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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 %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.71M 1,917 – –
Stifel Financial
77
Stifel Financial
Missouri
$2.56M 1,809 -121 -6%
Creative Planning
78
Creative Planning
Kansas
$2.47M 1,744 -168 -9%
TIM
79
Triad Investment Management
California
$2.45M 1,730 -38 -2%
SEI Investments
80
SEI Investments
Pennsylvania
$2.29M 1,620 +192 +13%
Millennium Management
81
Millennium Management
New York
$2.25M 1,590 -7,304 -82%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$2.24M 1,584 -507 -24%
Truist Financial
83
Truist Financial
North Carolina
$1.93M 1,368 -95 -6%
CANY
84
Caxton Associates (New York)
New York
$1.92M 1,356 – –
UBS Group
85
UBS Group
Switzerland
$1.9M 1,344 -650 -33%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.88M 1,327 -260 -16%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.85M 1,306 -185 -12%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1.79M 1,263 -28 -2%
Jane Street
89
Jane Street
New York
$1.76M 1,242 +949 +324%
PC
90
Pecaut & Co
Iowa
$1.67M 1,179 -98 -8%
1IA
91
1834 Investment Advisors
Wisconsin
$1.66M 1,176 – –
SWS
92
SYSTM Wealth Solutions
Illinois
$1.66M 1,171 +1,171 New
AllianceBernstein
93
AllianceBernstein
Tennessee
$1.65M 1,167 -26 -2%
LPL Financial
94
LPL Financial
California
$1.57M 1,110 +22 +2%
ANTB
95
AMG National Trust Bank
Colorado
$1.57M 1,110 +13 +1%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.56M 1,100 – –
Renaissance Technologies
97
Renaissance Technologies
New York
$1.56M 1,100 +200 +22%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$1.54M 1,085 -119 -10%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.53M 1,081 -22 -2%
AIA
100
Avalon Investment & Advisory
Texas
$1.5M 1,057 +124 +13%
2 3
4
5 6