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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.25%
New
24
Increased
52
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
SI
2
Scout Investments
Missouri
$28.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M
4
Invesco
4
Invesco
Georgia
$11.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.9M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$126M
2
PP
2
Prospector Partners
Connecticut
$11.6M
3
Franklin Resources
3
Franklin Resources
California
$1.03B
4
TAM
4
Third Avenue Management
New York
$82.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$1.03B 1,374,104 -29,954 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$250M 334,141 -18,020 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M 307,922 +17,839 +6%
LCOV
4
London Company of Virginia
Virginia
$168M 225,101 +956 +0.4%
Jennison Associates
5
Jennison Associates
New York
$130M 173,728 -15,668 -8%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$126M 168,859 -80,521 -32%
Principal Financial Group
7
Principal Financial Group
Iowa
$120M 161,129 -1,366 -0.8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$117M 156,967 -1,435 -0.9%
BIT
9
BlackRock Institutional Trust
California
$108M 143,967 +4,752 +3%
Boston Partners
10
Boston Partners
Massachusetts
$103M 138,441 -4,334 -3%
TAM
11
Third Avenue Management
New York
$82.1M 109,906 -20,961 -16%
WCM
12
Wallace Capital Management
Texas
$67.7M 90,528 +2,651 +3%
AR
13
Advisory Research
Illinois
$67.2M 89,929 -16,701 -16%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$66.9M 89,523 +11,607 +15%
RRAM
15
River Road Asset Management
Kentucky
$66.6M 89,140 -4,358 -5%
FAM
16
Fenimore Asset Management
New York
$59.7M 79,879 -1,868 -2%
Bank of America
17
Bank of America
North Carolina
$48.9M 65,500 +52,712 +412%
State Street
18
State Street
Massachusetts
$45.6M 61,014 -4,496 -7%
BFA
19
BlackRock Fund Advisors
California
$38.2M 51,140 +167 +0.3%
RP
20
Reinhart Partners
Wisconsin
$35.2M 47,157 -815 -2%
CC
21
Cannell & Co
New York
$29M 38,851 -38 -0.1%
SI
22
Scout Investments
Missouri
$28.4M 37,996 +37,996 New
Renaissance Technologies
23
Renaissance Technologies
New York
$28.1M 37,600 +3,900 +12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$26.8M 35,877 +783 +2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$26.6M 35,545 +3,288 +10%
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