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White Mountains Insurance
WTM

Overview Fund Activity

239 hedge funds and large institutions have $2.6B invested in White Mountains Insurance in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+12
Holders Change %
+5.29%
% of All Funds
5.47%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
31
Increased
57
Reduced
91
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$26.4M
2
Capital International Investors
2
Capital International Investors
California
$17.6M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$14.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$261M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$113M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$30.9M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$91.2M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$24.1M
4
RRAM
4
River Road Asset Management
Kentucky
$71.7M
5
LCOV
5
London Company of Virginia
Virginia
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
101
NFC Investments
Tennessee
$1.31M – – –
SIG
102
Schaller Investment Group
North Carolina
$1.31M – – –
1IA
103
1834 Investment Advisors
Wisconsin
$1.19M – – –
M&T Bank
104
M&T Bank
New York
$1.15M -$115K -123 -9%
PCM
105
Parsons Capital Management
Rhode Island
$1.1M – – –
BAM
106
Brave Asset Management
New Jersey
$1.07M – – –
FP
107
Factorial Partners
New York
$1.05M -$65.5K -70 -6%
Creative Planning
108
Creative Planning
Kansas
$982K – – –
FCH
109
Freestone Capital Holdings
Washington
$963K +$963K +1,029 New
SEI Investments
110
SEI Investments
Pennsylvania
$923K -$5.21M -5,353 -85%
EP
111
Elkfork Partners
Oregon
$923K +$509K +544 +123%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$918K -$843K -901 -48%
WP
113
WMS Partners
Maryland
$893K – – –
GT
114
Glenmede Trust
Pennsylvania
$889K -$55.2K -59 -6%
US Bancorp
115
US Bancorp
Minnesota
$875K -$51.4K -55 -6%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$872K +$872K +932 New
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$847K – – –
AQR Capital Management
118
AQR Capital Management
Connecticut
$832K +$832K +889 New
EVM
119
Eaton Vance Management
Massachusetts
$795K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$794K +$7.48K +8 +1%
GHCM
121
Glen Harbor Capital Management
California
$760K +$419K +448 +123%
KFC
122
Klingenstein Fields & Co
New York
$737K – – –
RC
123
RegentAtlantic Capital
New Jersey
$717K -$4.68K -5 -0.6%
KS
124
Karpas Strategies
Connecticut
$704K – – –
SO
125
STRS Ohio
Ohio
$696K +$43K +46 +7%
3 4
5
6 7