We are live on ! Find out more
WTM icon

White Mountains Insurance

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.

New
Increased
Maintained
Reduced
Closed

2.54% more ownership

Funds ownership: 85.99%88.53% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less funds holding

Funds holding: 253228 (-25)

16% less capital invested

Capital invested by funds: $3.06B → $2.57B (-$487M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

Holders
228
Holders Change
-25
Holders Change %
-9.88%
% of All Funds
5.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$292M +$8.31M +8,027 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$222M -$4.12M -3,976 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$161M +$92.5M +89,394 +102%
BlackRock
4
BlackRock
New York
$141M +$3.52M +3,403 +2%
ACM
5
Atlanta Capital Management
Georgia
$132M +$31.1M +30,002 +26%
Boston Partners
6
Boston Partners
Massachusetts
$131M -$3.03M -2,926 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$128M +$1.4M +1,357 +1%
FMI
8
Fiduciary Management Inc
Wisconsin
$102M -$3.09M -2,986 -3%
RRAM
9
River Road Asset Management
Kentucky
$70.3M +$3.32M +3,208 +4%
LCOV
10
London Company of Virginia
Virginia
$70M +$4.74M +4,580 +6%
WCM
11
Wallace Capital Management
Texas
$66.6M +$3.15M +3,044 +4%
Wells Fargo
12
Wells Fargo
California
$66.1M +$452K +437 +0.6%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$54.7M -$7.71M -7,447 -11%
State Street
14
State Street
Massachusetts
$54M -$2.85M -2,757 -4%
Norges Bank
15
Norges Bank
Norway
$46.7M
RP
16
Reinhart Partners
Wisconsin
$39.7M -$3.52M -3,400 -7%
Northern Trust
17
Northern Trust
Illinois
$38.3M +$363K +351 +0.8%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$36.5M
CC
19
Cannell & Co
New York
$33M -$326K -315 -0.9%
Bank of America
20
Bank of America
North Carolina
$32.1M +$3.91M +3,782 +12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$31.5M +$17.6K +17 +0%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$29.5M -$1.29M -1,251 -4%
EAM
23
Eagle Asset Management
Florida
$29M +$14.8M +14,334 +100%
Goldman Sachs
24
Goldman Sachs
New York
$27.8M -$3.58M -3,462 -10%
Charles Schwab
25
Charles Schwab
California
$27.5M +$15.2M +14,714 +95%

WTM Hedge Fund Activity: Q1 2020 in Review

228 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2020, worth a combined $2.57B — down 16% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WTM and 25 opened new positions — a net loss of 20 holders — while 83 trimmed existing stakes and 68 added.

The largest buyer was Victory Capital Management, adding an estimated $92.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $36.8M sold.

  • 228 institutional investors held White Mountains Insurance (WTM) as of Q1 2020, down from 253 in Q4 2019.
  • Funds reported $2.57B of White Mountains Insurance stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new White Mountains Insurance positions in Q1 2020 and 45 closed out, a net change of -20 holders.
  • The largest White Mountains Insurance buyer in Q1 2020 was Victory Capital Management, an estimated $92.5M added.
  • The largest White Mountains Insurance seller in Q1 2020 was Capital World Investors, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2020.