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White Mountains Insurance
WTM

Overview Fund Activity

252 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 95 reducing their positions, and 27 closing their positions.

Holders
252
Holders Change
-7
Holders Change %
-2.7%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
24
Increased
67
Reduced
95
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.8M
2
Millennium Management
2
Millennium Management
New York
$11.6M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$6.12M
4
T
4
TCWP
Ohio
$4.61M
5
BC
5
Brookfield Corp
Ontario, Canada
$5.14M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$117M
3
Select Equity Group
3
Select Equity Group
New York
$17.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$325M
5
MAP
5
Madison Avenue Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$325M 249,232 -30,322 -11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$210M 160,965 +561 +0.3%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$188M 143,958 +3,047 +2%
RRAM
4
River Road Asset Management
Kentucky
$176M 135,384 -3,846 -3%
Boston Partners
5
Boston Partners
Massachusetts
$168M 128,012 -5,203 -4%
ACM
6
Atlanta Capital Management
Georgia
$166M 127,468 -7,721 -6%
BlackRock
7
BlackRock
New York
$150M 115,234 -3,842 -3%
SAM
8
Southeastern Asset Management
Tennessee
$147M 112,597 -13,006 -10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$117M 90,010 -96,088 -52%
WCM
10
Wallace Capital Management
Texas
$96.2M 73,823 +715 +1%
LCOV
11
London Company of Virginia
Virginia
$87.8M 67,416 -915 -1%
State Street
12
State Street
Massachusetts
$68.1M 52,281 -1,998 -4%
Bank of America
13
Bank of America
North Carolina
$54.4M 41,765 +871 +2%
RP
14
Reinhart Partners
Wisconsin
$54.4M 41,713 -2,631 -6%
FMI
15
Fiduciary Management Inc
Wisconsin
$46.9M 35,965 -302 -0.8%
SI
16
Scout Investments
Missouri
$46.8M 35,887 -4,374 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$45.4M 34,805 -2,733 -7%
CC
18
Cannell & Co
New York
$42.7M 32,791 -480 -1%
RJA
19
Raymond James & Associates
Florida
$39.6M 30,381 -4,223 -12%
Norges Bank
20
Norges Bank
Norway
$34.4M 26,393 – –
Charles Schwab
21
Charles Schwab
California
$32.6M 25,051 -2,196 -8%
Victory Capital Management
22
Victory Capital Management
Texas
$30.5M 23,375 -6,820 -23%
Morgan Stanley
23
Morgan Stanley
New York
$30.4M 23,351 +703 +3%
MAA
24
Mraz Amerine & Associates
California
$29.3M 22,510 -161 -0.7%
TSW
25
Thompson Siegel & Walmsley
Virginia
$25M 19,157 -3,622 -16%
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