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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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
Acrisure Capital Management
Texas
$687K +$687K +486 New
VI
127
Vestcor Inc
New Brunswick, Canada
$675K – – –
CPIG
128
Chicago Partners Investment Group
Illinois
$673K – – –
HighTower Advisors
129
HighTower Advisors
Illinois
$646K +$33.7K +24 +6%
EWM
130
Empirical Wealth Management
Washington
$645K -$89.1K -63 -12%
GT
131
Glenmede Trust
Pennsylvania
$644K -$52.3K -37 -8%
AG
132
Algert Global
California
$628K – – –
QCM
133
Quantinno Capital Management
New York
$621K +$1.42K +1 +0.2%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$616K +$25.8K +18 +4%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$603K +$154K +109 +34%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$591K +$66.5K +47 +13%
RC
137
Roundview Capital
New Jersey
$566K – – –
EI
138
Ethic Inc
New York
$561K +$303K +214 +117%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$554K – – –
KFC
140
Klingenstein Fields & Co
New York
$553K – – –
KSWA
141
Kathleen S. Wright Associates
Pennsylvania
$537K – – –
AWM
142
AE Wealth Management
Kansas
$530K – – –
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$529K -$149K -105 -22%
KeyBank National Association
144
KeyBank National Association
Ohio
$526K +$9.9K +7 +2%
ZCA
145
Zeke Capital Advisors
Pennsylvania
$523K -$8.49K -6 -2%
IIM
146
INTECH Investment Management
Florida
$496K – – –
CDH
147
Charles D. Hyman
$495K – – –
PAMS
148
Pictet Asset Management (Switzerland)
Switzerland
$495K +$170K +120 +52%
LWAM
149
Legacy Wealth Asset Management
Minnesota
$494K -$12.7K -9 -3%
Mariner
150
Mariner
Kansas
$481K +$36.8K +26 +8%
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6
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