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White Mountains Insurance
WTM

Overview Fund Activity

295 hedge funds and large institutions have $3.72B invested in White Mountains Insurance in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 15 closing their positions.

Holders
295
Holders Change
+24
Holders Change %
+8.86%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
88
Reduced
100
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$596M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$89M
3
Select Equity Group
3
Select Equity Group
New York
$45.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$17.2M
5
American Century Companies
5
American Century Companies
Missouri
$22.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$140M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.81M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$195M
4
SI
4
Scout Investments
Missouri
$27.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$27.6M -$1.18M -784 -4%
SI
27
Scout Investments
Missouri
$27.2M -$6.15M -4,087 -18%
RA
28
Royce & Associates
New York
$27M -$3.71M -2,466 -12%
EP
29
Elkhorn Partners
Nebraska
$26.8M -$16.6K -11 -0.1%
Brown Advisory
30
Brown Advisory
Maryland
$24.7M -$421K -280 -2%
TSW
31
Thompson Siegel & Walmsley
Virginia
$23.8M -$697K -463 -3%
Northern Trust
32
Northern Trust
Illinois
$22.8M -$905K -601 -4%
American Century Companies
33
American Century Companies
Missouri
$22.4M +$8.63M +5,735 +63%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$21.2M – – –
PL
35
Perpetual Ltd
Australia
$21M -$753K -500 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$20.6M +$2.4M +1,592 +13%
STCG
37
Speece Thorson Capital Group
Minnesota
$19.6M +$129K +86 +0.7%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$18.3M +$161K +107 +0.9%
Wells Fargo
39
Wells Fargo
California
$17.8M -$322K -214 -2%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$17.2M +$17.2M +11,448 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$16.8M -$605K -402 -3%
CSC
42
Cove Street Capital
California
$16M +$448K +298 +3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$13.6M -$715K -480 -5%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$11.5M +$707K +470 +7%
GKIM
45
GW&K Investment Management
Massachusetts
$10.6M -$510K -339 -5%
Invesco
46
Invesco
Georgia
$9.27M -$610K -405 -6%
APF
47
Alaska Permanent Fund
Alaska
$8.52M +$665K +442 +8%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$8.08M -$4.17M -2,771 -34%
WJWM
49
Williams Jones Wealth Management
New York
$8.04M – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$7.78M +$858K +570 +12%
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