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White Mountains Insurance
WTM

Overview Fund Activity

234 hedge funds and large institutions have $2.71B invested in White Mountains Insurance in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+11
Holders Change %
+4.93%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
41
Increased
52
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$162M
2
CSC
2
Cove Street Capital
California
$22.7M
3
ACM
3
Atlanta Capital Management
Georgia
$201M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$251M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.17M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$41.1M
2
Wells Fargo
2
Wells Fargo
California
$43.6M
3
WHG
3
Westwood Holdings Group
Texas
$11.9M
4
FAM
4
Fenimore Asset Management
New York
$17.8M
5
NI
5
Nuance Investments
Missouri
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
151
Campbell & Co Investment Adviser
Maryland
$300K -$971K -971 -76%
BMWM
152
Brown Miller Wealth Management
Virginia
$298K +$298K +298 New
OWA
153
Opal Wealth Advisors
New York
$293K +$293K +293 New
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$288K +$288K +288 New
BF
155
BOK Financial
Oklahoma
$285K +$285K +285 New
Lazard Asset Management
156
Lazard Asset Management
New York
$262K +$262K +262 New
AWM
157
Adams Wealth Management
Utah
$261K -$2K -2 -0.8%
SIA
158
Soltis Investment Advisors
Utah
$256K +$256K +256 New
P
159
Pitcairn
Pennsylvania
$251K +$251K +251 New
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$250K +$250K +250 New
GHA
161
GW Henssler & Associates
Georgia
$246K +$246K +246 New
Macquarie Group
162
Macquarie Group
Australia
$242K -$5.58M -5,582 -96%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$241K – – –
FMT
164
First Mercantile Trust
Tennessee
$226K -$40K -40 -15%
HVP
165
Hudson Value Partners
Florida
$225K +$225K +225 New
Cerity Partners
166
Cerity Partners
New York
$215K +$215K +215 New
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$212K +$212K +212 New
ProShare Advisors
168
ProShare Advisors
Maryland
$210K +$210K +210 New
RFC
169
Regions Financial Corp
Alabama
$203K +$203K +203 New
TRCT
170
Tower Research Capital (TRC)
New York
$200K -$928K -928 -82%
SNBOSCI
171
Security National Bank of Sioux City Iowa
Iowa
$200K +$200K +200 New
TSS
172
Two Sigma Securities
New York
$200K +$200K +200 New
NRS
173
Neville Rodie & Shaw
New York
$200K +$200K +200 New
EWM
174
Empirical Wealth Management
Washington
$200K +$200K +200 New
QI
175
QS Investors
New York
$200K +$200K +200 New
5 6
7
8 9