Fuller & Thaler Amends White Mountains Insurance Group Stake
Ticker: WTM · Form: SC 13G/A · Filed: Feb 12, 2024 · CIK: 776867
| Field | Detail |
|---|---|
| Company | White Mountains Insurance Group Ltd (WTM) |
| Form Type | SC 13G/A |
| Filed Date | Feb 12, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, form-13g
TL;DR
**Fuller & Thaler updated their White Mountains Insurance Group holdings.**
AI Summary
Fuller & Thaler Asset Management, Inc. filed an amended SC 13G/A on February 12, 2024, indicating their ownership of White Mountains Insurance Group Ltd's common stock as of December 31, 2023. This filing is an amendment, suggesting a change in their previously reported holdings. For investors, this matters because it provides transparency into institutional ownership, which can influence stock stability and market perception.
Why It Matters
This filing updates the public on Fuller & Thaler Asset Management's investment in White Mountains Insurance Group, offering insight into institutional sentiment and potential demand for the stock.
Risk Assessment
Risk Level: low — This is a routine disclosure of institutional ownership, not indicating any immediate or significant risk to the company or its investors.
Analyst Insight
Investors should note this routine update on institutional ownership, but without specific share count changes, it offers limited actionable insight beyond confirming continued institutional interest.
Key Players & Entities
- Fuller & Thaler Asset Management, Inc. (company) — the reporting person filing the SC 13G/A
- White Mountains Insurance Group Ltd (company) — the issuer of the securities being reported
- December 31, 2023 (date) — the date of the event requiring the filing
- February 12, 2024 (date) — the filing date of the SC 13G/A
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G, indicating a change in previously reported beneficial ownership of securities.
Who is the reporting person in this filing?
The reporting person is Fuller & Thaler Asset Management, Inc., located at 411 Borel Avenue, Suite 300, San Mateo, CA 94402.
Which company's securities are being reported on?
The securities being reported on are the Common Stock of White Mountains Insurance Group Ltd, with CUSIP Number G9618E107.
What was the 'Date of Event which Requires Filing of this Statement'?
The 'Date of Event which Requires Filing of this Statement' was December 31, 2023.
Under which rule was this Schedule 13G filed?
This Schedule 13G was filed under Rule 13d-1(b), designated for Investment Advisers (IA) and Investment Adviser Representatives (IAR).
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on February 12, 2024 regarding WHITE MOUNTAINS INSURANCE GROUP LTD (WTM).