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White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
201
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$226K 160 +160 New
First Manhattan
202
First Manhattan
New York
$221K 156 – –
Prudential Financial
203
Prudential Financial
New Jersey
$218K 154 -25 -14%
PCA
204
Personal Capital Advisors
California
$214K 151 +151 New
MGIA
205
Moneta Group Investment Advisors
Missouri
$212K 139 +139 New
ET
206
Equitable Trust
Tennessee
$212K 150 +150 New
OF
207
Outfitter Financial
Maine
$212K 150 +150 New
TSS
208
Two Sigma Securities
New York
$204K 144 +144 New
LC
209
Lindbrook Capital
California
$185K 131 – –
Deutsche Bank
210
Deutsche Bank
Germany
$170K 120 +120 New
AAP
211
Arax Advisory Partners
Colorado
$165K 116 +2 +2%
CTC
212
Central Trust Company
Missouri
$156K 110 – –
BWP
213
Baldwin Wealth Partners
Massachusetts
$141K 100 – –
ST
214
Smithfield Trust
Pennsylvania
$136K 97 -7 -7%
SPIA
215
Steward Partners Investment Advisory
New York
$106K 75 – –
BTI
216
Blue Trust Inc
Georgia
$95K 73 +28 +62%
CB
217
Community Bank
New York
$94.8K 67 – –
TPCW
218
TD Private Client Wealth
New York
$86.3K 61 +2 +3%
CT
219
Colonial Trust
South Carolina
$86.3K 61 +61 New
QC
220
Quent Capital
New York
$80.6K 57 – –
S
221
SignatureFD
Georgia
$77.8K 55 +8 +17%
MIM
222
MetLife Investment Management
New Jersey
$73.5K 52 -6 -10%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$72.1K 51 +1 +2%
AIM
224
Anchor Investment Management
South Carolina
$70.7K 50 – –
VNA
225
Valley National Advisers
Pennsylvania
$57K 40 – –
7 8
9
10 11