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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
3
WCM Investment Management
California
$22.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$39.3M
5
PFC
5
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
4
Select Equity Group
New York
$53.7M
5
RRAM
5
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
151
Legacy Advisors
Pennsylvania
$875K – – –
CPIG
152
Chicago Partners Investment Group
Illinois
$850K – – –
BIP
153
Brandes Investment Partners
California
$834K +$81.7K +42 +11%
Franklin Resources
154
Franklin Resources
California
$819K +$130K +67 +19%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$809K -$17.5K -9 -2%
GT
156
Glenmede Trust
Pennsylvania
$797K +$50.6K +26 +7%
ECM
157
ExodusPoint Capital Management
New York
$782K -$792K -407 -50%
KFC
158
Klingenstein Fields & Co
New York
$761K – – –
QCM
159
QRG Capital Management
Illinois
$745K -$294K -151 -28%
P
160
&Partners
Tennessee
$735K +$162K +84 +28%
RC
161
Roundview Capital
New Jersey
$730K – – –
KSWA
162
Kathleen S. Wright Associates
Pennsylvania
$712K – – –
ACA
163
American Capital Advisory
Idaho
$694K -$64.2K -33 -8%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$694K +$235K +121 +51%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$687K – – –
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$686K – – –
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$683K +$62.2K +32 +10%
TC
168
TownSquare Capital
Utah
$671K +$401K +206 +148%
BWIA
169
Bryant Woods Investment Advisors
New York
$661K – – –
GCP
170
GSA Capital Partners
United Kingdom
$661K +$661K +340 New
Deutsche Bank
171
Deutsche Bank
Germany
$655K +$358K +184 +120%
HCM
172
Hengehold Capital Management
Ohio
$640K +$191K +98 +42%
CAM
173
Cresset Asset Management
Illinois
$622K -$440K -226 -41%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$622K -$15.6K -8 -2%
LWAM
175
Legacy Wealth Asset Management
Minnesota
$615K -$1.95K -1 -0.3%
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7
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