White Mountains Insurance
271 hedge funds and large institutions have $3.4B invested in White Mountains Insurance in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $3.13B → $3.4B (+$271M)
5% more funds holding
Funds holding: 258 → 271 (+13)
0.92% more ownership
Funds ownership: 87.71% → 88.64% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$51.5M |
| 2 |
Select Equity Group
New York
|
+$27.2M |
| 3 |
RA
Royce & Associates
New York
|
+$12.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$11.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.1M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$14.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.5M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$9.93M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$7.97M |
WTM Hedge Fund Activity: Q3 2023 in Review
271 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2023, worth a combined $3.4B — up 8.7% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WTM positions and 17 closed out — a net gain of 15 holders — while 82 added to existing stakes and 82 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $51.5M. The largest seller was Fidelity Investments, cutting an estimated $16.1M.
- 271 institutional investors held White Mountains Insurance (WTM) as of Q3 2023, up from 258 in Q2 2023.
- Funds reported $3.4B of White Mountains Insurance stock for Q3 2023, up 8.7% quarter-over-quarter.
- 32 funds opened new White Mountains Insurance positions in Q3 2023 and 17 closed out, a net change of +15 holders.
- The largest White Mountains Insurance buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $51.5M added.
- The largest White Mountains Insurance seller in Q3 2023 was Fidelity Investments, an estimated $16.1M sold.
Based on aggregated 13F filings for Q3 2023.