We are live on ! Find out more
WTM icon

White Mountains Insurance

244 hedge funds and large institutions have $3.09B invested in White Mountains Insurance in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $2.71B → $3.09B (+$373M)

1.14% more ownership

Funds ownership: 88.61%89.75% (+1.1%)

0% more funds holding

Funds holding: 243244 (+1)

33% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 94

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
26
Increased
63
Reduced
94
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$319M +$1.25M +1,197 +0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$242M -$8.94M -8,537 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$176M +$5.29M +5,051 +3%
RRAM
4
River Road Asset Management
Kentucky
$172M -$16.2M -15,437 -9%
ACM
5
Atlanta Capital Management
Georgia
$171M -$23.6M -22,536 -13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$159M +$6.5M +6,210 +5%
Boston Partners
7
Boston Partners
Massachusetts
$154M -$2.54M -2,428 -2%
SAM
8
Southeastern Asset Management
Tennessee
$143M +$77.4M +73,901 +143%
BlackRock
9
BlackRock
New York
$136M -$360K -344 -0.3%
Artisan Partners
10
Artisan Partners
Wisconsin
$135M +$26.5M +25,270 +27%
LCOV
11
London Company of Virginia
Virginia
$79.3M -$2.98M -2,846 -4%
WCM
12
Wallace Capital Management
Texas
$75.5M +$556K +531 +0.7%
RP
13
Reinhart Partners
Wisconsin
$64.3M -$41.5M -39,682 -73%
State Street
14
State Street
Massachusetts
$63.4M +$2.48M +2,365 +4%
Bank of America
15
Bank of America
North Carolina
$59.7M -$6.77M -6,467 -11%
Select Equity Group
16
Select Equity Group
New York
$46.8M +$43.1M +41,207 New
SI
17
Scout Investments
Missouri
$46.7M -$12M -11,508 -22%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$43.6M +$1.58M +1,512 +4%
FMI
19
Fiduciary Management Inc
Wisconsin
$40.8M +$482K +460 +1%
RJA
20
Raymond James & Associates
Florida
$38.3M -$886K -846 -2%
CC
21
Cannell & Co
New York
$37.9M -$711K -679 -2%
TSW
22
Thompson Siegel & Walmsley
Virginia
$33M -$204K -195 -0.7%
Norges Bank
23
Norges Bank
Norway
$31.9M +$1.24M +1,180 +4%
PG
24
Pendal Group
Australia
$31.4M -$811K -775 -3%
Charles Schwab
25
Charles Schwab
California
$30.3M +$1.41M +1,343 +5%

WTM Hedge Fund Activity: Q1 2022 in Review

244 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2022, worth a combined $3.09B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WTM positions and 22 closed out — a net gain of 4 holders — while 63 added to existing stakes and 94 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $77.4M. The largest seller was Reinhart Partners, cutting an estimated $41.5M.

  • 244 institutional investors held White Mountains Insurance (WTM) as of Q1 2022, up from 243 in Q4 2021.
  • Funds reported $3.09B of White Mountains Insurance stock for Q1 2022, up 14% quarter-over-quarter.
  • 26 funds opened new White Mountains Insurance positions in Q1 2022 and 22 closed out, a net change of +4 holders.
  • The largest White Mountains Insurance buyer in Q1 2022 was Southeastern Asset Management, an estimated $77.4M added.
  • The largest White Mountains Insurance seller in Q1 2022 was Reinhart Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2022.