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White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$66.3M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$88.4M
3
WCM Investment Management
WCM Investment Management
California
$22.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$39.3M
5
PFC
Phocas Financial Corp
California
$11.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
Select Equity Group
New York
$53.7M
5
RRAM
River Road Asset Management
Kentucky
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$401K +$9.73K +5 +2%
TSS
202
Two Sigma Securities
New York
$401K +$93.4K +48 +30%
WS
203
Wedbush Securities
California
$399K +$9.73K +5 +3%
OWA
204
Opal Wealth Advisors
New York
$397K +$5.84K +3 +1%
EWM
205
Evercore Wealth Management
New York
$389K – – –
SIC
206
Sage Investment Counsel
Tennessee
$389K +$389K +200 New
NRS
207
Neville Rodie & Shaw
New York
$389K – – –
FNFDCM
208
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K – – –
JIC
209
Johnson Investment Counsel
Ohio
$360K – – –
PS
210
Principal Securities
Iowa
$360K +$23.3K +12 +7%
KeyBank National Association
211
KeyBank National Association
Ohio
$356K -$70K -36 -16%
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$354K -$62.2K -32 -15%
COI
213
Connable Office Inc
Michigan
$352K – – –
AAP
214
Arax Advisory Partners
Colorado
$345K -$3.9K -2 -1%
FRA
215
Frank Rimerman Advisors
California
$344K – – –
PA
216
Pinnacle Associates
New York
$344K – – –
MOS
217
MGO One Seven
Ohio
$342K +$342K +176 New
CL
218
Choreo LLC
Illinois
$340K +$46.3K +24 +16%
VT
219
Vise Technologies
New York
$329K +$58.4K +30 +22%
FFA
220
Farther Finance Advisors
California
$325K +$64.2K +33 +25%
US Bancorp
221
US Bancorp
Minnesota
$321K +$27.2K +14 +9%
IP
222
Isthmus Partners
Wisconsin
$319K – – –
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$315K – – –
Empower Advisory Group
224
Empower Advisory Group
Colorado
$294K – – –
CGIM
225
Cannon Global Investment Management
Florida
$292K -$97.3K -50 -25%
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9
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