WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$6.35M 4,489 -102 -2%
APF
52
Alaska Permanent Fund
Alaska
$6.2M 4,381 -61 -1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$5.75M 4,062 -201 -5%
Goldman Sachs
54
Goldman Sachs
New York
$5.68M 4,013 -1,808 -31%
CS
55
Credit Suisse
Switzerland
$5.47M 3,866 -295 -7%
MAM
56
Martingale Asset Management
Massachusetts
$5.41M 3,825 +214 +6%
AQR Capital Management
57
AQR Capital Management
Connecticut
$5.32M 3,771 +3,771 New
LDB
58
Lee, Danner & Bass
Tennessee
$5.21M 3,683 – –
Comerica Bank
59
Comerica Bank
Texas
$5.16M 3,557 +52 +1%
T
60
TCWP
Ohio
$4.84M 3,425 -110 -3%
Ameriprise
61
Ameriprise
Minnesota
$4.8M 3,390 +719 +27%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.58M 3,240 -93 -3%
Brown Advisory
63
Brown Advisory
Maryland
$4.48M 3,167 +92 +3%
PP
64
Prospector Partners
Connecticut
$4.36M 3,080 – –
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$3.99M 2,820 -2,540 -47%
Invesco
66
Invesco
Georgia
$3.98M 2,816 +263 +10%
AM
67
AGF Management
Ontario, Canada
$3.74M 2,643 +2,643 New
SO
68
STRS Ohio
Ohio
$3.47M 2,455 +352 +17%
First Trust Advisors
69
First Trust Advisors
Illinois
$3.44M 2,432 +2,009 +475%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M 2,370 – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$3.32M 2,349 +303 +15%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$3.19M 2,257 -1,356 -38%
DC
73
Davenport & Co
Virginia
$3.18M 2,248 – –
AGP
74
Autumn Glory Partners
Texas
$2.81M 1,990 +995 +100%
OAM
75
Oppenheimer Asset Management
New York
$2.81M 1,987 -74 -4%
1 2
3
4 5