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White Mountains Insurance
WTM

Overview Fund Activity

243 hedge funds and large institutions have $2.71B invested in White Mountains Insurance in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 18 closing their positions.

Holders
243
Holders Change
+12
Holders Change %
+5.19%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
33
Increased
57
Reduced
95
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$52.3M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$136M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$94.8M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$9.01M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$6.94M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$421K
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$16.7M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$283M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$6.31M 6,222 +1,796 +41%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$6.28M 6,192 -701 -10%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$6.01M 5,927 +1,380 +30%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$5.85M 5,770 – –
Legal & General Group
55
Legal & General Group
United Kingdom
$5.66M 5,583 -18 -0.3%
WJWM
56
Williams Jones Wealth Management
New York
$5.44M 5,366 +23 +0.4%
Invesco
57
Invesco
Georgia
$5.39M 5,318 +71 +1%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$5.28M 5,205 – –
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$5.03M 4,961 +40 +0.8%
Comerica Bank
60
Comerica Bank
Texas
$4.76M 4,717 -634 -12%
FAM
61
Fenimore Asset Management
New York
$4.54M 4,476 -1,292 -22%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.28M 4,220 -925 -18%
CS
63
Credit Suisse
Switzerland
$4.26M 4,200 -524 -11%
Morgan Stanley
64
Morgan Stanley
New York
$3.79M 3,733 -1,143 -23%
LDB
65
Lee, Danner & Bass
Tennessee
$3.73M 3,683 – –
Ameriprise
66
Ameriprise
Minnesota
$3.68M 3,634 +866 +31%
Brown Advisory
67
Brown Advisory
Maryland
$3.49M 3,446 -71 -2%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$3.39M 3,345 – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$3.11M 3,065 +692 +29%
UBS Group
70
UBS Group
Switzerland
$3M 2,960 -416 -12%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$2.7M 2,662 +323 +14%
Holocene Advisors
72
Holocene Advisors
New York
$2.51M 2,471 – –
Citigroup
73
Citigroup
New York
$2.46M 2,426 -315 -11%
DIA
74
Dean Investment Associates
Ohio
$2.4M 2,368 +1,176 +99%
OAM
75
Oppenheimer Asset Management
New York
$2.4M 2,365 -201 -8%
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