White Mountains Insurance
WTM
324 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.
186% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 14
35% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 83
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $3.78B → $4.43B (+$652M)
7% more funds holding
Funds holding: 304 → 324 (+20)
1.21% more ownership
Funds ownership: 87.4% → 88.61% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$64.4M |
| 2 |
Neuberger Berman Group
New York
|
+$23.3M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$22M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$17.6M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.3M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$15.5M |
| 4 |
Select Equity Group
New York
|
-$13.3M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$10.9M |
WTM Hedge Fund Activity: Q4 2024 in Review
324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q4 2024, worth a combined $4.43B — up 17% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WTM positions and 14 closed out — a net gain of 26 holders — while 112 added to existing stakes and 83 trimmed.
The largest buyer was Cooke & Bieler, opening a new position worth an estimated $64.4M. The largest seller was Fidelity Investments, cutting an estimated $40.6M.
- 324 institutional investors held White Mountains Insurance (WTM) as of Q4 2024, up from 304 in Q3 2024.
- Funds reported $4.43B of White Mountains Insurance stock for Q4 2024, up 17% quarter-over-quarter.
- 40 funds opened new White Mountains Insurance positions in Q4 2024 and 14 closed out, a net change of +26 holders.
- The largest White Mountains Insurance buyer in Q4 2024 was Cooke & Bieler, an estimated $64.4M added.
- The largest White Mountains Insurance seller in Q4 2024 was Fidelity Investments, an estimated $40.6M sold.
Based on aggregated 13F filings for Q4 2024.