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White Mountains Insurance
WTM

Overview Fund Activity

304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
26
Mraz Amerine & Associates
California
$38.6M -$795K -443 -2%
American Century Companies
27
American Century Companies
Missouri
$37.3M +$10.7M +5,938 +40%
SI
28
Scout Investments
Missouri
$29.3M -$2.68M -1,516 -8%
EP
29
Elkhorn Partners
Nebraska
$29.1M -$2.91M -1,619 -9%
RA
30
Royce & Associates
New York
$29M -$3.22M -1,793 -10%
TSW
31
Thompson Siegel & Walmsley
Virginia
$28.5M +$126K +70 +0.4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$26.8M +$4.91M +2,737 +22%
Northern Trust
33
Northern Trust
Illinois
$26.2M -$937K -522 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$25.6M +$1.04M +581 +4%
Victory Capital Management
35
Victory Capital Management
Texas
$25.6M -$7.35M -4,095 -22%
PL
36
Perpetual Ltd
Australia
$25.4M +$180K +100 +0.7%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$25.3M – – –
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$24.8M +$4.29M +2,391 +21%
STCG
39
Speece Thorson Capital Group
Minnesota
$24.7M +$1.35M +750 +6%
Wells Fargo
40
Wells Fargo
California
$20.7M -$594K -331 -3%
CSC
41
Cove Street Capital
California
$18M -$1.08M -604 -6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$17.8M -$2.15M -1,199 -11%
AQR Capital Management
43
AQR Capital Management
Connecticut
$16.4M +$93.3K +52 +0.6%
First Trust Advisors
44
First Trust Advisors
Illinois
$13.4M +$5.11M +2,849 +62%
GKIM
45
GW&K Investment Management
Massachusetts
$12.4M -$214K -119 -2%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$12M -$1.74M -970 -13%
APF
47
Alaska Permanent Fund
Alaska
$10.6M +$425K +237 +4%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$9.55M -$77.2K -43 -0.8%
WJWM
49
Williams Jones Wealth Management
New York
$9.32M -$269K -150 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$9.05M – – –
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