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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 %
BWIA
151
Bryant Woods Investment Advisors
New York
$481K – – –
VOYA Investment Management
152
VOYA Investment Management
Georgia
$457K -$56.6K -40 -11%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$451K -$222K -157 -33%
SG Americas Securities
154
SG Americas Securities
New York
$443K -$183K -129 -29%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$443K +$443K +313 New
Verition Fund Management
156
Verition Fund Management
Connecticut
$440K -$994K -703 -69%
Corient Private Wealth
157
Corient Private Wealth
Florida
$440K +$440K +311 New
PAS
158
Park Avenue Securities
New York
$433K +$29.7K +21 +7%
EA
159
Ellsworth Advisors
Ohio
$428K -$4.29K -3 -1%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$424K – – –
CIM
161
Chapman Investment Management
California
$424K – – –
BMWM
162
Brown Miller Wealth Management
Virginia
$422K – – –
Cerity Partners
163
Cerity Partners
New York
$420K +$28.3K +20 +7%
DCM
164
Dean Capital Management
Kansas
$412K -$972K -687 -70%
LCM
165
Legato Capital Management
California
$412K +$412K +291 New
KIA
166
KCM Investment Advisors
California
$407K -$106K -75 -21%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$382K +$12.7K +9 +3%
HP
168
Highlander Partners
Texas
$382K – – –
GAM
169
Gotham Asset Management
New York
$382K – – –
ESB
170
Essex Savings Bank
Connecticut
$380K -$39.6K -28 -9%
SIA
171
Soltis Investment Advisors
Utah
$362K – – –
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$358K – – –
Principal Financial Group
173
Principal Financial Group
Iowa
$356K -$90.5K -64 -20%
HSA
174
HBK Sorce Advisory
Pennsylvania
$351K +$351K +248 New
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$342K -$25.4K -18 -7%
5 6
7
8 9