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White Mountains Insurance
WTM

304 hedge funds and large institutions have $4.06B invested in White Mountains Insurance in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

9% more capital invested

Capital invested by funds: $3.72B → $4.06B (+$337M)

3% more funds holding

Funds holding: 295 → 304 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

5% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 96

2.91% less ownership

Funds ownership: 96.5% → 93.59% (-2.9%)

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
39
Increased
91
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
+$226M
2
CS
Cannell & Spears
New York
+$50.7M
3
Select Equity Group
Select Equity Group
New York
+$33.3M
4
Brown Advisory
Brown Advisory
Maryland
+$11.2M
5
American Century Companies
American Century Companies
Missouri
+$9.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$353M
2
SAM
Southeastern Asset Management
Tennessee
-$13M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
4
PFC
Phocas Financial Corp
California
-$7.7M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$452M -$2.5M -1,489 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$333M -$353M -210,472 -53%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$291M -$65.4K -39 -0%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$235M +$2.34M +1,394 +1%
RRAM
5
River Road Asset Management
Kentucky
$221M -$6.42M -3,831 -3%
BlackRock
6
BlackRock
New York
$206M +$3.82M +2,279 +2%
Boston Partners
7
Boston Partners
Massachusetts
$162M -$3.28M -1,958 -2%
WCM
8
Wallace Capital Management
Texas
$147M -$3.49M -2,080 -2%
LCOV
9
London Company of Virginia
Virginia
$119M +$5.79M +3,452 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$109M -$10.7M -6,375 -9%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$106M +$213K +127 +0.2%
Select Equity Group
12
Select Equity Group
New York
$89.6M +$33.3M +19,860 +66%
State Street
13
State Street
Massachusetts
$87.2M -$2.66M -1,585 -3%
Bank of America
14
Bank of America
North Carolina
$73.1M +$1.65M +983 +2%
FMI
15
Fiduciary Management Inc
Wisconsin
$70M +$1.7M +1,017 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$69.8M +$1.97M +1,174 +3%
RP
17
Reinhart Partners
Wisconsin
$68.6M +$681K +406 +1%
CS
18
Cannell & Spears
New York
$54.3M +$50.7M +30,236 New
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$53.2M -$280K -167 -0.6%
Norges Bank
20
Norges Bank
Norway
$53M +$2.2M +1,310 +5%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$51.1M +$6.59M +3,934 +16%
Charles Schwab
22
Charles Schwab
California
$44.6M +$538K +321 +1%
SAM
23
Southeastern Asset Management
Tennessee
$44.3M -$13M -7,738 -24%
RJA
24
Raymond James & Associates
Florida
$41.9M -$53.6K -32 -0.1%
Brown Advisory
25
Brown Advisory
Maryland
$41.5M +$11.2M +6,692 +41%
1
2 3 4 5

WTM Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2024, worth a combined $4.06B — up 9.1% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WTM positions and 27 closed out — a net gain of 12 holders — while 91 added to existing stakes and 96 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $226M. The largest seller was Morgan Stanley, cutting an estimated $353M.

  • 304 institutional investors held White Mountains Insurance (WTM) as of Q1 2024, up from 295 in Q4 2023.
  • Funds reported $4.06B of White Mountains Insurance stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 39 funds opened new White Mountains Insurance positions in Q1 2024 and 27 closed out, a net change of +12 holders.
  • The largest White Mountains Insurance buyer in Q1 2024 was Global Assets Advisory, an estimated $226M added.
  • The largest White Mountains Insurance seller in Q1 2024 was Morgan Stanley, an estimated $353M sold.

Based on aggregated 13F filings for Q1 2024.