A detailed history of Kestra Advisory Services, LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 149 shares of WTM stock, worth $286,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
149
Previous 128 16.41%
Holding current value
$286,775
Previous $229,000 8.73%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$1671.52 - $1869.81 $35,101 - $39,266
21 Added 16.41%
149 $249,000
Q2 2025

Aug 14, 2025

BUY
$1699.35 - $1901.99 $20,392 - $22,823
12 Added 10.34%
128 $229,000
Q1 2025

May 14, 2025

BUY
$1818.58 - $1983.07 $210,955 - $230,036
116 New
116 $223,000
Q4 2022

Jan 31, 2023

BUY
$1290.95 - $1422.81 $255,608 - $281,716
198 New
198 $280,000
Q4 2020

Jan 20, 2021

SELL
$785.87 - $1008.33 $0 - $0
0 Closed
0 $0
Q3 2020

Jul 29, 2022

BUY
$757.0 - $955.48 $0 - $0
0 New
0 $0
Q3 2020

Nov 12, 2020

BUY
$757.0 - $955.48 $0 - $0
0 New
0 $332 Million

Others Institutions Holding WTM

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,...
More about WTM
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