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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 %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.82M -$8.97K -5 -0.5%
Barclays
102
Barclays
United Kingdom
$1.81M -$106K -59 -6%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$1.79M -$89.7K -50 -5%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$1.78M -$35.9K -20 -2%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.77M -$165K -92 -9%
BAM
106
Brave Asset Management
New Jersey
$1.67M – – –
SPI
107
Sutton Place Investors
New York
$1.67M +$1.67M +929 New
Two Sigma Investments
108
Two Sigma Investments
New York
$1.65M +$897K +500 +118%
Corient Private Wealth
109
Corient Private Wealth
Florida
$1.63M -$264K -147 -14%
SWS
110
SYSTM Wealth Solutions
Illinois
$1.61M -$35.9K -20 -2%
LCM
111
Legato Capital Management
California
$1.6M +$3.59K +2 +0.2%
DCM
112
Dean Capital Management
Kansas
$1.6M +$3.59K +2 +0.2%
LIP
113
Lighthouse Investment Partners
Florida
$1.41M +$1.41M +786 New
ASRS
114
Arizona State Retirement System
Arizona
$1.26M -$21.5K -12 -2%
Millennium Management
115
Millennium Management
New York
$1.24M +$754K +420 +154%
KS
116
Karpas Strategies
Connecticut
$1.18M – – –
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$1.17M +$1.17M +650 New
GC
118
Gratus Capital
Georgia
$1.09M – – –
Citigroup
119
Citigroup
New York
$1.07M +$151K +84 +16%
Lazard Asset Management
120
Lazard Asset Management
New York
$1.04M -$5.61M -3,129 -84%
FHB
121
First Hawaiian Bank
Hawaii
$1.03M – – –
ANTB
122
AMG National Trust Bank
Colorado
$1.02M -$1.79K -1 -0.2%
Jane Street
123
Jane Street
New York
$999K +$999K +557 New
RJFSA
124
Raymond James Financial Services Advisors
Florida
$998K +$183K +102 +22%
BSW
125
Buckingham Strategic Wealth
Missouri
$998K +$998K +556 New
3 4
5
6 7