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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 Market Value Shares Shares
Change 		Shares
Change %
KI
176
Kula Investments
Illinois
$337K 238 +238 New
BF
177
BOK Financial
Oklahoma
$337K 238 -12 -5%
COI
178
Connable Office Inc
Michigan
$335K 237 +5 +2%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$334K 236 -349 -60%
AIM
180
Athena Investment Management
California
$331K 234 +6 +3%
HVP
181
Hudson Value Partners
Florida
$318K 225 -5 -2%
IWA
182
Icon Wealth Advisors
Texas
$314K 222 -492 -69%
VPIM
183
Vanguard Personalized Indexing Management
California
$313K 221 -23 -9%
M&T Bank
184
M&T Bank
New York
$307K 217 -329 -60%
Squarepoint
185
Squarepoint
New York
$304K 215 +10 +5%
OWA
186
One Wealth Advisors
California
$294K 208 +1 +0.5%
OWA
187
Opal Wealth Advisors
New York
$293K 207 -39 -16%
NRS
188
Neville Rodie & Shaw
New York
$283K 200 – –
EWM
189
Evercore Wealth Management
New York
$283K 200 – –
FNFDCM
190
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$281K 199 – –
KAS
191
Kestra Advisory Services
Texas
$280K 198 +198 New
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$277K 196 -129 -40%
SFA
193
Sequoia Financial Advisors
Ohio
$277K 196 +196 New
ProShare Advisors
194
ProShare Advisors
Maryland
$274K 194 +1 +0.5%
IMOV
195
Investment Management of Virginia
Virginia
$256K 181 – –
CL
196
CSS LLC
Illinois
$242K 171 – –
IP
197
Isthmus Partners
Wisconsin
$232K 164 – –
US Bancorp
198
US Bancorp
Minnesota
$231K 163 -11 -6%
GT
199
Glenview Trust
Kentucky
$231K 163 -30 -16%
Dimensional Fund Advisors
200
Dimensional Fund Advisors
Texas
$226K 160,079 -886 -0.6%
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8
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