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White Mountains Insurance
WTM

Overview Fund Activity

271 hedge funds and large institutions have $3.4B invested in White Mountains Insurance in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
271
Holders Change
+13
Holders Change %
+5.04%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$64.6M
2
Select Equity Group
2
Select Equity Group
New York
$26.5M
3
RA
3
Royce & Associates
New York
$30.5M
4
Brown Advisory
4
Brown Advisory
Maryland
$25M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.1M
2
SAM
2
Southeastern Asset Management
Tennessee
$49.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$106M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$200M
5
RRAM
5
River Road Asset Management
Kentucky
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$30.5M 20,401 +7,865 +63%
Victory Capital Management
27
Victory Capital Management
Texas
$28.6M 19,130 +3,589 +23%
EP
28
Elkhorn Partners
Nebraska
$26.7M 17,830 -255 -1%
Select Equity Group
29
Select Equity Group
New York
$26.5M 17,702 +17,702 New
Brown Advisory
30
Brown Advisory
Maryland
$25M 16,709 +7,260 +77%
TSW
31
Thompson Siegel & Walmsley
Virginia
$24.3M 16,258 -1,152 -7%
Northern Trust
32
Northern Trust
Illinois
$23.5M 15,719 +309 +2%
PL
33
Perpetual Ltd
Australia
$21.7M 14,476 -1,000 -6%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$21.1M 14,078 +196 +1%
STCG
35
Speece Thorson Capital Group
Minnesota
$19.3M 12,915 -15 -0.1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$18.1M 12,083 +4,875 +68%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$18.1M 12,075 -10,476 -46%
Wells Fargo
38
Wells Fargo
California
$18M 12,054 -1,856 -13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$17.3M 11,539 +61 +0.5%
CSC
40
Cove Street Capital
California
$15.5M 10,363 +187 +2%
AQR Capital Management
41
AQR Capital Management
Connecticut
$14.3M 9,580 +317 +3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$13.7M 9,193 +393 +4%
American Century Companies
43
American Century Companies
Missouri
$13.6M 9,118 +1,769 +24%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$12.2M 8,139 -138 -2%
GKIM
45
GW&K Investment Management
Massachusetts
$11M 7,366 +1,342 +22%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$10.8M 7,200 +1,404 +24%
EAM
47
Eagle Asset Management
Florida
$10.4M 6,936 -186 -3%
Invesco
48
Invesco
Georgia
$9.82M 6,563 +1,877 +40%
Swiss National Bank
49
Swiss National Bank
Switzerland
$8.44M 5,646 +100 +2%
WJWM
50
Williams Jones Wealth Management
New York
$7.99M 5,343 – –
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