Captrust Financial Advisors White Mountains Insurance Group LTD Transaction History

Captrust Financial Advisors

$46.7 Billion
Q3 2025

A detailed history of Captrust Financial Advisors transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Captrust Financial Advisors holds 707 shares of WTM stock, worth $1.36 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

707

Previous 759 6.85%

Holding current value

$1.36 Million

Previous $1.36 Million 13.29%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	SELL	$1671.52 - $1869.81 $86,919 - $97,230	-52 Reduced 6.85%	707 $1.18 Million
Q2 2025 Aug 14, 2025	SELL	$1699.35 - $1901.99 $220,915 - $247,258	-130 Reduced 14.62%	759 $1.36 Million
Q1 2025 May 14, 2025	BUY	$1818.58 - $1983.07 $531,025 - $579,056	292 Added 48.91%	889 $1.71 Million
Q4 2024 Feb 14, 2025	BUY	$1755.01 - $2015.0 $107,055 - $122,915	61 Added 11.38%	597 $1.16 Million
Q3 2024 Nov 14, 2024	BUY	$1671.79 - $1844.24 $10,030 - $11,065	6 Added 1.13%	536 $909,000

Q2 2024 Aug 14, 2024	BUY	$1688.8 - $1871.4 $5,066 - $5,614	3 Added 0.57%	530 $963,000
Q1 2024 May 15, 2024	SELL	$1475.0 - $1841.88 $441,025 - $550,722	-299 Reduced 36.2%	527 $945,000
Q4 2023 Feb 14, 2024	BUY	$1425.4 - $1551.29 $139,689 - $152,026	98 Added 13.46%	826 $1.24 Million
Q3 2023 Nov 14, 2023	BUY	$1380.13 - $1607.11 $52,444 - $61,070	38 Added 5.51%	728 $1.09 Million
Q2 2023 Aug 14, 2023	SELL	$1319.05 - $1525.0 $68,590 - $79,300	-52 Reduced 7.01%	690 $958,000
Q1 2023 May 15, 2023	SELL	$1322.18 - $1551.67 $2,644 - $3,103	-2 Reduced 0.27%	742 $1.02 Million
Q3 2022 Nov 16, 2022	BUY	$1176.95 - $1393.48 $150,649 - $178,365	128 Added 20.78%	744 $969,000
Q2 2022 Aug 23, 2022	SELL	$1041.57 - $1282.66 $173,942 - $214,204	-167 Reduced 21.33%	616 $768,000
Q2 2022 Aug 16, 2022	BUY	$1041.57 - $1282.66 $91,658 - $112,874	88 Added 12.66%	783 $976,000
Q1 2022 May 16, 2022	BUY	$1006.37 - $1136.24 $11,070 - $12,498	11 Added 1.61%	695 $790,000
Q4 2021 Feb 14, 2022	BUY	$986.9 - $1127.1 $444,105 - $507,194	450 Added 192.31%	684 $694,000
Q3 2021 Nov 16, 2021	SELL	$1059.17 - $1174.26 $36,011 - $39,924	-34 Reduced 12.69%	234 $250,000
Q2 2021 Aug 16, 2021	SELL	$1110.64 - $1237.15 $76,634 - $85,363	-69 Reduced 20.47%	268 $308,000
Q1 2021 May 17, 2021	SELL	$1010.0 - $1267.52 $440,360 - $552,638	-436 Reduced 56.4%	337 $376,000
Q3 2020 Nov 17, 2020	BUY	$757.0 - $955.48 $20,439 - $25,797	27 Added 3.62%	773 $607,000
Q2 2020 Aug 14, 2020	BUY	$825.09 - $973.0 $530,532 - $625,639	643 Added 624.27%	746 $664,000
Q1 2020 May 15, 2020	BUY	$696.04 - $1164.52 $71,692 - $119,945	103 New	103 $92,000
Q4 2019 Feb 14, 2020	SELL	$1058.42 - $1129.11 $3.37 Million - $3.6 Million	-3,186 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$911.09 - $1038.2 $2.77 Million - $3.16 Million	3,039 Added 2067.35%	3,186 $3.25 Million
Q4 2017 Feb 14, 2018	BUY	$844.0 - $895.9 $124,068 - $131,697	147	147 $125,000

Others Institutions Holding WTM

# of Institutions

380

Shares Held

2.55M

Call Options Held

Put Options Held

View Full List

About WHITE MOUNTAINS INSURANCE GROUP LTD

Ticker WTM
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 2,576,230
Market Cap $4.96B
Description
White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools,...

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Captrust Financial Advisors White Mountains Insurance Group LTD Transaction History