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White Mountains Insurance
WTM

Overview Fund Activity

303 hedge funds and large institutions have $3.73B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
106
Reduced
83
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$56.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.3M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$12.1M
4
EP
4
Edgestream Partners
New Jersey
$7.59M
5
LCOV
5
London Company of Virginia
Virginia
$118M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$58.8M
2
American Century Companies
2
American Century Companies
Missouri
$9.31M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$103M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$207M
5
Invesco
5
Invesco
Georgia
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$400K +$33.9K +20 +9%
SWM
177
Sendero Wealth Management
Texas
$397K – – –
AIM
178
Athena Investment Management
California
$394K – – –
HCM
179
Hengehold Capital Management
Ohio
$392K +$81.4K +48 +26%
STA
180
Summit Trail Advisors
New York
$387K -$22.1K -13 -5%
VWM
181
Venturi Wealth Management
Texas
$375K – – –
KeyBank National Association
182
KeyBank National Association
Ohio
$371K -$23.7K -14 -6%
VI
183
Vestcor Inc
New Brunswick, Canada
$371K – – –
OWA
184
One Wealth Advisors
California
$365K – – –
PAG
185
Private Advisor Group
New Jersey
$363K +$1.7K +1 +0.5%
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$363K +$13.6K +8 +4%
HVP
187
Hudson Value Partners
Florida
$349K – – –
GRP
188
Global Retirement Partners
California
$346K +$190K +112 +122%
OWA
189
Opal Wealth Advisors
New York
$341K +$5.09K +3 +2%
VPIM
190
Vanguard Personalized Indexing Management
California
$341K +$3.39K +2 +1%
EWM
191
Evercore Wealth Management
New York
$339K – – –
CGIM
192
Cannon Global Investment Management
Florida
$339K +$339K +200 New
NRS
193
Neville Rodie & Shaw
New York
$339K – – –
WS
194
Wedbush Securities
California
$339K – – –
FNFDCM
195
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$338K – – –
JIC
196
Johnson Investment Counsel
Ohio
$314K – – –
COI
197
Connable Office Inc
Michigan
$307K -$15.3K -9 -5%
AAP
198
Arax Advisory Partners
Colorado
$304K +$6.8K +4 +2%
FRA
199
Frank Rimerman Advisors
California
$300K – – –
PS
200
Principal Securities
Iowa
$293K +$40.7K +24 +16%
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8
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