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White Mountains Insurance
WTM

Overview Fund Activity

265 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
34
Increased
68
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$268M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$32M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$217M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$7.56M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$78.5M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Millennium Management
3
Millennium Management
New York
$2.25M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$118M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$359M 253,921 +4,689 +2%
Morgan Stanley
2
Morgan Stanley
New York
$268M 189,671 +166,320 +712%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$217M 153,270 +9,312 +6%
RRAM
4
River Road Asset Management
Kentucky
$197M 139,423 +4,039 +3%
Boston Partners
5
Boston Partners
Massachusetts
$177M 124,320 -3,692 -3%
BlackRock
6
BlackRock
New York
$158M 111,755 -3,479 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$118M 83,374 -6,636 -7%
WCM
8
Wallace Capital Management
Texas
$104M 73,611 -212 -0.3%
LCOV
9
London Company of Virginia
Virginia
$93M 65,730 -1,686 -3%
SAM
10
Southeastern Asset Management
Tennessee
$78.5M 55,493 -57,104 -51%
State Street
11
State Street
Massachusetts
$71.2M 50,349 -1,932 -4%
Bank of America
12
Bank of America
North Carolina
$60.3M 42,606 +841 +2%
RP
13
Reinhart Partners
Wisconsin
$58.1M 41,062 -651 -2%
FMI
14
Fiduciary Management Inc
Wisconsin
$49.8M 35,197 -768 -2%
SI
15
Scout Investments
Missouri
$49.6M 35,069 -818 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$48M 33,964 -841 -2%
CC
17
Cannell & Co
New York
$47.2M 33,352 +561 +2%
RJA
18
Raymond James & Associates
Florida
$43.1M 30,468 +87 +0.3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$40.5M 28,645 +13,467 +89%
Norges Bank
20
Norges Bank
Norway
$38.7M 27,397 +1,004 +4%
Charles Schwab
21
Charles Schwab
California
$33.4M 23,638 -1,413 -6%
MAA
22
Mraz Amerine & Associates
California
$32.1M 22,672 +162 +0.7%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$32M 22,598 +12,724 +129%
Victory Capital Management
24
Victory Capital Management
Texas
$30.1M 21,303 -2,072 -9%
TSW
25
Thompson Siegel & Walmsley
Virginia
$28M 19,829 +672 +4%
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