White Mountains Insurance Group Ltd 13F annual report
White Mountains Insurance Group Ltd is an investment fund managing more than $444 billion ran by Michaela Hildreth. There are currently 2 companies in Mrs. Hildreth’s portfolio. The largest investments include MediaAlpha and Spdr S&p 500 Etf Tr, together worth $444 billion.
$444 billion Assets Under Management (AUM)
As of 1st August 2024, White Mountains Insurance Group Ltd’s top holding is 17,856,614 shares of MediaAlpha currently worth over $235 billion and making up 53.0% of the portfolio value.
Relative to the number of outstanding shares of MediaAlpha, White Mountains Insurance Group Ltd owns less than 0.5% of the company.
In addition, the fund holds 383,146 shares of Spdr S&p 500 Etf Tr worth $209 billion.
Currently, White Mountains Insurance Group Ltd's portfolio is worth at least $444 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at White Mountains Insurance Group Ltd
The White Mountains Insurance Group Ltd office and employees reside in Hanover, New Hampshire. According to the last 13-F report filed with the SEC, Michaela Hildreth serves as the Managing Director and Chief Accounting Officer at White Mountains Insurance Group Ltd.
Recent trades
In the most recent 13F filing, White Mountains Insurance Group Ltd revealed that it had increased its stake in
Spdr S&p 500 Etf Tr and bought 93,300 additional shares worth around .
On the other hand, Michaela Hildreth disclosed a decreased stake in MediaAlpha by 0.2%.
This leaves the value of the investment at $235 billion and 17,856,614 shares.
One of the average hedge funds
The two most similar investment funds to White Mountains Insurance Group Ltd are Css il and Lynch & Associates/in. They manage $444 billion and $444 billion respectively.
Michaela Hildreth investment strategy
White Mountains Insurance Group Ltd’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Communication Services — making up 53.0% of
the total portfolio value.
The fund focuses on investments in the United States as
50.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
approximately 0.1% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $433 million.
The complete list of White Mountains Insurance Group Ltd trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| MediaAlpha, Inc. |
21.88%
17,856,614
|
$235,171,606,000 | 53.00% |
| Spdr S&p 500 Etf Tr |
32.19%
383,146
|
$208,515,716,000 | 47.00% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||
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