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White Mountains Insurance
WTM

Overview Fund Activity

303 hedge funds and large institutions have $3.73B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
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
106
Reduced
83
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$56.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.3M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$12.1M
4
EP
4
Edgestream Partners
New Jersey
$7.59M
5
LCOV
5
London Company of Virginia
Virginia
$118M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$58.8M
2
American Century Companies
2
American Century Companies
Missouri
$9.31M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$103M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$207M
5
Invesco
5
Invesco
Georgia
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$933K – – –
CAM
127
Cresset Asset Management
Illinois
$926K +$127K +75 +16%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$918K -$30.5K -18 -3%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$909K +$10.2K +6 +1%
QCM
130
QRG Capital Management
Illinois
$906K +$1.7K +1 +0.2%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$906K +$6.79K +4 +0.8%
EI
132
Ethic Inc
New York
$904K -$113K -63 -11%
MPPLM
133
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$901K +$556K +328 +162%
PAS
134
Park Avenue Securities
New York
$894K -$64.5K -38 -7%
CPIG
135
Chicago Partners Investment Group
Illinois
$832K +$5.5K +3 +0.7%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$806K +$83.1K +49 +12%
RAM
137
Resona Asset Management
Japan
$777K – – –
LA
138
Legacy Advisors
Pennsylvania
$763K +$763K +450 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$723K -$6.8K -4 -0.9%
KSWA
140
Kathleen S. Wright Associates
Pennsylvania
$688K – – –
ET
141
Equitable Trust
Tennessee
$680K +$98.4K +58 +17%
XT
142
XTX Topco
Cayman Islands
$678K +$678K +400 New
Millennium Management
143
Millennium Management
New York
$668K +$50.9K +30 +8%
KFC
144
Klingenstein Fields & Co
New York
$663K – – –
Verition Fund Management
145
Verition Fund Management
Connecticut
$663K +$139K +82 +27%
ACA
146
American Capital Advisory
Idaho
$662K – – –
Prudential Financial
147
Prudential Financial
New Jersey
$658K +$210K +124 +47%
BIP
148
Brandes Investment Partners
California
$656K +$81.4K +48 +14%
Osaic Holdings
149
Osaic Holdings
Arizona
$655K -$353K -208 -35%
Franklin Resources
150
Franklin Resources
California
$654K +$98K +53 +18%
4 5
6
7 8