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White Mountains Insurance
WTM

Overview Fund Activity

306 hedge funds and large institutions have $4.14B invested in White Mountains Insurance in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
31
Increased
104
Reduced
87
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$31.2M
2
FMI
Fiduciary Management Inc
Wisconsin
$89.7M
3
Select Equity Group
Select Equity Group
New York
$108M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
5
Invesco
Invesco
Georgia
$20.1M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38.9M
2
CSC
Cove Street Capital
California
$4.52M
3
RRAM
River Road Asset Management
Kentucky
$211M
4
American Century Companies
American Century Companies
Missouri
$26.7M
5
TSW
Thompson Siegel & Walmsley
Virginia
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$456M -$1.63M -895 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$336M -$1.08M -595 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$290M -$4.28M -2,357 -1%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$235M -$2.96M -1,631 -1%
BlackRock
5
BlackRock
New York
$212M +$2.69M +1,482 +1%
RRAM
6
River Road Asset Management
Kentucky
$211M -$12.7M -7,001 -6%
Boston Partners
7
Boston Partners
Massachusetts
$159M -$5.3M -2,923 -3%
WCM
8
Wallace Capital Management
Texas
$148M -$1.4M -773 -0.9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$127M +$16M +8,783 +14%
LCOV
10
London Company of Virginia
Virginia
$121M -$253K -139 -0.2%
Select Equity Group
11
Select Equity Group
New York
$108M +$17.1M +9,430 +19%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$105M -$2.79M -1,533 -3%
State Street
13
State Street
Massachusetts
$94.8M +$6.44M +3,543 +7%
FMI
14
Fiduciary Management Inc
Wisconsin
$89.7M +$18.8M +10,361 +27%
Bank of America
15
Bank of America
North Carolina
$74.9M +$829K +456 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$71.9M +$1.22M +672 +2%
RP
17
Reinhart Partners
Wisconsin
$68.8M -$629K -346 -0.9%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$55.6M +$3.83M +2,110 +7%
Norges Bank
19
Norges Bank
Norway
$54.7M +$1.01M +556 +2%
CS
20
Cannell & Spears
New York
$54.6M -$309K -170 -0.6%
Charles Schwab
21
Charles Schwab
California
$45.1M +$21.8K +12 +0%
Brown Advisory
22
Brown Advisory
Maryland
$41.5M -$556K -306 -1%
RJA
23
Raymond James & Associates
Florida
$41.2M -$1.18M -649 -3%
SAM
24
Southeastern Asset Management
Tennessee
$38.9M -$5.97M -3,285 -13%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$38.9M -$15M -8,245 -28%
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