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White Mountains Insurance
WTM

Overview Fund Activity

228 hedge funds and large institutions have $2.57B invested in White Mountains Insurance in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-25
Holders Change %
-9.88%
% of All Funds
5.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
68
Reduced
83
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$161M
2
ACM
2
Atlanta Capital Management
Georgia
$132M
3
WHG
3
Westwood Holdings Group
Texas
$16.8M
4
EAM
4
Eagle Asset Management
Florida
$29M
5
Charles Schwab
5
Charles Schwab
California
$27.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.85M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$54.7M
5
SI
5
Scout Investments
Missouri
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.59M – – –
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$5.41M – – –
WJWM
53
Williams Jones Wealth Management
New York
$5.09M – – –
Macquarie Group
54
Macquarie Group
Australia
$4.85M +$76.4K +84 +2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$4.72M +$228K +250 +5%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.68M +$155K +170 +3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$4.54M +$455K +500 +11%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$4.4M +$4.12M +4,531 +1,510%
Citadel Advisors
59
Citadel Advisors
Florida
$4.22M -$2.53M -2,782 -37%
LDB
60
Lee, Danner & Bass
Tennessee
$4.15M – – –
UBS AM
61
UBS AM
Illinois
$3.88M -$67.3K -74 -2%
Morgan Stanley
62
Morgan Stanley
New York
$3.85M +$891K +979 +30%
SEI Investments
63
SEI Investments
Pennsylvania
$3.7M +$528K +573 +17%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$3.52M +$18.2K +20 +0.5%
Citigroup
65
Citigroup
New York
$3.47M +$1.05M +1,149 +43%
Brown Advisory
66
Brown Advisory
Maryland
$3.46M -$36.4K -40 -1%
AIA
67
Avalon Investment & Advisory
Texas
$3.41M -$174K -191 -5%
CS
68
Credit Suisse
Switzerland
$2.9M -$1.59M -1,743 -35%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$2.89M – – –
Invesco
70
Invesco
Georgia
$2.88M +$91K +100 +3%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$2.76M – – –
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$2.74M -$5.16M -5,676 -65%
MSE
73
MUFG Securities EMEA
United Kingdom
$2.73M +$2.73M +3,000 New
Russell Investments Group
74
Russell Investments Group
United Kingdom
$2.68M -$231K -254 -8%
PC
75
Pecaut & Co
Iowa
$2.59M -$100K -110 -4%
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