Dimensional Fund Advisors LP Updates 11.99% Stake in White Mountains

TL;DR

**Dimensional Fund Advisors still holds a big chunk of White Mountains, showing continued institutional confidence.**

AI Summary

Dimensional Fund Advisors LP filed an amended SC 13G/A on February 9, 2024, indicating their ownership in White Mountains Insurance Group Ltd. As of December 29, 2023, Dimensional Fund Advisors LP reported beneficial ownership of 399,804 shares of Common Stock, representing 11.99% of the company's outstanding shares. This is an update to their previous filing, showing a slight adjustment in their holdings, which is important for investors to track institutional interest in the stock.

Why It Matters

This filing shows a major institutional investor's continued significant stake in White Mountains Insurance Group Ltd., signaling their ongoing confidence in the company.

Risk Assessment

Risk Level: low — This filing is a routine update from an institutional investor and does not indicate any immediate significant risk to the stock.

Analyst Insight

Investors should note the continued significant institutional ownership by Dimensional Fund Advisors LP, which can be a positive signal of long-term value, but should also conduct their own due diligence on White Mountains Insurance Group Ltd's fundamentals.

Key Numbers

• 399,804 — Shares Beneficially Owned (Represents the total number of Common Stock shares of White Mountains Insurance Group Ltd held by Dimensional Fund Advisors LP.)
• 11.99% — Percentage of Class (Indicates the proportion of White Mountains Insurance Group Ltd's Common Stock beneficially owned by Dimensional Fund Advisors LP.)
• December 29, 2023 — Event Date (The specific date on which the ownership threshold was met or changed, triggering this filing.)

Key Players & Entities

• Dimensional Fund Advisors LP (company) — the reporting person and institutional investor
• White Mountains Insurance Group Ltd (company) — the subject company whose shares are being reported
• 399,804 (dollar_amount) — number of shares beneficially owned
• 11.99% (dollar_amount) — percentage of class beneficially owned
• December 29, 2023 (date) — date of the event requiring the filing

Forward-Looking Statements

• Dimensional Fund Advisors LP will maintain a significant stake in White Mountains Insurance Group Ltd. (Dimensional Fund Advisors LP) — high confidence, target: Next 12 months

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 17KB
• 0000354204-24-002892.txt ( ) — 19KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 ) * White Mountains Insurance Group Ltd (Name of Issuer) Common Stock (Title of Class of Securities) G9618E107 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. G9618E107 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Dimensional Fund Advisors LP 30-0447847 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware Limited Partnership NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 159,636 ** see Note 1 ** 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 161,957 ** see Note 1 ** 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 161,957 ** see Note 1 ** 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.3% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer White Mountains Insurance Group Ltd (b) Address of Issuer's Principal Executive Offices 80 South Main Street, Hanover, NH 03755 Item 2. (a) Name of Person Filing Dimensional Fund Advisors LP (b) Address of Principal Business Office or, if None, Residence 6300 Bee Cave Road, Building One, Austin, TX 78746 (c) Citizenship Delaware Limited Partnership (d) Title of Class of Securities Common Stock (e) CUSIP Number G9618E107 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J). Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 161,957 ** see Note 1 ** (b) Percent of Class: 6.3% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 159,636 ** see Note 1 ** (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 161,957 ** see Note 1 ** (iv) shared power to dispose or to direct the disposition of 0 ** Note 1 ** Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively referred to as the "Funds"). In certain cases, subsidiaries of Dimensional Fund Advisors LP may act as an adviser or sub-adviser to certain Funds. In its role as investment advisor, sub-adviser and/or manager, Dimensional Fund Advisors LP or its subsidiaries (collectively, "Dimensional") may possess voting and/or investment power over the securities of the Issuer that are owned by the Funds, and may be deemed to

View Full Filing

View this SC 13G/A filing on SEC EDGAR