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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
EI
126
Ethic Inc
New York
$1.03M +$111K +63 +13%
PAS
127
Park Avenue Securities
New York
$1.03M +$67.2K +38 +7%
ANTB
128
AMG National Trust Bank
Colorado
$1.03M -$5.31K -3 -0.5%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.02M +$281K +159 +40%
PIM
130
Parker Investment Management
California
$1,000K
RFC
131
Regions Financial Corp
Alabama
$1,000K
AI
132
Atria Investments
North Carolina
$975K +$950K +537 New
QCM
133
QRG Capital Management
Illinois
$969K +$33.6K +19 +4%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$963K +$30.1K +17 +3%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$963K +$5.31K +3 +0.6%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$936K +$61.9K +35 +7%
SSA
137
Schonfeld Strategic Advisors
New York
$909K +$884K +500 New
CAM
138
Cresset Asset Management
Illinois
$856K +$44.2K +25 +6%
RAM
139
Resona Asset Management
Japan
$832K -$56.6K -32 -7%
AB
140
Amalgamated Bank
New York
$798K +$532K +301 +218%
CPIG
141
Chicago Partners Investment Group
Illinois
$796K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$795K
Citigroup
143
Citigroup
New York
$778K -$301K -170 -28%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$774K +$196K +111 +35%
DCM
145
Dean Capital Management
Kansas
$711K -$883K -499 -56%
LCM
146
Legato Capital Management
California
$711K -$883K -499 -56%
KFC
147
Klingenstein Fields & Co
New York
$711K
GT
148
Glenmede Trust
Pennsylvania
$685K -$110K -62 -14%
RC
149
Roundview Capital
New Jersey
$682K
Millennium Management
150
Millennium Management
New York
$662K -$580K -328 -47%

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.