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White Mountains Insurance
WTM

Overview Fund Activity

303 hedge funds and large institutions have $3.73B invested in White Mountains Insurance in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 26 closing their positions.

Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
106
Reduced
83
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$56.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$38.3M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$12.1M
4
EP
4
Edgestream Partners
New Jersey
$7.59M
5
LCOV
5
London Company of Virginia
Virginia
$118M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Select Equity Group
2
Select Equity Group
New York
$58.8M
3
American Century Companies
3
American Century Companies
Missouri
$9.31M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$103M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$425M 250,783 -252 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$304M 179,037 -5,898 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$269M 158,534 -1,027 -0.6%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$207M 122,277 -7,006 -5%
RRAM
5
River Road Asset Management
Kentucky
$201M 118,206 +1,886 +2%
BlackRock
6
BlackRock
New York
$195M 115,123 -1,332 -1%
Boston Partners
7
Boston Partners
Massachusetts
$145M 85,097 -2,574 -3%
WCM
8
Wallace Capital Management
Texas
$140M 82,366 +1,062 +1%
LCOV
9
London Company of Virginia
Virginia
$118M 69,853 +3,397 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$103M 60,675 -9,114 -13%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$97.8M 57,683 -73 -0.1%
State Street
12
State Street
Massachusetts
$93.1M 54,877 +2,714 +5%
FMI
13
Fiduciary Management Inc
Wisconsin
$83.7M 49,320 -36 -0.1%
Bank of America
14
Bank of America
North Carolina
$72M 42,459 +1,273 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$67.6M 39,844 +273 +0.7%
RP
16
Reinhart Partners
Wisconsin
$66.8M 39,369 +1,490 +4%
Select Equity Group
17
Select Equity Group
New York
$58.8M 34,663 -24,698 -42%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$56.2M 33,110 +15,949 +93%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$56M 33,012 +2,430 +8%
CS
20
Cannell & Spears
New York
$49.1M 28,923 -1,143 -4%
Charles Schwab
21
Charles Schwab
California
$42.8M 25,220 +379 +2%
Brown Advisory
22
Brown Advisory
Maryland
$39.3M 23,149 +334 +1%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$38.3M 22,555 +6,896 +44%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$37.6M 22,196 +1,610 +8%
RJA
25
Raymond James & Associates
Florida
$36.9M 21,743 -945 -4%
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