WTM icon

White Mountains Insurance
WTM

Overview Fund Activity

322 hedge funds and large institutions have $4.43B invested in White Mountains Insurance in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+19
Holders Change %
+6.27%
% of All Funds
4.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
39
Increased
112
Reduced
83
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$66.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$63.2M
3
Norges Bank
3
Norges Bank
Norway
$59.7M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$88.4M
5
WCM Investment Management
5
WCM Investment Management
California
$22.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$97.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$222M
4
Select Equity Group
4
Select Equity Group
New York
$53.7M
5
RRAM
5
River Road Asset Management
Kentucky
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$490M 251,739 +956 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$346M 177,691 -1,346 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$306M 157,395 -1,139 -0.7%
BlackRock
4
BlackRock
New York
$230M 118,484 +3,361 +3%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$222M 114,077 -8,200 -7%
RRAM
6
River Road Asset Management
Kentucky
$219M 112,415 -5,791 -5%
Boston Partners
7
Boston Partners
Massachusetts
$166M 85,445 +348 +0.4%
WCM
8
Wallace Capital Management
Texas
$156M 80,158 -2,208 -3%
LCOV
9
London Company of Virginia
Virginia
$135M 69,268 -585 -0.8%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$112M 57,755 +72 +0.1%
State Street
11
State Street
Massachusetts
$107M 54,885 +8 +0%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$97.1M 49,926 -10,749 -18%
FMI
13
Fiduciary Management Inc
Wisconsin
$95.5M 49,114 -206 -0.4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$88.4M 45,438 +12,328 +37%
Bank of America
15
Bank of America
North Carolina
$80.6M 41,453 -1,006 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$77.3M 39,735 -109 -0.3%
RP
17
Reinhart Partners
Wisconsin
$74.4M 38,272 -1,097 -3%
CB
18
Cooke & Bieler
Pennsylvania
$66.3M 34,070 +34,070 New
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$64.4M 33,116 +104 +0.3%
Raymond James Financial
20
Raymond James Financial
Florida
$63.2M 32,472 +32,472 New
Norges Bank
21
Norges Bank
Norway
$59.7M 30,673 +30,673 New
CS
22
Cannell & Spears
New York
$55.9M 28,726 -197 -0.7%
Select Equity Group
23
Select Equity Group
New York
$53.7M 27,599 -7,064 -20%
Charles Schwab
24
Charles Schwab
California
$49.3M 25,363 +143 +0.6%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$44.8M 23,236 +681 +3%
1
2 3 4 5