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White Mountains Insurance

304 hedge funds and large institutions have $3.78B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

1% less funds holding

Funds holding: 306304 (-2)

1.27% less ownership

Funds ownership: 88.67%87.4% (-1.3%)

9% less capital invested

Capital invested by funds: $4.14B → $3.78B (-$362M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
107
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$36.9M -$1.65M -945 -4%
MAA
27
Mraz Amerine & Associates
California
$36M +$291K +167 +0.8%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$34.5M -$1.85M -1,062 -5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$27.4M +$1.58M +907 +6%
EP
30
Elkhorn Partners
Nebraska
$27.4M +$113K +65 +0.4%
Northern Trust
31
Northern Trust
Illinois
$27.3M +$300K +172 +1%
RA
32
Royce & Associates
New York
$24.5M -$973K -558 -4%
SI
33
Scout Investments
Missouri
$23.4M -$3.72M -2,133 -14%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$22.4M -$1.91M -1,095 -8%
STCG
35
Speece Thorson Capital Group
Minnesota
$19.3M -$57.5K -33 -0.3%
First Trust Advisors
36
First Trust Advisors
Illinois
$18.5M -$1.26M -720 -6%
AQR Capital Management
37
AQR Capital Management
Connecticut
$18.5M +$799K +458 +4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$18.4M +$6.97K +4 +0%
TSW
39
Thompson Siegel & Walmsley
Virginia
$17.6M -$2.71M -1,554 -13%
PL
40
Perpetual Ltd
Australia
$16.5M -$783K -449 -4%
Wells Fargo
41
Wells Fargo
California
$16.3M -$2.9M -1,665 -15%
N
42
Nuveen
North Carolina
$13.2M -$129K -74 -0.9%
UBS AM
43
UBS AM
Illinois
$13M -$138K -79 -1%
GKIM
44
GW&K Investment Management
Massachusetts
$12.8M +$199K +114 +2%
HKAM
45
Horizon Kinetics Asset Management
New York
$12.1M +$10.1M +5,773 +423%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$11.5M -$328K -188 -3%
Victory Capital Management
47
Victory Capital Management
Texas
$10.8M -$8.86M -5,084 -44%
APF
48
Alaska Permanent Fund
Alaska
$10M
American Century Companies
49
American Century Companies
Missouri
$9.31M -$16.1M -9,217 -63%
WJWM
50
Williams Jones Wealth Management
New York
$8.81M

WTM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2024, worth a combined $3.78B — down 8.7% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WTM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 83 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $27.8M. The largest seller was Select Equity Group, cutting an estimated $43.1M.

  • 304 institutional investors held White Mountains Insurance (WTM) as of Q3 2024, down from 306 in Q2 2024.
  • Funds reported $3.78B of White Mountains Insurance stock for Q3 2024, down 8.7% quarter-over-quarter.
  • 28 funds opened new White Mountains Insurance positions in Q3 2024 and 25 closed out, a net change of +3 holders.
  • The largest White Mountains Insurance buyer in Q3 2024 was Neuberger Berman Group, an estimated $27.8M added.
  • The largest White Mountains Insurance seller in Q3 2024 was Select Equity Group, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.