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White Mountains Insurance

259 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

7% more capital invested

Capital invested by funds: $3.09B → $3.31B (+$228M)

6% more funds holding

Funds holding: 244259 (+15)

0.5% less ownership

Funds ownership: 89.75%89.25% (-0.5%)

40% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 104

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
30
Increased
62
Reduced
104
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$348M -$1.17M -1,005 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$232M -$31.3M -26,924 -13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$200M +$6.8M +5,851 +4%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$176M +$1.15M +994 +0.7%
RRAM
5
River Road Asset Management
Kentucky
$173M -$14M -12,062 -8%
ACM
6
Atlanta Capital Management
Georgia
$168M -$18.1M -15,553 -10%
Boston Partners
7
Boston Partners
Massachusetts
$166M -$2.55M -2,193 -2%
SAM
8
Southeastern Asset Management
Tennessee
$157M +$116K +100 +0.1%
BlackRock
9
BlackRock
New York
$148M -$323K -278 -0.2%
Artisan Partners
10
Artisan Partners
Wisconsin
$138M -$9.11M -7,844 -7%
WCM
11
Wallace Capital Management
Texas
$91.8M +$1.44M +1,237 +2%
LCOV
12
London Company of Virginia
Virginia
$85.1M -$1.68M -1,448 -2%
Select Equity Group
13
Select Equity Group
New York
$74.8M +$21.9M +18,815 +46%
State Street
14
State Street
Massachusetts
$67.6M -$1.79M -1,545 -3%
RP
15
Reinhart Partners
Wisconsin
$55.3M +$34.2M +29,464 +198%
Bank of America
16
Bank of America
North Carolina
$51M -$13.5M -11,606 -22%
SI
17
Scout Investments
Missouri
$50.2M -$932K -802 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$46.8M -$961K -827 -2%
FMI
19
Fiduciary Management Inc
Wisconsin
$45.2M +$436K +375 +1%
RJA
20
Raymond James & Associates
Florida
$43.1M +$1.01M +867 +3%
CC
21
Cannell & Co
New York
$41.5M -$127K -109 -0.3%
MAP
22
Madison Avenue Partners
New York
$39.2M +$25M +21,496 +215%
Victory Capital Management
23
Victory Capital Management
Texas
$37.6M +$30M +25,791 +586%
Charles Schwab
24
Charles Schwab
California
$34M +$653K +562 +2%
Norges Bank
25
Norges Bank
Norway
$32.9M -$1.92M -1,649 -6%

WTM Hedge Fund Activity: Q2 2022 in Review

259 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2022, worth a combined $3.31B — up 7.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WTM positions and 12 closed out — a net gain of 18 holders — while 62 added to existing stakes and 104 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $34.2M. The largest seller was Wellington Management Group, cutting an estimated $31.3M.

  • 259 institutional investors held White Mountains Insurance (WTM) as of Q2 2022, up from 244 in Q1 2022.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2022, up 7.4% quarter-over-quarter.
  • 30 funds opened new White Mountains Insurance positions in Q2 2022 and 12 closed out, a net change of +18 holders.
  • The largest White Mountains Insurance buyer in Q2 2022 was Reinhart Partners, an estimated $34.2M added.
  • The largest White Mountains Insurance seller in Q2 2022 was Wellington Management Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.