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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.

New
Increased
Maintained
Reduced
Closed
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 %
First Manhattan
76
First Manhattan
New York
$4.05M +$4.05M +1,115 New
KBC Group
77
KBC Group
Belgium
$4.01M +$3.85M +1,981 +2,540%
QCM
78
Quantinno Capital Management
New York
$3.98M +$1.08M +554 +37%
Cerity Partners
79
Cerity Partners
New York
$3.59M +$258K +133 +8%
LPL Financial
80
LPL Financial
California
$3.43M +$975K +501 +40%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$3.05M +$237K +122 +8%
HighTower Advisors
82
HighTower Advisors
Illinois
$3.04M +$1.95K +1 +0.1%
OAM
83
Oppenheimer Asset Management
New York
$3.01M +$204K +105 +7%
PCM
84
Parsons Capital Management
Rhode Island
$2.96M +$19.5K +10 +0.7%
Stifel Financial
85
Stifel Financial
Missouri
$2.94M -$72K -37 -2%
SO
86
STRS Ohio
Ohio
$2.92M +$3.89K +2 +0.1%
SG Americas Securities
87
SG Americas Securities
New York
$2.87M +$2.87M +1,476 New
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$2.7M +$29.2K +15 +1%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$2.68M +$156K +80 +6%
FFM
90
Forum Financial Management
Illinois
$2.67M +$342K +176 +15%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$2.66M -$268K -138 -9%
Truist Financial
92
Truist Financial
North Carolina
$2.63M -$9.73K -5 -0.4%
AM
93
AGF Management
Ontario, Canada
$2.56M -$159K -82 -6%
LG
94
Leuthold Group
Minnesota
$2.47M -$54.5K -28 -2%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$2.37M +$66.1K +34 +3%
1IA
96
1834 Investment Advisors
Wisconsin
$2.29M – – –
AllianceBernstein
97
AllianceBernstein
Tennessee
$2.28M -$11.7K -6 -0.5%
PC
98
Pecaut & Co
Iowa
$2.27M – – –
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.17M – – –
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$2.14M – – –
2 3
4
5 6