White Mountains Insurance
304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.
44% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 27
9% more capital invested
Capital invested by funds: $3.72B → $4.06B (+$337M)
3% more funds holding
Funds holding: 295 → 304 (+9)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 96
2.91% less ownership
Funds ownership: 96.5% → 93.59% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$226M |
| 2 |
CS
Cannell & Spears
New York
|
+$50.7M |
| 3 |
Select Equity Group
New York
|
+$33.3M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$11.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$353M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$13M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.7M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$7.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$6.86M |
WTM Hedge Fund Activity: Q1 2024 in Review
304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2024, worth a combined $4.06B — up 9.1% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WTM positions and 27 closed out — a net gain of 12 holders — while 91 added to existing stakes and 96 trimmed.
The largest buyer was Global Assets Advisory, opening a new position worth an estimated $226M. The largest seller was Morgan Stanley, cutting an estimated $353M.
- 304 institutional investors held White Mountains Insurance (WTM) as of Q1 2024, up from 295 in Q4 2023.
- Funds reported $4.06B of White Mountains Insurance stock for Q1 2024, up 9.1% quarter-over-quarter.
- 39 funds opened new White Mountains Insurance positions in Q1 2024 and 27 closed out, a net change of +12 holders.
- The largest White Mountains Insurance buyer in Q1 2024 was Global Assets Advisory, an estimated $226M added.
- The largest White Mountains Insurance seller in Q1 2024 was Morgan Stanley, an estimated $353M sold.
Based on aggregated 13F filings for Q1 2024.