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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
3
WCM Investment Management
California
$22.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$39.3M
5
PFC
5
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
4
Select Equity Group
New York
$53.7M
5
RRAM
5
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$2.13M +$19.5K +10 +0.9%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$2.1M – – –
AGP
103
Autumn Glory Partners
Texas
$2.1M -$2.1M -1,080 -50%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$2.08M -$1.25M -645 -38%
CSC
105
Cove Street Capital
California
$2.07M -$2.05M -1,056 -50%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$2.07M +$93.4K +48 +5%
MSFS
107
Main Street Financial Solutions
Pennsylvania
$1.96M +$13.6K +7 +0.7%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$1.95M – – –
OBAM
109
ODDO BHF Asset Management
France
$1.94M +$101K +52 +5%
SPI
110
Sutton Place Investors
New York
$1.81M – – –
BAM
111
Brave Asset Management
New Jersey
$1.8M – – –
SFA
112
Sequoia Financial Advisors
Ohio
$1.78M +$64.2K +33 +4%
PFSRSONJ
113
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.77M +$1.77M +908 New
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.73M -$99.2K -51 -5%
SA
115
Sanctuary Advisors
Indiana
$1.66M -$11.7K -6 -0.7%
Mariner
116
Mariner
Kansas
$1.6M +$294K +151 +22%
Citigroup
117
Citigroup
New York
$1.48M +$216K +111 +17%
ASRS
118
Arizona State Retirement System
Arizona
$1.45M +$13.6K +7 +0.9%
DFCM
119
Dark Forest Capital Management
Puerto Rico
$1.4M -$257K -132 -16%
SSA
120
Schonfeld Strategic Advisors
New York
$1.36M – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1.36M -$41.8M -21,499 -97%
OIAM
122
OFI Invest Asset Management
France
$1.32M +$1.32M +704 New
Verition Fund Management
123
Verition Fund Management
Connecticut
$1.27M +$513K +264 +68%
Luther King Capital Management (LKCM)
124
Luther King Capital Management (LKCM)
Texas
$1.26M – – –
Corient Private Wealth
125
Corient Private Wealth
Florida
$1.24M -$951K -489 -43%
3 4
5
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