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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
3
WCM Investment Management
California
$22.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$39.3M
5
PFC
5
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
4
Select Equity Group
New York
$53.7M
5
RRAM
5
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$10.5M -$216K -111 -2%
WJWM
52
Williams Jones Wealth Management
New York
$10.1M – – –
Swiss National Bank
53
Swiss National Bank
Switzerland
$9.81M – – –
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$8.85M +$31.1K +16 +0.4%
Invesco
55
Invesco
Georgia
$8.46M +$399K +205 +5%
UBS Group
56
UBS Group
Switzerland
$8.38M +$2.53M +1,300 +43%
Legal & General Group
57
Legal & General Group
United Kingdom
$7.88M +$255K +131 +3%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$7.62M -$416K -214 -5%
PP
59
Prospector Partners
Connecticut
$7.5M – – –
LDB
60
Lee, Danner & Bass
Tennessee
$6.38M -$5.84K -3 -0.1%
Ameriprise
61
Ameriprise
Minnesota
$6.37M +$385K +198 +6%
SEI Investments
62
SEI Investments
Pennsylvania
$6.26M +$1.42M +731 +29%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$5.4M -$146K -75 -3%
Goldman Sachs
64
Goldman Sachs
New York
$5.36M +$1.73M +890 +48%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$5.3M – – –
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$5.29M -$1.01M -521 -16%
HCA
67
Harbor Capital Advisors
Illinois
$4.73M +$79.7K +41 +2%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$4.7M +$2.32M +1,193 +98%
Millennium Management
69
Millennium Management
New York
$4.67M +$3.9M +2,007 +509%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$4.66M -$48.6K -25 -1%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$4.61M -$1.17M -600 -20%
MML Investors Services
72
MML Investors Services
Massachusetts
$4.56M +$545K +280 +14%
Creative Planning
73
Creative Planning
Kansas
$4.4M -$142K -73 -3%
DC
74
Davenport & Co
Virginia
$4.28M +$52.5K +27 +1%
Barclays
75
Barclays
United Kingdom
$4.17M +$1.93M +991 +86%
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