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White Mountains Insurance
WTM

Overview Fund Activity

245 hedge funds and large institutions have $3.02B invested in White Mountains Insurance in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
39
Increased
71
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$59M
2
MAP
2
Madison Avenue Partners
New York
$36.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$329M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$77.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$36.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.86M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$263M
4
Victory Capital Management
4
Victory Capital Management
Texas
$72.4M
5
Norges Bank
5
Norges Bank
Norway
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
201
Sowell Financial Services
Arkansas
$115K -$54.5K -45 -32%
CB
202
Community Bank
New York
$111K – – –
BWP
203
Baldwin Wealth Partners
Massachusetts
$111K – – –
JWBC
204
John W. Brooker & Co
California
$100K – – –
SPIA
205
Steward Partners Investment Advisory
New York
$98.1K +$10K +9 +11%
EIM
206
Essex Investment Management
Massachusetts
$78K – – –
TPCW
207
TD Private Client Wealth
New York
$75.8K +$14.5K +13 +24%
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$69.1K +$3.35K +3 +5%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$64K -$3.31K -3 -5%
US Bancorp
210
US Bancorp
Minnesota
$55K -$50.5K -45 -48%
S
211
SignatureFD
Georgia
$47K -$6.71K -6 -13%
VNA
212
Valley National Advisers
Pennsylvania
$45K – – –
GWM
213
Geneos Wealth Management
Colorado
$45K +$45K +39 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$43K +$39.7K +36 +1,200%
LC
215
Lindbrook Capital
California
$35K – – –
WP
216
WealthShield Partners
North Carolina
$31K +$31K +28 New
PCG
217
Private Capital Group
Connecticut
$28K -$11.2K -10 -29%
CA
218
Centerpoint Advisors
Massachusetts
$28K – – –
FHA
219
First Horizon Advisors
Tennessee
$27K +$5.4K +5 +25%
CFGS
220
Concourse Financial Group Securities
Alabama
$23K +$3.29K +3 +17%
SFSIG
221
San Francisco Sentry Investment Group
California
$22K – – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$21K +$11.1K +10 +111%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$20K +$6.67K +6 +50%
Twin Tree Management
224
Twin Tree Management
Texas
$18K +$18K +16 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$17K -$4.25K -4 -20%
7 8
9
10 11