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White Mountains Insurance

258 hedge funds and large institutions have $3.13B invested in White Mountains Insurance in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.09B → $3.13B (+$32.3M)

0.4% more ownership

Funds ownership: 87.31%87.71% (+0.4%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 261258 (-3)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
27
Increased
70
Reduced
90
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M -$6.14M -4,362 -2%
Morgan Stanley
2
Morgan Stanley
New York
$281M +$1.56M +1,110 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$220M -$1.85M -1,313 -0.8%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$195M -$4.87M -3,461 -2%
RRAM
5
River Road Asset Management
Kentucky
$185M -$8.07M -5,733 -4%
Boston Partners
6
Boston Partners
Massachusetts
$165M -$10.6M -7,532 -6%
BlackRock
7
BlackRock
New York
$155M +$320K +227 +0.2%
WCM
8
Wallace Capital Management
Texas
$113M +$11.8M +8,357 +11%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$111M +$12.5M +8,911 +13%
LCOV
10
London Company of Virginia
Virginia
$90.7M +$376K +267 +0.4%
State Street
11
State Street
Massachusetts
$66.2M -$344K -244 -0.5%
SAM
12
Southeastern Asset Management
Tennessee
$58.6M -$15.9M -11,316 -21%
Bank of America
13
Bank of America
North Carolina
$58.2M -$690K -490 -1%
RP
14
Reinhart Partners
Wisconsin
$55.7M +$9.86K +7 +0%
FMI
15
Fiduciary Management Inc
Wisconsin
$50.7M +$2.92M +2,072 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$50.3M +$1.35M +957 +3%
CC
17
Cannell & Co
New York
$44.3M -$1.89M -1,341 -4%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$44M -$688K -489 -2%
SI
19
Scout Investments
Missouri
$38.2M -$9.65M -6,853 -22%
Norges Bank
20
Norges Bank
Norway
$37.6M +$931K +661 +3%
RJA
21
Raymond James & Associates
Florida
$34.3M -$6.35M -4,510 -15%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$32.9M +$33.3M +23,659 New
Charles Schwab
23
Charles Schwab
California
$32.1M -$38K -27 -0.1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$31.3M +$619K +440 +2%
MAA
25
Mraz Amerine & Associates
California
$31.1M +$50.7K +36 +0.2%

WTM Hedge Fund Activity: Q2 2023 in Review

258 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2023, worth a combined $3.13B — up 1% from $3.09B a quarter earlier.

Fund positioning in WTM was balanced in Q2 2023: 27 funds opened new positions, 27 closed out, 70 added to existing stakes and 90 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $33.3M. The largest seller was Southeastern Asset Management, cutting an estimated $15.9M.

  • 258 institutional investors held White Mountains Insurance (WTM) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $3.13B of White Mountains Insurance stock for Q2 2023, up 1% quarter-over-quarter.
  • 27 funds opened new White Mountains Insurance positions in Q2 2023 and 27 closed out, a net change of 0 holders.
  • The largest White Mountains Insurance buyer in Q2 2023 was Lord, Abbett & Co, an estimated $33.3M added.
  • The largest White Mountains Insurance seller in Q2 2023 was Southeastern Asset Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2023.