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White Mountains Insurance

233 hedge funds and large institutions have $3.11B invested in White Mountains Insurance in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $3.02B → $3.11B (+$89.1M)

0.17% less ownership

Funds ownership: 87.41%87.24% (-0.17%)

5% less funds holding

Funds holding: 245233 (-12)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 92

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
233
Holders Change
-12
Holders Change %
-4.9%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
64
Reduced
92
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$332M -$7.05M -6,038 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$272M +$821K +703 +0.3%
ACM
3
Atlanta Capital Management
Georgia
$224M -$7.89M -6,758 -3%
RRAM
4
River Road Asset Management
Kentucky
$192M -$3.43M -2,937 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$165M +$10.8M +9,274 +7%
Boston Partners
6
Boston Partners
Massachusetts
$161M +$3.81M +3,264 +2%
BlackRock
7
BlackRock
New York
$147M -$15.3M -13,096 -9%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$111M +$32M +27,376 +40%
LCOV
9
London Company of Virginia
Virginia
$89.3M +$6.34M +5,431 +8%
WCM
10
Wallace Capital Management
Texas
$85.2M +$1.46M +1,253 +2%
Artisan Partners
11
Artisan Partners
Wisconsin
$75.2M +$14.6M +12,527 +24%
State Street
12
State Street
Massachusetts
$69.8M +$15.1M +12,904 +27%
Bank of America
13
Bank of America
North Carolina
$67.3M +$5.03M +4,306 +8%
RP
14
Reinhart Partners
Wisconsin
$67.1M +$3.13M +2,678 +5%
SI
15
Scout Investments
Missouri
$64.7M +$42.8M +36,628 +185%
Victory Capital Management
16
Victory Capital Management
Texas
$62.4M -$12.4M -10,658 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$42.6M +$1.02M +871 +2%
CC
18
Cannell & Co
New York
$40.7M -$280K -240 -0.7%
FMI
19
Fiduciary Management Inc
Wisconsin
$40.5M -$1.14M -974 -3%
RJA
20
Raymond James & Associates
Florida
$40.4M -$11.3M -9,703 -22%
TSW
21
Thompson Siegel & Walmsley
Virginia
$35.3M -$307K -263 -0.8%
AQR Capital Management
22
AQR Capital Management
Connecticut
$32.4M +$21.1M +18,059 +176%
Norges Bank
23
Norges Bank
Norway
$31.9M -$2M -1,715 -6%
Northern Trust
24
Northern Trust
Illinois
$31.7M +$74.7K +64 +0.2%
Wells Fargo
25
Wells Fargo
California
$30.6M -$11.7M -10,063 -27%

WTM Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2021, worth a combined $3.11B — up 2.9% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of WTM and 17 opened new positions — a net loss of 11 holders — while 92 trimmed existing stakes and 64 added.

The largest buyer was Scout Investments, adding an estimated $42.8M. The largest seller was Nuance Investments, cutting an estimated $36.7M.

  • 233 institutional investors held White Mountains Insurance (WTM) as of Q2 2021, down from 245 in Q1 2021.
  • Funds reported $3.11B of White Mountains Insurance stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 17 funds opened new White Mountains Insurance positions in Q2 2021 and 28 closed out, a net change of -11 holders.
  • The largest White Mountains Insurance buyer in Q2 2021 was Scout Investments, an estimated $42.8M added.
  • The largest White Mountains Insurance seller in Q2 2021 was Nuance Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2021.