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White Mountains Insurance
WTM

Overview Fund Activity

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.

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
4.41%
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
CS
1
Cannell & Spears
New York
$54.3M
2
Select Equity Group
2
Select Equity Group
New York
$89.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$41.5M
4
American Century Companies
4
American Century Companies
Missouri
$37.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$51.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
SAM
2
Southeastern Asset Management
Tennessee
$44.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$109M
4
PFC
4
Phocas Financial Corp
California
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$25.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$452M 251,930 -1,489 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$333M 185,530 -210,472 -53%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$291M 161,918 -39 -0%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$235M 130,914 +1,394 +1%
RRAM
5
River Road Asset Management
Kentucky
$221M 123,321 -3,831 -3%
BlackRock
6
BlackRock
New York
$206M 114,973 +2,279 +2%
Boston Partners
7
Boston Partners
Massachusetts
$162M 90,594 -1,958 -2%
WCM
8
Wallace Capital Management
Texas
$147M 82,077 -2,080 -2%
LCOV
9
London Company of Virginia
Virginia
$119M 66,595 +3,452 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$109M 61,006 -6,375 -9%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$106M 59,289 +127 +0.2%
Select Equity Group
12
Select Equity Group
New York
$89.6M 49,931 +19,860 +66%
State Street
13
State Street
Massachusetts
$87.2M 48,620 -1,585 -3%
Bank of America
14
Bank of America
North Carolina
$73.1M 40,730 +983 +2%
FMI
15
Fiduciary Management Inc
Wisconsin
$70M 38,995 +1,017 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$69.8M 38,899 +1,174 +3%
RP
17
Reinhart Partners
Wisconsin
$68.6M 38,225 +406 +1%
CS
18
Cannell & Spears
New York
$54.3M 30,236 +30,236 New
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$53.2M 29,623 -167 -0.6%
Norges Bank
20
Norges Bank
Norway
$53M 29,550 +1,310 +5%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$51.1M 28,472 +3,934 +16%
Charles Schwab
22
Charles Schwab
California
$44.6M 24,829 +321 +1%
SAM
23
Southeastern Asset Management
Tennessee
$44.3M 24,708 -7,738 -24%
RJA
24
Raymond James & Associates
Florida
$41.9M 23,337 -32 -0.1%
Brown Advisory
25
Brown Advisory
Maryland
$41.5M 23,121 +6,692 +41%
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