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White Mountains Insurance
WTM

Overview Fund Activity

295 hedge funds and large institutions have $3.72B invested in White Mountains Insurance in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 15 closing their positions.

Holders
295
Holders Change
+24
Holders Change %
+8.86%
% of All Funds
4.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
88
Reduced
100
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$596M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$89M
3
Select Equity Group
3
Select Equity Group
New York
$45.3M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$17.2M
5
American Century Companies
5
American Century Companies
Missouri
$22.4M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$140M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.81M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$195M
4
SI
4
Scout Investments
Missouri
$27.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$596M 396,002 +193,079 +95%
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M 253,419 +26 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$244M 161,957 +1,464 +0.9%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$195M 129,520 -4,289 -3%
RRAM
5
River Road Asset Management
Kentucky
$191M 127,152 -614 -0.5%
BlackRock
6
BlackRock
New York
$170M 112,694 +1,259 +1%
Boston Partners
7
Boston Partners
Massachusetts
$140M 92,552 -21,947 -19%
WCM
8
Wallace Capital Management
Texas
$127M 84,157 +2,004 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$101M 67,381 -3,440 -5%
LCOV
10
London Company of Virginia
Virginia
$95M 63,143 -1,067 -2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$89M 59,162 +15,943 +37%
State Street
12
State Street
Massachusetts
$75.6M 50,205 +3,240 +7%
Bank of America
13
Bank of America
North Carolina
$59.8M 39,747 +23 +0.1%
FMI
14
Fiduciary Management Inc
Wisconsin
$57.2M 37,978 +1,123 +3%
RP
15
Reinhart Partners
Wisconsin
$56.9M 37,819 +960 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$56.8M 37,725 +913 +2%
SAM
17
Southeastern Asset Management
Tennessee
$48.8M 32,446 -499 -2%
CC
18
Cannell & Co
New York
$45.6M 30,269 -125 -0.4%
Select Equity Group
19
Select Equity Group
New York
$45.3M 30,071 +12,369 +70%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$44.8M 29,790 -2,122 -7%
Norges Bank
21
Norges Bank
Norway
$42.5M 28,240 +1,198 +4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$36.9M 24,538 -76 -0.3%
Charles Schwab
23
Charles Schwab
California
$36.9M 24,508 +608 +3%
RJA
24
Raymond James & Associates
Florida
$35.2M 23,369 -637 -3%
MAA
25
Mraz Amerine & Associates
California
$33.1M 21,983 -41 -0.2%
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