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White Mountains Insurance
WTM

Overview Fund Activity

231 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
4.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
22
Increased
71
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
1
Pendal Group
Australia
$31.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.8M
3
RA
3
Royce & Associates
New York
$7.38M
4
EAM
4
Eagle Asset Management
Florida
$9.73M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$20.1M
2
MAP
2
Madison Avenue Partners
New York
$0
3
ACM
3
Atlanta Capital Management
Georgia
$189M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$239M
5
Northern Trust
5
Northern Trust
Illinois
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$5.99M +$377K +352 +7%
Comerica Bank
52
Comerica Bank
Texas
$5.91M +$5.07M +4,592 +605%
WJWM
53
Williams Jones Wealth Management
New York
$5.72M -$277K -259 -5%
Invesco
54
Invesco
Georgia
$5.61M +$511K +478 +10%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$5.57M – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$5.5M +$7.49K +7 +0.1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$5.26M +$313K +293 +6%
Morgan Stanley
58
Morgan Stanley
New York
$5.22M +$302K +282 +6%
CS
59
Credit Suisse
Switzerland
$5.05M -$36.4K -34 -0.7%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$4.93M -$4.28K -4 -0.1%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$4.86M +$828K +774 +21%
American Century Companies
62
American Century Companies
Missouri
$4.73M +$1.2M +1,123 +34%
Lazard Asset Management
63
Lazard Asset Management
New York
$4.3M -$920K -860 -18%
LDB
64
Lee, Danner & Bass
Tennessee
$3.94M -$321K -300 -8%
Brown Advisory
65
Brown Advisory
Maryland
$3.76M -$4.28K -4 -0.1%
WG
66
Winton Group
United Kingdom
$3.65M +$396K +370 +12%
UBS Group
67
UBS Group
Switzerland
$3.61M -$313K -293 -8%
Barclays
68
Barclays
United Kingdom
$3.59M +$709K +663 +25%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$3.58M – – –
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$3.28M -$2.68M -2,502 -45%
N
71
Natixis
France
$3.19M +$1.07M +1,000 +51%
Truist Financial
72
Truist Financial
North Carolina
$3.07M +$199K +186 +7%
Ameriprise
73
Ameriprise
Minnesota
$2.96M -$4.28K -4 -0.1%
Citigroup
74
Citigroup
New York
$2.93M -$931K -870 -24%
OAM
75
Oppenheimer Asset Management
New York
$2.74M +$429K +401 +19%
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3
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