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White Mountains Insurance
WTM

Overview Fund Activity

304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$299K -$12.6K -7 -4%
IP
202
Isthmus Partners
Wisconsin
$294K – – –
CSS
203
Cubist Systematic Strategies
Connecticut
$294K +$294K +164 New
MBI
204
May Barnhard Investments
Maryland
$278K – – –
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$275K +$70K +39 +34%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$271K -$52K -29 -16%
Empower Advisory Group
207
Empower Advisory Group
Colorado
$271K – – –
TRCT
208
Tower Research Capital (TRC)
New York
$269K -$10.8K -6 -4%
OF
209
Outfitter Financial
Maine
$269K – – –
MGIA
210
Moneta Group Investment Advisors
Missouri
$269K – – –
CIM
211
Chapman Investment Management
California
$257K – – –
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$255K +$255K +142 New
Deutsche Bank
213
Deutsche Bank
Germany
$255K +$32.3K +18 +15%
New York State Teachers Retirement System (NYSTRS)
214
New York State Teachers Retirement System (NYSTRS)
New York
$253K – – –
CWA
215
CM Wealth Advisors
Ohio
$253K +$253K +136 New
RJT
216
Raymond James Trust
Florida
$249K -$7.18K -4 -3%
BRWA
217
B. Riley Wealth Advisors
Florida
$248K +$248K +166 New
AB
218
Amalgamated Bank
New York
$248K -$485K -270 -66%
FFA
219
Farther Finance Advisors
California
$248K +$5.31K +3 +2%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$242K -$23.3K -13 -9%
CAN
221
Cetera Advisor Networks
California
$240K -$48.4K -27 -17%
P
222
Pitcairn
Pennsylvania
$240K -$14.4K -8 -6%
URS
223
Utah Retirement Systems
Utah
$240K – – –
GT
224
Glenview Trust
Kentucky
$239K +$239K +133 New
NPP
225
New Potomac Partners
Maryland
$233K -$17.9K -10 -7%
7 8
9
10 11