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White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.49M 1,051 -9 -0.8%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$1.48M 1,044 -14 -1%
BAM
103
Brave Asset Management
New Jersey
$1.47M 1,041 – –
FFM
104
Forum Financial Management
Illinois
$1.31M 924 – –
HF
105
HRT Financial
New York
$1.2M 851 +851 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$1.13M 800 +50 +7%
Barclays
107
Barclays
United Kingdom
$1.08M 762 -3,076 -80%
PCM
108
Parsons Capital Management
Rhode Island
$1.05M 745 +85 +13%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$1.05M 744 – –
DA
110
Duality Advisers
Florida
$1.04M 737 +737 New
DIA
111
Dean Investment Associates
Ohio
$1.04M 736 -1,614 -69%
ASRS
112
Arizona State Retirement System
Arizona
$1.03M 725 -84 -10%
MML Investors Services
113
MML Investors Services
Massachusetts
$1.01M 713 +130 +22%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$999K 706 – –
KS
115
Karpas Strategies
Connecticut
$988K 699 -3 -0.4%
CM
116
Capula Management
Cayman Islands
$962K 680 +680 New
Citigroup
117
Citigroup
New York
$948K 670 -15 -2%
GC
118
Gratus Capital
Georgia
$860K 608 -10 -2%
PIM
119
Parker Investment Management
California
$810K 573 – –
FHB
120
First Hawaiian Bank
Hawaii
$809K 572 – –
Two Sigma Investments
121
Two Sigma Investments
New York
$805K 569 – –
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$745K 528 +1 +0.2%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$738K 522 +100 +24%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$697K 493 -100 -17%
AB
125
Amalgamated Bank
New York
$696K 492 -27 -5%
3 4
5
6 7