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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 %
SNBOSCI
176
Security National Bank of Sioux City Iowa
Iowa
$200K +$200K +200 New
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$193K – – –
CSS
178
Cubist Systematic Strategies
Connecticut
$176K -$358K -358 -67%
PHK
179
Point72 Hong Kong
Hong Kong
$174K -$69K -69 -28%
AII
180
AGF Investments Inc
Ontario, Canada
$173K -$209K -209 -55%
MI
181
Markston International
New York
$170K -$5K -5 -3%
First Manhattan
182
First Manhattan
New York
$156K – – –
SFS
183
Sowell Financial Services
Arkansas
$140K +$26K +26 +23%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$136K +$6K +6 +5%
CCA
185
Childress Capital Advisors
Texas
$120K +$120K +120 New
ST
186
Smithfield Trust
Pennsylvania
$113K -$12K -12 -10%
CTC
187
Central Trust Company
Missouri
$110K – – –
CB
188
Community Bank
New York
$100K – – –
BWP
189
Baldwin Wealth Partners
Massachusetts
$100K – – –
CPWM
190
Cypress Point Wealth Management
Texas
$95K +$95K +95 New
US Bancorp
191
US Bancorp
Minnesota
$94K -$4K -4 -4%
JWBC
192
John W. Brooker & Co
California
$90K – – –
AAP
193
Arax Advisory Partners
Colorado
$87K +$7K +7 +9%
IA
194
IFP Advisors
Florida
$85K – – –
SPIA
195
Steward Partners Investment Advisory
New York
$79K +$4K +4 +5%
EIM
196
Essex Investment Management
Massachusetts
$70K – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$61K -$1K -1 -2%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$59K -$2K -2 -3%
PWM
199
Perigon Wealth Management
California
$56K +$56K +56 New
TPCW
200
TD Private Client Wealth
New York
$55K -$8.01K -8 -13%
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