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White Mountains Insurance

306 hedge funds and large institutions have $4.14B invested in White Mountains Insurance in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $4.06B → $4.14B (+$84.2M)

1% more funds holding

Funds holding: 304306 (+2)

4.92% less ownership

Funds ownership: 93.59%88.67% (-4.9%)

Holders
306
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
31
Increased
104
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Vident Advisory
Georgia
$3.13M +$86.7K +49 +3%
Stifel Financial
77
Stifel Financial
Missouri
$3M +$24.8K +14 +0.9%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$2.99M +$133K +75 +5%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.8M -$350K -198 -11%
PCM
80
Parsons Capital Management
Rhode Island
$2.68M +$587K +332 +29%
OAM
81
Oppenheimer Asset Management
New York
$2.64M +$83.1K +47 +3%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$2.5M +$101K +57 +4%
HKAM
83
Horizon Kinetics Asset Management
New York
$2.48M +$2.41M +1,365 New
SO
84
STRS Ohio
Ohio
$2.45M -$212K -120 -8%
QCM
85
Quantinno Capital Management
New York
$2.41M +$143K +81 +7%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$2.36M
MAM
87
Martingale Asset Management
Massachusetts
$2.28M -$3.54M -2,002 -62%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$2.23M -$21.2K -12 -1%
FFM
89
Forum Financial Management
Illinois
$2.18M
HCA
90
Harbor Capital Advisors
Illinois
$2.17M +$1.56M +880 +282%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.16M -$835K -472 -28%
AllianceBernstein
92
AllianceBernstein
Tennessee
$2.15M -$84.9K -48 -4%
1IA
93
1834 Investment Advisors
Wisconsin
$2.14M
PC
94
Pecaut & Co
Iowa
$2.12M
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$2M
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$1.99M +$168K +95 +10%
LPL Financial
97
LPL Financial
California
$1.98M +$61.9K +35 +3%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$1.97M -$290K -164 -13%
AGP
99
Autumn Glory Partners
Texas
$1.96M
AM
100
AGF Management
Ontario, Canada
$1.94M -$31.8K -18 -2%

WTM Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2024, worth a combined $4.14B — up 2.1% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTM positions and 26 closed out — a net gain of 5 holders — while 104 added to existing stakes and 87 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $28.6M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $14.6M.

  • 306 institutional investors held White Mountains Insurance (WTM) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $4.14B of White Mountains Insurance stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 31 funds opened new White Mountains Insurance positions in Q2 2024 and 26 closed out, a net change of +5 holders.
  • The largest White Mountains Insurance buyer in Q2 2024 was Neuberger Berman Group, an estimated $28.6M added.
  • The largest White Mountains Insurance seller in Q2 2024 was Robeco Institutional Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2024.