WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

228 hedge funds and large institutions have $2.57B invested in White Mountains Insurance in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 45 closing their positions.

Holders
228
Holders Change
-25
Holders Change %
-9.88%
% of All Funds
5.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
68
Reduced
83
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$161M
2
ACM
2
Atlanta Capital Management
Georgia
$132M
3
WHG
3
Westwood Holdings Group
Texas
$16.8M
4
EAM
4
Eagle Asset Management
Florida
$29M
5
Charles Schwab
5
Charles Schwab
California
$27.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.85M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$54.7M
5
SI
5
Scout Investments
Missouri
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$292M 320,863 +8,027 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$222M 243,906 -3,976 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$161M 177,216 +89,394 +102%
BlackRock
4
BlackRock
New York
$141M 155,240 +3,403 +2%
ACM
5
Atlanta Capital Management
Georgia
$132M 145,554 +30,002 +26%
Boston Partners
6
Boston Partners
Massachusetts
$131M 144,411 -2,926 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$128M 140,461 +1,357 +1%
FMI
8
Fiduciary Management Inc
Wisconsin
$102M 111,895 -2,986 -3%
RRAM
9
River Road Asset Management
Kentucky
$70.3M 77,280 +3,208 +4%
LCOV
10
London Company of Virginia
Virginia
$70M 76,930 +4,580 +6%
WCM
11
Wallace Capital Management
Texas
$66.6M 73,136 +3,044 +4%
Wells Fargo
12
Wells Fargo
California
$66.1M 72,674 +437 +0.6%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$54.7M 60,082 -7,447 -11%
State Street
14
State Street
Massachusetts
$54M 59,352 -2,757 -4%
Norges Bank
15
Norges Bank
Norway
$46.7M 51,336 – –
RP
16
Reinhart Partners
Wisconsin
$39.7M 43,619 -3,400 -7%
Northern Trust
17
Northern Trust
Illinois
$38.3M 42,063 +351 +0.8%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$36.5M 40,069 – –
CC
19
Cannell & Co
New York
$33M 36,241 -315 -0.9%
Bank of America
20
Bank of America
North Carolina
$32.1M 35,283 +3,782 +12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$31.5M 34,658 +17 +0%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$29.5M 32,416 -1,251 -4%
EAM
23
Eagle Asset Management
Florida
$29M 28,643 +14,334 +100%
Goldman Sachs
24
Goldman Sachs
New York
$27.8M 30,592 -3,462 -10%
Charles Schwab
25
Charles Schwab
California
$27.5M 30,174 +14,714 +95%
1
2 3 4 5