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White Mountains Insurance
WTM

Overview Fund Activity

261 hedge funds and large institutions have $3.09B invested in White Mountains Insurance in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 21 closing their positions.

Holders
261
Holders Change
-4
Holders Change %
-1.51%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
23
Increased
76
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$44.3M
3
Brown Advisory
3
Brown Advisory
Maryland
$13.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$355M
5
BC
5
Brookfield Corp
Ontario, Canada
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$97.4M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$198M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$22.2M
5
SI
5
Scout Investments
Missouri
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M 257,977 +4,056 +2%
Morgan Stanley
2
Morgan Stanley
New York
$277M 200,899 +11,228 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$220M 159,938 -141 -0.1%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$198M 143,738 -9,532 -6%
RRAM
5
River Road Asset Management
Kentucky
$191M 138,689 -734 -0.5%
Boston Partners
6
Boston Partners
Massachusetts
$174M 125,537 +1,217 +1%
BlackRock
7
BlackRock
New York
$154M 111,532 -223 -0.2%
WCM
8
Wallace Capital Management
Texas
$101M 73,128 -483 -0.7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$97.4M 70,724 -12,650 -15%
LCOV
10
London Company of Virginia
Virginia
$89.6M 65,034 -696 -1%
SAM
11
Southeastern Asset Management
Tennessee
$73.7M 53,533 -1,960 -4%
State Street
12
State Street
Massachusetts
$65.9M 47,873 -2,476 -5%
Bank of America
13
Bank of America
North Carolina
$58.4M 42,387 -219 -0.5%
RP
14
Reinhart Partners
Wisconsin
$55.3M 40,119 -943 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$48.5M 35,223 +1,259 +4%
FMI
16
Fiduciary Management Inc
Wisconsin
$47.4M 34,424 -773 -2%
CC
17
Cannell & Co
New York
$45.8M 33,240 -112 -0.3%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$44.3M 32,167 +9,569 +42%
SI
19
Scout Investments
Missouri
$42.2M 30,611 -4,458 -13%
RJA
20
Raymond James & Associates
Florida
$40.2M 29,186 -1,282 -4%
Norges Bank
21
Norges Bank
Norway
$36.3M 26,381 -1,016 -4%
Charles Schwab
22
Charles Schwab
California
$31.9M 23,140 -498 -2%
MAA
23
Mraz Amerine & Associates
California
$30.8M 22,362 -310 -1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$30.5M 22,111 -6,534 -23%
EP
25
Elkhorn Partners
Nebraska
$24.8M 18,020 -330 -2%
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