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White Mountains Insurance
WTM

Overview Fund Activity

190 hedge funds and large institutions have $3.11B invested in White Mountains Insurance in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 21 closing their positions.

Holders
190
Holders Change
-9
Holders Change %
-4.52%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
13
Increased
59
Reduced
71
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$247M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$124M
3
VRS
3
Virginia Retirement Systems
Virginia
$5.41M
4
State Street
4
State Street
Massachusetts
$54.5M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$30.7M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$605M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$219M
3
WCM
3
Wallace Capital Management
Texas
$59.4M
4
Jennison Associates
4
Jennison Associates
New York
$96.6M
5
UBS AM
5
UBS AM
Illinois
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$605M 728,827 -305,007 -30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M 297,623 +11,083 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$219M 263,730 -40,028 -13%
LCOV
4
London Company of Virginia
Virginia
$168M 202,951 -745 -0.4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$133M 160,127 -1,069 -0.7%
Principal Financial Group
6
Principal Financial Group
Iowa
$127M 152,584 +1,293 +0.9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$124M 149,476 +8,385 +6%
BIT
8
BlackRock Institutional Trust
California
$109M 131,001 -4,355 -3%
Boston Partners
9
Boston Partners
Massachusetts
$104M 125,173 -1,883 -1%
Jennison Associates
10
Jennison Associates
New York
$96.6M 116,358 -17,367 -13%
WCM
11
Wallace Capital Management
Texas
$59.4M 71,560 -20,160 -22%
RRAM
12
River Road Asset Management
Kentucky
$55.1M 66,393 -1,457 -2%
TAM
13
Third Avenue Management
New York
$54.9M 66,101 -2,289 -3%
State Street
14
State Street
Massachusetts
$54.5M 65,629 +5,713 +10%
FAM
15
Fenimore Asset Management
New York
$53.3M 64,165 -5,282 -8%
Bank of America
16
Bank of America
North Carolina
$42.8M 51,567 -1,257 -2%
ACM
17
Atlanta Capital Management
Georgia
$41.9M 50,536 +5,680 +13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$41.6M 50,134 +4,264 +9%
BFA
19
BlackRock Fund Advisors
California
$40.4M 48,646 +2,411 +5%
RP
20
Reinhart Partners
Wisconsin
$32.3M 38,910 -2,214 -5%
CC
21
Cannell & Co
New York
$31.4M 37,864 -118 -0.3%
TSW
22
Thompson Siegel & Walmsley
Virginia
$30.7M 37,022 +5,694 +18%
Wells Fargo
23
Wells Fargo
California
$28.6M 34,424 +1,915 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$28.5M 34,395 +1,326 +4%
SI
25
Scout Investments
Missouri
$27M 32,579 -5,452 -14%
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