White Mountains Insurance
WTM
304 hedge funds and large institutions have $3.78B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 25 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 83
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
1% less funds holding
Funds holding: 306 → 304 (-2)
1.27% less ownership
Funds ownership: 88.67% → 87.4% (-1.3%)
9% less capital invested
Capital invested by funds: $4.14B → $3.78B (-$362M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$27.8M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$12M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$10.1M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$7.8M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$43.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$16.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$12M |
WTM Hedge Fund Activity: Q3 2024 in Review
304 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2024, worth a combined $3.78B — down 8.7% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WTM positions and 25 closed out — a net gain of 3 holders — while 107 added to existing stakes and 83 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $27.8M. The largest seller was Select Equity Group, cutting an estimated $43.1M.
- 304 institutional investors held White Mountains Insurance (WTM) as of Q3 2024, down from 306 in Q2 2024.
- Funds reported $3.78B of White Mountains Insurance stock for Q3 2024, down 8.7% quarter-over-quarter.
- 28 funds opened new White Mountains Insurance positions in Q3 2024 and 25 closed out, a net change of +3 holders.
- The largest White Mountains Insurance buyer in Q3 2024 was Neuberger Berman Group, an estimated $27.8M added.
- The largest White Mountains Insurance seller in Q3 2024 was Select Equity Group, an estimated $43.1M sold.
Based on aggregated 13F filings for Q3 2024.