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WTM - White Mountains Insurance Group Ltd Stock Price, Fair Value and News
1768.43
USD
+0.05
(0.00%)
Delayed
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WTM
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Funds-Owners-Holders
Which funds bought or sold WTM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-26
River Road Asset Management, LLC
REDUCED
Premium
Premium
Premium
Premium
123,321
2024-04-26
First Horizon Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
45.00
2024-04-26
SYSTM Wealth Solutions LLC
REDUCED
Premium
Premium
Premium
Premium
896
2024-04-26
PINNACLE ASSOCIATES LTD
UNCHANGED
Premium
Premium
Premium
Premium
177
2024-04-26
UMB Bank, n.a.
ADDED
Premium
Premium
Premium
Premium
20.00
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Premium
Premium
Premium
Premium
253
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
9,938
2024-04-25
Allworth Financial LP
REDUCED
Premium
Premium
Premium
Premium
16.00
2024-04-25
Chicago Partners Investment Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
451
2024-04-25
Lindbrook Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
124
2024-04-25
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
UNCHANGED
Premium
Premium
Premium
Premium
141
2024-04-24
RAYMOND JAMES TRUST N.A.
REDUCED
Premium
Premium
Premium
Premium
139
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
23,121
2024-04-24
Robeco Institutional Asset Management B.V.
REDUCED
Premium
Premium
Premium
Premium
29,623
2024-04-24
RITHOLTZ WEALTH MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
266
2024-04-24
Spire Wealth Management
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
CENTRAL TRUST Co
UNCHANGED
Premium
Premium
Premium
Premium
100
2024-04-24
EQUITABLE TRUST CO
ADDED
Premium
Premium
Premium
Premium
223
2024-04-23
REGIONS FINANCIAL CORP
UNCHANGED
Premium
Premium
Premium
Premium
550
2024-04-23
Venturi Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
30.00
2024-04-23
Summit Trail Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
169
2024-04-23
Main Street Financial Solutions, LLC
REDUCED
Premium
Premium
Premium
Premium
992
2024-04-23
WETZEL INVESTMENT ADVISORS, INC.
UNCHANGED
Premium
Premium
Premium
Premium
9.00
2024-04-23
FIFTH THIRD BANCORP
UNCHANGED
Premium
Premium
Premium
Premium
1.00
2024-04-23
SPEECE THORSON CAPITAL GROUP INC
ADDED
Premium
Premium
Premium
Premium
13,751
Rows per page:
10
25
50
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1–25 of 341
Which funds are the top buyers of WTM?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
253,419
381,398,000
0.01%
MORGAN STANLEY
198,001
297,996,000
0.03%
DIMENSIONAL FUND ADVISORS LP
161,957
243,745,000
0.07%
Global Assets Advisory, LLC
134,528
76,000
-
FULLER & THALER ASSET MANAGEMENT, INC.
129,520
194,930,000
0.99%
ATLANTA CAPITAL MANAGEMENT CO L L C
127,468
166,093,000
0.74%
River Road Asset Management, LLC
123,321
221,275,000
2.99%
BlackRock Inc.
112,694
169,606,000
-
Boston Partners
92,552
140,013,000
0.18%
Wallace Capital Management Inc.
84,157
126,657,000
18.83%
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10
1–10 of 100
Which funds have put a big percent of portfolio in WTM?
Fund Name
$ Value
% Port.
Wallace Capital Management Inc.
126,657,000
18.83%
ELKHORN PARTNERS LIMITED PARTNERSHIP
26,818,000
18.56%
Mraz, Amerine & Associates, Inc.
33,084,400
6.93%
Cove Street Capital, LLC
16,044,900
4.91%
SPEECE THORSON CAPITAL GROUP INC
24,673,000
4.77%
Triad Investment Management
3,199,240
3.88%
River Road Asset Management, LLC
221,275,000
2.99%
REINHART PARTNERS, LLC.
137,176,000
2.79%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/
48,831,600
1.88%
Cannell & Co.
45,554,500
1.45%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold WTM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
42,501,500
SUTTON PLACE INVESTORS LLC
1,666,900
Amalgamated Financial Corp.
687,000
Holocene Advisors, LP
638,124
TWO SIGMA INVESTMENTS, LP
635,114
American Capital Advisory, LLC
586,954
CITADEL ADVISORS LLC
498,158
Lummis Asset Management, LP
489,128
Additions
Fund Name
% Increased
QS Investors, LLC
1,902
FIRST TRUST ADVISORS LP
433
Edgestream Partners, L.P.
365
Sequoia Financial Advisors, LLC
167
GOLDMAN SACHS GROUP INC
157
Russell Investments Group, Ltd.
128
CWM, LLC
107
REINHART PARTNERS, LLC.
102
Reductions
Fund Name
% Reduced
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-96.98
FEDERATED HERMES, INC.
-86.95
MILLENNIUM MANAGEMENT LLC
-81.43
IFP Advisors, Inc
-75.00
AMALGAMATED BANK
-66.18
Man Group plc
-62.99
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-54.77
HRT FINANCIAL LP
-51.49
Sold off
Fund Name
$ Sold
Phocas Financial Corp.
-7,695,000
FRANKLIN RESOURCES INC
-2,820,870
ExodusPoint Capital Management, LP
-1,596,000
Quantedge Capital Pte Ltd
-598,276
Virtu Financial LLC
-505,000
JANE STREET GROUP, LLC
-360,461
Glenview Trust co
-266,232
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
-251,337