We are live on ! Find out more
WTM icon

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
DIA
101
Dean Investment Associates
Ohio
$1.92M -$2.74M -1,548 -59%
Allianz Asset Management
102
Allianz Asset Management
Germany
$1.89M -$467K -264 -20%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$1.86M -$23K -13 -1%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$1.82M +$12.4K +7 +0.7%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M +$3.54K +2 +0.2%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M +$1.67M +944 New
SPI
107
Sutton Place Investors
New York
$1.69M
Jane Street
108
Jane Street
New York
$1.68M +$654K +370 +66%
BAM
109
Brave Asset Management
New Jersey
$1.68M -$8.84K -5 -0.5%
Corient Private Wealth
110
Corient Private Wealth
Florida
$1.51M -$134K -76 -8%
AG
111
Algert Global
California
$1.45M +$456K +258 +48%
DFCM
112
Dark Forest Capital Management
Puerto Rico
$1.4M +$789K +446 +137%
BA
113
Bridgewater Associates
Connecticut
$1.37M +$1.34M +756 New
SA
114
Sanctuary Advisors
Indiana
$1.31M +$1.32M +744 New
BSW
115
Buckingham Strategic Wealth
Missouri
$1.31M +$292K +165 +30%
ASRS
116
Arizona State Retirement System
Arizona
$1.3M +$19.5K +11 +2%
KS
117
Karpas Strategies
Connecticut
$1.2M
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$1.18M
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$1.15M +$460K +260 +70%
GC
120
Gratus Capital
Georgia
$1.11M
Mariner
121
Mariner
Kansas
$1.09M +$207K +117 +24%
Osaic Holdings
122
Osaic Holdings
Arizona
$1.08M +$409K +231 +64%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$1.06M +$51.3K +29 +5%
FHB
124
First Hawaiian Bank
Hawaii
$1.04M
Barclays
125
Barclays
United Kingdom
$1.04M -$773K -437 -43%

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.