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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 %
VA
76
Vident Advisory
Georgia
$3.01M -$138K -77 -4%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$2.98M – – –
Stifel Financial
78
Stifel Financial
Missouri
$2.94M -$57.4K -32 -2%
Cerity Partners
79
Cerity Partners
New York
$2.88M +$142K +79 +5%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$2.82M -$497K -277 -15%
Man Group
81
Man Group
United Kingdom
$2.71M +$1.73M +962 +176%
SO
82
STRS Ohio
Ohio
$2.63M -$786K -438 -23%
MML Investors Services
83
MML Investors Services
Massachusetts
$2.63M +$470K +262 +22%
OAM
84
Oppenheimer Asset Management
New York
$2.52M -$111K -62 -4%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$2.36M -$82.6K -46 -3%
Allianz Asset Management
86
Allianz Asset Management
Germany
$2.34M -$971K -541 -29%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$2.33M – – –
Treasurer of the State of North Carolina
88
Treasurer of the State of North Carolina
North Carolina
$2.24M +$17.9K +10 +0.8%
QCM
89
Quantinno Capital Management
New York
$2.24M +$174K +97 +8%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$2.23M – – –
AllianceBernstein
91
AllianceBernstein
Tennessee
$2.21M -$8.97K -5 -0.4%
FFM
92
Forum Financial Management
Illinois
$2.15M – – –
1IA
93
1834 Investment Advisors
Wisconsin
$2.11M – – –
PC
94
Pecaut & Co
Iowa
$2.09M – – –
PCM
95
Parsons Capital Management
Rhode Island
$2.05M +$449K +250 +28%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.97M – – –
AM
97
AGF Management
Ontario, Canada
$1.95M -$2M -1,113 -51%
AGP
98
Autumn Glory Partners
Texas
$1.94M – – –
LPL Financial
99
LPL Financial
California
$1.89M +$50.2K +28 +3%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$1.86M +$12.6K +7 +0.7%
2 3
4
5 6