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White Mountains Insurance
WTM

Overview Fund Activity

169 hedge funds and large institutions have $3.21B invested in White Mountains Insurance in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
4.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
6
Increased
58
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$167M
2
Jennison Associates
Jennison Associates
New York
$136M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$207M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25.9M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$139M
2
Norges Bank
Norges Bank
Norway
$25.5M
3
RRAM
River Road Asset Management
Kentucky
$67.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Franklin Resources
Franklin Resources
California
$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$900M -$6.18M -9,814 -0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$207M +$5.99M +9,514 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M +$10.3M +16,300 +7%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$162M +$509K +808 +0.3%
LCOV
5
London Company of Virginia
Virginia
$139M -$41.3M -65,510 -23%
Jennison Associates
6
Jennison Associates
New York
$136M +$6.67M +10,593 +5%
TAM
7
Third Avenue Management
New York
$115M -$6.07M -9,633 -5%
Principal Financial Group
8
Principal Financial Group
Iowa
$107M +$454K +721 +0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$104M -$1.06M -1,685 -1%
BIT
10
BlackRock Institutional Trust
California
$85.7M +$226K +359 +0.3%
Boston Partners
11
Boston Partners
Massachusetts
$84.2M -$2.06M -3,276 -2%
AR
12
Advisory Research
Illinois
$81.2M -$1.72M -2,733 -2%
RRAM
13
River Road Asset Management
Kentucky
$67.8M -$14.9M -23,573 -18%
FAM
14
Fenimore Asset Management
New York
$54.9M -$131K -208 -0.2%
WCM
15
Wallace Capital Management
Texas
$50.2M +$2.58M +4,088 +5%
State Street
16
State Street
Massachusetts
$46.7M -$435K -691 -0.9%
RP
17
Reinhart Partners
Wisconsin
$34M +$1.51M +2,396 +5%
PP
18
Prospector Partners
Connecticut
$31.5M – – –
BFA
19
BlackRock Fund Advisors
California
$30.7M +$441K +700 +1%
MAA
20
Managed Account Advisors
New Jersey
$27.7M +$1.06M +1,675 +4%
HIM
21
Hermes Investment Management
United Kingdom
$27.1M +$384K +609 +1%
GCM
22
GoodHaven Capital Management
New Jersey
$27M -$18.9K -30 -0.1%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$25.9M +$3.58M +5,688 +16%
CSC
24
Cove Street Capital
California
$25.7M -$821K -1,303 -3%
Norges Bank
25
Norges Bank
Norway
$25.5M -$38.1M -60,419 -60%
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