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White Mountains Insurance
WTM

Overview Fund Activity

261 hedge funds and large institutions have $3.09B invested in White Mountains Insurance in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
-4
Holders Change %
-1.51%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
23
Increased
76
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$44.3M
3
Brown Advisory
3
Brown Advisory
Maryland
$13.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$355M
5
BC
5
Brookfield Corp
Ontario, Canada
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$97.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$198M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$22.2M
5
SI
5
Scout Investments
Missouri
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$2.67M 1,941 +197 +11%
UBS Group
77
UBS Group
Switzerland
$2.63M 1,910 +566 +42%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.52M 1,827 -90 -5%
Stifel Financial
79
Stifel Financial
Missouri
$2.48M 1,799 -10 -0.6%
SEI Investments
80
SEI Investments
Pennsylvania
$2.45M 1,775 +155 +10%
OAM
81
Oppenheimer Asset Management
New York
$2.39M 1,732 -255 -13%
TIM
82
Triad Investment Management
California
$2.38M 1,729 -1 -0.1%
CWA
83
CM Wealth Advisors
Ohio
$2.35M 1,590 +1,590 New
Renaissance Technologies
84
Renaissance Technologies
New York
$2.34M 1,700 +600 +55%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$2.27M 1,649 -700 -30%
Cerity Partners
86
Cerity Partners
New York
$2.18M 1,581 +1,284 +432%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.84M 1,335 +1,035 +345%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.78M 1,294 -12 -0.9%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.77M 1,285 -42 -3%
Millennium Management
90
Millennium Management
New York
$1.73M 1,258 -332 -21%
Truist Financial
91
Truist Financial
North Carolina
$1.73M 1,253 -115 -8%
Janus Henderson Group
92
Janus Henderson Group
United Kingdom
$1.7M 1,239 +711 +135%
PC
93
Pecaut & Co
Iowa
$1.62M 1,179 – –
1IA
94
1834 Investment Advisors
Wisconsin
$1.62M 1,176 – –
LPL Financial
95
LPL Financial
California
$1.58M 1,148 +38 +3%
AllianceBernstein
96
AllianceBernstein
Tennessee
$1.52M 1,102 -65 -6%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.52M 1,101 +20 +2%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$1.52M 1,100 – –
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$1.51M 1,095 +10 +0.9%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$1.5M 1,090 +46 +4%
2 3
4
5 6