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White Mountains Insurance
WTM

Overview Fund Activity

231 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
4.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
22
Increased
71
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
1
Pendal Group
Australia
$31.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.8M
3
RA
3
Royce & Associates
New York
$7.38M
4
EAM
4
Eagle Asset Management
Florida
$9.73M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$20.1M
2
MAP
2
Madison Avenue Partners
New York
$0
3
ACM
3
Atlanta Capital Management
Georgia
$189M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$239M
5
Northern Trust
5
Northern Trust
Illinois
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$306M 286,062 -3,252 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$239M 223,860 -12,808 -5%
ACM
3
Atlanta Capital Management
Georgia
$189M 176,418 -18,554 -10%
RRAM
4
River Road Asset Management
Kentucky
$181M 169,077 +2,155 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M 150,113 +6,541 +5%
Boston Partners
6
Boston Partners
Massachusetts
$154M 143,832 +3,373 +2%
BlackRock
7
BlackRock
New York
$133M 124,680 -3,711 -3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$102M 95,599 -1,010 -1%
Artisan Partners
9
Artisan Partners
Wisconsin
$88.8M 83,011 +17,524 +27%
LCOV
10
London Company of Virginia
Virginia
$81.3M 76,050 -1,718 -2%
WCM
11
Wallace Capital Management
Texas
$80.6M 75,345 +1,167 +2%
Bank of America
12
Bank of America
North Carolina
$67.2M 62,867 +4,273 +7%
State Street
13
State Street
Massachusetts
$59.8M 55,918 -4,866 -8%
RP
14
Reinhart Partners
Wisconsin
$59.6M 55,760 -2,681 -5%
SI
15
Scout Investments
Missouri
$58.4M 54,606 -1,784 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$39M 36,478 -648 -2%
FMI
17
Fiduciary Management Inc
Wisconsin
$38.6M 36,043 +795 +2%
RJA
18
Raymond James & Associates
Florida
$38M 35,512 +325 +0.9%
CC
19
Cannell & Co
New York
$37.8M 35,329 -82 -0.2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$33.5M 31,341 +2,997 +11%
TSW
21
Thompson Siegel & Walmsley
Virginia
$32.9M 30,752 +27 +0.1%
PG
22
Pendal Group
Australia
$31.5M 29,421 +29,421 New
First Trust Advisors
23
First Trust Advisors
Illinois
$27.8M 26,036 +712 +3%
Charles Schwab
24
Charles Schwab
California
$27.3M 25,529 +143 +0.6%
Wells Fargo
25
Wells Fargo
California
$27M 25,256 -1,390 -5%
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