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White Mountains Insurance

306 hedge funds and large institutions have $4.14B invested in White Mountains Insurance in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $4.06B → $4.14B (+$84.2M)

1% more funds holding

Funds holding: 304306 (+2)

4.92% less ownership

Funds ownership: 93.59%88.67% (-4.9%)

Holders
306
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
31
Increased
104
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Mraz Amerine & Associates
California
$38.2M -$900K -509 -2%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$37.4M +$10M +5,667 +38%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$31.2M +$28.6M +16,147 +1,592%
EP
29
Elkhorn Partners
Nebraska
$29.3M -$159K -90 -0.6%
Northern Trust
30
Northern Trust
Illinois
$29M +$2.38M +1,346 +9%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$28.5M +$3.22M +1,820 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$27.8M +$1.79M +1,013 +7%
RA
33
Royce & Associates
New York
$27.3M -$1.98M -1,117 -7%
SI
34
Scout Investments
Missouri
$27.2M -$2.76M -1,563 -9%
American Century Companies
35
American Century Companies
Missouri
$26.7M -$10.8M -6,088 -29%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$26M +$396K +224 +2%
TSW
37
Thompson Siegel & Walmsley
Virginia
$21.7M -$6.98M -3,948 -25%
First Trust Advisors
38
First Trust Advisors
Illinois
$21.1M +$7.35M +4,157 +56%
Victory Capital Management
39
Victory Capital Management
Texas
$20.8M -$4.98M -2,814 -20%
STCG
40
Speece Thorson Capital Group
Minnesota
$20.8M -$4.1M -2,320 -17%
Wells Fargo
41
Wells Fargo
California
$20.4M -$465K -263 -2%
Invesco
42
Invesco
Georgia
$20.1M +$11.9M +6,728 +156%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$19.8M +$1.64M +930 +9%
AQR Capital Management
44
AQR Capital Management
Connecticut
$18.5M +$2.29M +1,296 +14%
PL
45
Perpetual Ltd
Australia
$18.5M -$6.9M -3,900 -28%
N
46
Nuveen
North Carolina
$14.2M +$4.43M +2,507 +47%
UBS AM
47
UBS AM
Illinois
$14M +$6.9M +3,900 +102%
GKIM
48
GW&K Investment Management
Massachusetts
$13.5M +$927K +524 +8%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$12.6M +$432K +244 +4%
APF
50
Alaska Permanent Fund
Alaska
$10.5M +$8.84K +5 +0.1%

WTM Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2024, worth a combined $4.14B — up 2.1% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 26 closed out — a net gain of 5 holders — while 104 added to existing stakes and 87 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $28.6M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $14.6M.

  • 306 institutional investors held White Mountains Insurance (WTM) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $4.14B of White Mountains Insurance stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2024 and 26 closed out, a net change of +5 holders.
  • The largest White Mountains Insurance buyer in Q2 2024 was Neuberger Berman Group, an estimated $28.6M added.
  • The largest White Mountains Insurance seller in Q2 2024 was Robeco Institutional Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2024.