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White Mountains Insurance
WTM

Overview Fund Activity

295 hedge funds and large institutions have $3.72B invested in White Mountains Insurance in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+24
Holders Change %
+8.86%
% of All Funds
4.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
88
Reduced
100
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$596M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$89M
3
Select Equity Group
Select Equity Group
New York
$45.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$17.2M
5
American Century Companies
American Century Companies
Missouri
$22.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$140M
2
Federated Hermes
Federated Hermes
Pennsylvania
$1.81M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$195M
4
SI
Scout Investments
Missouri
$27.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$534K -$63.2K -42 -11%
BWIA
152
Bryant Woods Investment Advisors
New York
$512K – – –
Citadel Advisors
153
Citadel Advisors
Florida
$498K +$498K +331 New
LAM
154
Lummis Asset Management
Texas
$489K +$489K +325 New
CM
155
Capula Management
Cayman Islands
$486K +$486K +323 New
VOYA Investment Management
156
VOYA Investment Management
Georgia
$468K -$3.01K -2 -0.6%
CDH
157
Charles D. Hyman
$459K -$67.7K -45 -13%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$452K – – –
BMWM
159
Brown Miller Wealth Management
Virginia
$449K – – –
Verition Fund Management
160
Verition Fund Management
Connecticut
$438K -$135K -90 -24%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$437K -$3.01K -2 -0.7%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$429K +$429K +285 New
DFCM
163
Dark Forest Capital Management
Puerto Rico
$427K +$427K +284 New
ESB
164
Essex Savings Bank
Connecticut
$427K +$22.6K +15 +6%
LWAM
165
Legacy Wealth Asset Management
Minnesota
$423K +$9.03K +6 +2%
HP
166
Highlander Partners
Texas
$421K – – –
Millennium Management
167
Millennium Management
New York
$409K -$1.8M -1,193 -81%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$406K +$406K +270 New
HF
169
HRT Financial
New York
$391K -$415K -276 -51%
SIA
170
Soltis Investment Advisors
Utah
$385K – – –
RWM
171
Ritholtz Wealth Management
New York
$382K +$382K +254 New
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$382K -$39.1K -26 -9%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$381K +$108K +72 +40%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$381K – – –
XT
175
XTX Topco
Cayman Islands
$379K +$379K +252 New
5 6
7
8 9