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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
201
Central Trust Company
Missouri
$137K
AAP
202
Arax Advisory Partners
Colorado
$136K +$4.65K +4 +4%
ST
203
Smithfield Trust
Pennsylvania
$129K
BWP
204
Baldwin Wealth Partners
Massachusetts
$125K
JWBC
205
John W. Brooker & Co
California
$112K
Fidelity Investments
206
Fidelity Investments
Massachusetts
$110K -$3.48K -3 -3%
Ensign Peak Advisors
207
Ensign Peak Advisors
Utah
$100K
SPIA
208
Steward Partners Investment Advisory
New York
$93K
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K
CB
210
Community Bank
New York
$83K
TPCW
211
TD Private Client Wealth
New York
$79.8K -$9.29K -8 -11%
MIM
212
MetLife Investment Management
New Jersey
$76K +$2.32K +2 +3%
QC
213
Quent Capital
New York
$71K +$5.81K +5 +10%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$64K
AIM
215
Anchor Investment Management
South Carolina
$62.3K
TRCT
216
Tower Research Capital (TRC)
New York
$56K -$81.3K -70 -61%
S
217
SignatureFD
Georgia
$52K +$11.6K +10 +31%
STCOSD
218
Sageworth Trust Company of South Dakota
South Dakota
$52K +$24.4K +21 +100%
AS
219
Altshuler Shaham
Israel
$50K -$18.6K -16 -29%
VNA
220
Valley National Advisers
Pennsylvania
$50K
BTI
221
Blue Trust Inc
Georgia
$47K +$47.6K +41 New
IA
222
IFP Advisors
Florida
$38K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$38K
AIG
224
American International Group
New York
$37K -$1.16K -1 -3%
SAM
225
Strategic Asset Management
Minnesota
$35K

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.