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White Mountains Insurance
WTM

Overview Fund Activity

303 hedge funds and large institutions have $3.73B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
106
Reduced
83
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$56.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.3M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$12.1M
4
EP
4
Edgestream Partners
New Jersey
$7.59M
5
LCOV
5
London Company of Virginia
Virginia
$118M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$58.8M
2
American Century Companies
2
American Century Companies
Missouri
$9.31M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$103M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$207M
5
Invesco
5
Invesco
Georgia
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
201
Isthmus Partners
Wisconsin
$278K – – –
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$275K +$8.48K +5 +3%
CL
203
Choreo LLC
Illinois
$269K +$23K +13 +9%
TSS
204
Two Sigma Securities
New York
$268K -$299K -176 -53%
Principal Financial Group
205
Principal Financial Group
Iowa
$268K -$52.6K -31 -16%
PA
206
Pinnacle Associates
New York
$266K – – –
Deutsche Bank
207
Deutsche Bank
Germany
$260K +$6.79K +4 +3%
US Bancorp
208
US Bancorp
Minnesota
$256K -$84.8K -50 -25%
Empower Advisory Group
209
Empower Advisory Group
Colorado
$256K – – –
MGIA
210
Moneta Group Investment Advisors
Missouri
$254K – – –
CW
211
CreativeOne Wealth
Kansas
$251K -$305K -180 -55%
ZIM
212
Zacks Investment Management
Illinois
$251K +$251K +148 New
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$246K +$246K +145 New
CIM
214
Chapman Investment Management
California
$243K – – –
VT
215
Vise Technologies
New York
$236K -$5.09K -3 -2%
TC
216
TownSquare Capital
Utah
$236K +$28.8K +17 +14%
CC
217
Centiva Capital
New York
$232K +$232K +137 New
FFA
218
Farther Finance Advisors
California
$227K -$15.3K -9 -6%
URS
219
Utah Retirement Systems
Utah
$227K – – –
AB
220
Amalgamated Bank
New York
$227K -$517K -305 -69%
NPP
221
New Potomac Partners
Maryland
$221K – – –
SC
222
Savant Capital
Illinois
$221K +$5.09K +3 +2%
Russell Investments Group
223
Russell Investments Group
United Kingdom
$221K -$241K -142 -52%
M&T Bank
224
M&T Bank
New York
$219K -$6.79K -4 -3%
LI
225
LRI Investments
Florida
$213K +$7.67K +4 +4%
7 8
9
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