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White Mountains Insurance
WTM

Overview Fund Activity

178 hedge funds and large institutions have $3.45B invested in White Mountains Insurance in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
178
Holders Change
-5
Holders Change %
-2.73%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
10
Increased
60
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAM
1
Impax Asset Management
New Hampshire
$13.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M
3
Boston Partners
3
Boston Partners
Massachusetts
$96.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$43.2M
5
LCOV
5
London Company of Virginia
Virginia
$155M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$129M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
AR
3
Advisory Research
Illinois
$76.9M
4
RRAM
4
River Road Asset Management
Kentucky
$69.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$975M 1,424,154 -3,486 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$228M 332,721 +3,950 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$192M 279,798 +11,807 +4%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$171M 249,580 +1,512 +0.6%
LCOV
5
London Company of Virginia
Virginia
$155M 226,408 +9,910 +5%
Jennison Associates
6
Jennison Associates
New York
$129M 187,740 -22,427 -11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$113M 165,731 +1,546 +0.9%
Principal Financial Group
8
Principal Financial Group
Iowa
$113M 165,058 -5,818 -3%
TAM
9
Third Avenue Management
New York
$103M 149,970 -4,488 -3%
BIT
10
BlackRock Institutional Trust
California
$97.7M 142,725 +6,079 +4%
Boston Partners
11
Boston Partners
Massachusetts
$96.7M 141,237 +11,613 +9%
AR
12
Advisory Research
Illinois
$76.9M 112,293 -14,513 -11%
RRAM
13
River Road Asset Management
Kentucky
$69.6M 101,632 -6,920 -6%
FAM
14
Fenimore Asset Management
New York
$58.4M 85,267 -1,172 -1%
WCM
15
Wallace Capital Management
Texas
$57.3M 83,747 +1,842 +2%
State Street
16
State Street
Massachusetts
$49.2M 71,888 -1,830 -2%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$43.2M 63,156 +10,909 +21%
BFA
18
BlackRock Fund Advisors
California
$36M 52,563 -29 -0.1%
PP
19
Prospector Partners
Connecticut
$34.2M 50,000 – –
RP
20
Reinhart Partners
Wisconsin
$33.5M 48,944 -309 -0.6%
MAA
21
Managed Account Advisors
New Jersey
$32.6M 47,583 +3,539 +8%
CC
22
Cannell & Co
New York
$26.9M 39,274 -346 -0.9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$23.2M 33,883 +2,289 +7%
GCM
24
GoodHaven Capital Management
New Jersey
$22.9M 33,521 -4,300 -11%
TSW
25
Thompson Siegel & Walmsley
Virginia
$22.3M 32,648 -216 -0.7%
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