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White Mountains Insurance
WTM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$406K +$12.6K +7 +3%
ET
177
Equitable Trust
Tennessee
$400K +$12.6K +7 +3%
OWA
178
Opal Wealth Advisors
New York
$398K -$1.79K -1 -0.4%
VI
179
Vestcor Inc
New Brunswick, Canada
$393K +$82.5K +46 +27%
Principal Financial Group
180
Principal Financial Group
Iowa
$388K +$117K +65 +43%
PAG
181
Private Advisor Group
New Jersey
$382K -$3.59K -2 -0.9%
OWA
182
One Wealth Advisors
California
$375K +$1.79K +1 +0.5%
HVP
183
Hudson Value Partners
Florida
$370K – – –
VPIM
184
Vanguard Personalized Indexing Management
California
$362K +$19.7K +11 +6%
HighTower Advisors
185
HighTower Advisors
Illinois
$360K +$34.2K +19 +10%
NRS
186
Neville Rodie & Shaw
New York
$359K – – –
NL
187
NKCFO LLC
Illinois
$359K +$359K +200 New
EWM
188
Evercore Wealth Management
New York
$359K – – –
NYLIM
189
New York Life Investment Management
New York
$359K +$359K +200 New
FNFDCM
190
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$357K – – –
SFA
191
Sequoia Financial Advisors
Ohio
$350K -$592K -330 -63%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$345K -$111K -62 -24%
Franklin Resources
193
Franklin Resources
California
$343K +$343K +191 New
COI
194
Connable Office Inc
Michigan
$341K -$21.5K -12 -6%
SWM
195
Sendero Wealth Management
Texas
$337K – – –
JIC
196
Johnson Investment Counsel
Ohio
$332K -$89.7K -50 -21%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$319K +$319K +178 New
PA
198
Pinnacle Associates
New York
$318K – – –
HCM
199
Hengehold Capital Management
Ohio
$307K +$53.8K +30 +21%
STA
200
Summit Trail Advisors
New York
$303K -$3.59K -2 -1%
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8
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