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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 %
BMWM
176
Brown Miller Wealth Management
Virginia
$580K – – –
STA
177
Summit Trail Advisors
New York
$568K +$124K +64 +28%
Jane Street
178
Jane Street
New York
$558K -$1.98M -1,020 -78%
ESB
179
Essex Savings Bank
Connecticut
$552K – – –
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$551K -$52.6K -27 -9%
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$549K – – –
Lazard Asset Management
182
Lazard Asset Management
New York
$546K +$488K +251 +837%
HP
183
Highlander Partners
Texas
$545K – – –
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$539K +$539K +277 New
GRP
185
Global Retirement Partners
California
$510K +$113K +58 +28%
SRB
186
Shotwell Rutter Baer
Michigan
$494K – – –
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$492K – – –
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$473K -$5.84K -3 -1%
RWM
189
Ritholtz Wealth Management
New York
$467K -$7.78K -4 -2%
LAM
190
LECAP Asset Management
United Kingdom
$467K -$109K -56 -19%
SWM
191
Sendero Wealth Management
Texas
$455K – – –
AG
192
Algert Global
California
$453K +$453K +233 New
AIM
193
Athena Investment Management
California
$449K -$1.95K -1 -0.4%
VWM
194
Venturi Wealth Management
Texas
$436K +$5.84K +3 +1%
YMRC
195
Yorktown Management & Research Company
Virginia
$428K +$428K +220 New
VI
196
Vestcor Inc
New Brunswick, Canada
$426K – – –
PAG
197
Private Advisor Group
New Jersey
$422K +$5.84K +3 +1%
Universal-Beteiligungs- und Servicegesellschaft
198
Universal-Beteiligungs- und Servicegesellschaft
Germany
$420K +$420K +216 New
OWA
199
One Wealth Advisors
California
$418K – – –
HVP
200
Hudson Value Partners
Florida
$401K – – –
6 7
8
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