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White Mountains Insurance

304 hedge funds and large institutions have $3.78B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

1% less funds holding

Funds holding: 306304 (-2)

1.27% less ownership

Funds ownership: 88.67%87.4% (-1.3%)

9% less capital invested

Capital invested by funds: $4.14B → $3.78B (-$362M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
107
Reduced
83
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$1.9M -$124K -71 -6%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$1.88M -$13.9K -8 -0.8%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$1.87M
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$1.84M
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M +$237K +136 +14%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$1.7M +$5.23K +3 +0.3%
SA
107
Sanctuary Advisors
Indiana
$1.7M +$194K +111 +15%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$1.7M -$166K -95 -9%
OBAM
109
ODDO BHF Asset Management
France
$1.61M +$1.65M +947 New
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.6M -$83.7K -48 -5%
SPI
111
Sutton Place Investors
New York
$1.58M
BAM
112
Brave Asset Management
New Jersey
$1.57M
SFA
113
Sequoia Financial Advisors
Ohio
$1.5M +$1.2M +689 +353%
DFCM
114
Dark Forest Capital Management
Puerto Rico
$1.44M +$139K +80 +10%
ECM
115
ExodusPoint Capital Management
New York
$1.37M +$1.18M +674 +499%
ASRS
116
Arizona State Retirement System
Arizona
$1.25M +$41.8K +24 +3%
SSA
117
Schonfeld Strategic Advisors
New York
$1.19M +$349K +200 +40%
Mariner
118
Mariner
Kansas
$1.14M +$129K +74 +12%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$1.1M
Citigroup
120
Citigroup
New York
$1.1M +$385K +221 +52%
MAM
121
Martingale Asset Management
Massachusetts
$1M -$1.15M -661 -53%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$996K +$3.49K +2 +0.3%
AI
123
Atria Investments
North Carolina
$990K +$82K +47 +9%
FHB
124
First Hawaiian Bank
Hawaii
$970K
ANTB
125
AMG National Trust Bank
Colorado
$958K

WTM Hedge Fund Activity: Q3 2024 in Review

304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2024, worth a combined $3.78B — down 8.7% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WTM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 83 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $27.8M. The largest seller was Select Equity Group, cutting an estimated $43.1M.

  • 304 institutional investors held White Mountains Insurance (WTM) as of Q3 2024, down from 306 in Q2 2024.
  • Funds reported $3.78B of White Mountains Insurance stock for Q3 2024, down 8.7% quarter-over-quarter.
  • 28 funds opened new White Mountains Insurance positions in Q3 2024 and 25 closed out, a net change of +3 holders.
  • The largest White Mountains Insurance buyer in Q3 2024 was Neuberger Berman Group, an estimated $27.8M added.
  • The largest White Mountains Insurance seller in Q3 2024 was Select Equity Group, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.