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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
3
WCM Investment Management
California
$22.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$39.3M
5
PFC
5
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
4
Select Equity Group
New York
$53.7M
5
RRAM
5
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$43.6M -$1.42M -728 -3%
MAA
27
Mraz Amerine & Associates
California
$41M -$251K -129 -0.6%
First Trust Advisors
28
First Trust Advisors
Illinois
$39.3M +$18.1M +9,308 +85%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$37.8M -$1.75M -899 -4%
SAM
30
Southeastern Asset Management
Tennessee
$37.4M -$2.91M -1,494 -7%
Northern Trust
31
Northern Trust
Illinois
$35.1M +$3.81M +1,957 +12%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$31.9M +$463K +238 +1%
EP
33
Elkhorn Partners
Nebraska
$29.3M -$2.13M -1,095 -7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$24.5M +$3.36M +1,728 +16%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$24.2M -$1.49M -766 -6%
RA
36
Royce & Associates
New York
$23.9M -$4.2M -2,161 -15%
WCM Investment Management
37
WCM Investment Management
California
$22.5M +$22.5M +11,651 New
Victory Capital Management
38
Victory Capital Management
Texas
$22.5M +$10.1M +5,195 +82%
STCG
39
Speece Thorson Capital Group
Minnesota
$22.1M -$113K -58 -0.5%
TSW
40
Thompson Siegel & Walmsley
Virginia
$19.9M -$228K -117 -1%
UBS AM
41
UBS AM
Illinois
$19.7M +$4.79M +2,464 +32%
HKAM
42
Horizon Kinetics Asset Management
New York
$19.6M +$5.74M +2,951 +41%
AQR Capital Management
43
AQR Capital Management
Connecticut
$19.6M -$1.48M -766 -7%
PL
44
Perpetual Ltd
Australia
$18.7M -$195K -100 -1%
Wells Fargo
45
Wells Fargo
California
$18.6M -$68.1K -35 -0.4%
GKIM
46
GW&K Investment Management
Massachusetts
$16.4M +$1.68M +865 +11%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$15.1M -$9.73K -5 -0.1%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$14.3M +$1.19M +610 +9%
APF
49
Alaska Permanent Fund
Alaska
$11.5M – – –
PFC
50
Phocas Financial Corp
California
$11.1M +$11.1M +5,702 New
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