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White Mountains Insurance

245 hedge funds and large institutions have $3.02B invested in White Mountains Insurance in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more capital invested

Capital invested by funds: $2.71B → $3.02B (+$316M)

5% more funds holding

Funds holding: 234245 (+11)

0.4% more ownership

Funds ownership: 87%87.41% (+0.4%)

12% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 81

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
39
Increased
71
Reduced
81
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$329M +$16.1M +14,413 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$263M -$16.5M -14,755 -6%
ACM
3
Atlanta Capital Management
Georgia
$225M +$1.39M +1,241 +0.6%
RRAM
4
River Road Asset Management
Kentucky
$189M +$9.46M +8,455 +5%
BlackRock
5
BlackRock
New York
$158M +$5.49M +4,912 +4%
Boston Partners
6
Boston Partners
Massachusetts
$154M +$5.81M +5,199 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$150M -$1.82M -1,625 -1%
WCM
8
Wallace Capital Management
Texas
$84.8M +$3.83M +3,423 +5%
LCOV
9
London Company of Virginia
Virginia
$80.6M -$532K -476 -0.7%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$77.2M +$15.5M +13,877 +25%
Victory Capital Management
11
Victory Capital Management
Texas
$72.4M -$16.3M -14,544 -18%
RP
12
Reinhart Partners
Wisconsin
$62.2M +$4.82M +4,311 +8%
Bank of America
13
Bank of America
North Carolina
$60.5M +$811K +725 +1%
Artisan Partners
14
Artisan Partners
Wisconsin
$59M +$49.1M +43,923 +486%
State Street
15
State Street
Massachusetts
$53.4M -$1.35M -1,204 -2%
RJA
16
Raymond James & Associates
Florida
$50M -$561K -502 -1%
Wells Fargo
17
Wells Fargo
California
$40.9M -$7.71M -6,895 -16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$40.4M +$717K +641 +2%
FMI
19
Fiduciary Management Inc
Wisconsin
$40.4M -$5.48M -4,896 -12%
CC
20
Cannell & Co
New York
$39.7M -$577K -516 -1%
NI
21
Nuance Investments
Missouri
$36.3M -$76.3M -68,243 -68%
MAP
22
Madison Avenue Partners
New York
$36.3M +$36.4M +32,516 New
TSW
23
Thompson Siegel & Walmsley
Virginia
$34.5M +$3.52M +3,146 +11%
Norges Bank
24
Norges Bank
Norway
$32.9M -$14M -12,544 -30%
Northern Trust
25
Northern Trust
Illinois
$30.7M -$13M -11,637 -30%

WTM Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2021, worth a combined $3.02B — up 12% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WTM positions and 24 closed out — a net gain of 15 holders — while 71 added to existing stakes and 81 trimmed.

The largest buyer was Artisan Partners, adding an estimated $49.1M. The largest seller was Nuance Investments, cutting an estimated $76.3M.

  • 245 institutional investors held White Mountains Insurance (WTM) as of Q1 2021, up from 234 in Q4 2020.
  • Funds reported $3.02B of White Mountains Insurance stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new White Mountains Insurance positions in Q1 2021 and 24 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q1 2021 was Artisan Partners, an estimated $49.1M added.
  • The largest White Mountains Insurance seller in Q1 2021 was Nuance Investments, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2021.