WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$8.65M -$626K -349 -7%
CS
52
Credit Suisse
Switzerland
$8.24M +$167K +93 +2%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$8.09M -$68.2K -38 -0.8%
Legal & General Group
54
Legal & General Group
United Kingdom
$7.84M -$718K -400 -8%
Invesco
55
Invesco
Georgia
$7.75M -$3.3M -1,840 -30%
EAM
56
Eagle Asset Management
Florida
$7.68M -$604K -341 -7%
UBS AM
57
UBS AM
Illinois
$6.85M +$68.2K +38 +1%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$6.69M -$576K -321 -8%
Ameriprise
59
Ameriprise
Minnesota
$6.51M -$506K -282 -7%
PP
60
Prospector Partners
Connecticut
$5.91M +$44.9K +25 +0.8%
MAM
61
Martingale Asset Management
Massachusetts
$5.84M -$1.27M -706 -18%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$5.57M +$364K +203 +7%
DIA
63
Dean Investment Associates
Ohio
$4.68M -$35.9K -20 -0.8%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$4.63M -$899K -501 -16%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.58M -$251K -140 -5%
SEI Investments
66
SEI Investments
Pennsylvania
$4.34M +$709K +395 +20%
Renaissance Technologies
67
Renaissance Technologies
New York
$4.31M -$1.26M -700 -23%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$4.23M -$1.75M -1,271 -29%
Creative Planning
69
Creative Planning
Kansas
$4.18M +$761K +424 +22%
DC
70
Davenport & Co
Virginia
$3.93M – – –
Goldman Sachs
71
Goldman Sachs
New York
$3.32M -$3.22M -1,797 -49%
Truist Financial
72
Truist Financial
North Carolina
$3.26M +$129K +72 +4%
TIM
73
Triad Investment Management
California
$3.2M +$30.5K +17 +1%
UBS Group
74
UBS Group
Switzerland
$3.17M +$233K +130 +8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$3.12M +$48.4K +27 +2%
1 2
3
4 5