Guru Ownership Trend
Guru Analysis for 白山保險集團 (WTM)
白山保險集團 (WTM), a key player in the 金融 sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $148.89 M.
Top institutional holders include 梅森·霍金斯 and 穆雷·斯塔爾.
Institutional sentiment is currently Bullish. This is evidenced by a $30.48 M net inflow during the quarter.
Recent activity highlights 喬爾·葛林布雷 who increased their stake by 618.7%. Conversely, 克里夫·阿斯內斯 reduced exposure by 26.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.70% | Add 50.1% | 31,652 | $52.91 M | Q3 2025 | |
| 0.27% | Add 19.3% | 13,084 | $21.87 M | Q3 2025 | |
| 0.04% | Add 3.5% | 7,106 | $11.88 M | Q3 2025 | |
| 0.05% | Add 618.7% | 6,899 | $11.53 M | Q3 2025 | |
| 0.11% | Reduce -4.6% | 6,302 | $10.53 M | Q3 2025 | |
| 0.01% | Reduce -26.9% | 5,913 | $9.84 M | Q3 2025 | |
| 0.00% | New Buy | 1,851 | $3.09 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 白山保險集團 (WTM)
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $30.48 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited WTM. The total reported sell value was $4.12 M.
Yes, 1 managers opened new positions in WTM, and 4 increased their existing holdings. The total reported buy value was $34.6 M.