Latest Institutional Transactions on White Mountains Insurance Group LTD (WTM)
This table provides information on the latest institutional transactions involving White Mountains Insurance Group LTD (WTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-127- 19.33% |
$210K - $246K
|
530
$1.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14- 0.25% |
$23.1K - $27.1K
|
5.49K
$10.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 5.66% |
$4.95K - $5.81K
|
56
$108K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 1.41% |
$19.8K - $23.3K
|
864
$1.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 21.24% |
$39.6K - $46.5K
|
89
$171K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$3.3K - $3.88K
|
2
$3.85K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$4.95K - $5.81K
|
3
$5.77K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102New |
$168K - $198K
|
102
$196K
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
765+ 42.91% |
$1.26M - $1.48M
|
2.55K
$4.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-167- 42.39% |
$276K - $324K
|
227
$437K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.56% |
$1.65K - $1.94K
|
178
$343K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 4.76% |
$1.65K - $1.94K
|
20
$38.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.5K- 36.3% |
$19M - $22.3M
|
20.2K
$38.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.53% |
$16.5K - $19.4K
|
1.87K
$3.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$1.65K - $1.94K
|
6
$11.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-50- 2.3% |
$82.5K - $96.9K
|
2.12K
$4.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-28- 10.37% |
$46.2K - $54.3K
|
242
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 1.62% |
$8.25K - $9.69K
|
313
$602K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-125- 65.45% |
$206K - $242K
|
66
$127K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17+ 8.1% |
$28.1K - $32.9K
|
227
$437K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 6.25% |
$1.65K - $1.94K
|
17
$32.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-27- 20.45% |
$44.6K - $52.3K
|
105
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$165K - $194K
|
100
$192K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59+ 8.4% |
$97.4K - $114K
|
761
$1.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
12New |
$19.8K - $23.3K
|
12
$23.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16+ 8.74% |
$26.4K - $31K
|
199
$383K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-691- 58.26% |
$1.16M - $1.29M
|
495
$953K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 25.0% |
$11.7K - $13.1K
|
35
$67.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1Closed |
$1.67K - $1.87K
|
0
$0
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8- 24.24% |
$13.4K - $15K
|
25
$48.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-121- 1.06% |
$202K - $226K
|
11.3K
$21.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 6.85% |
$86.9K - $97.2K
|
707
$1.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
14New |
$23.4K - $26.2K
|
14
$26.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
134+ 20.36% |
$224K - $251K
|
792
$1.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
45New |
$75.2K - $84.1K
|
45
$86.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-172- 15.26% |
$288K - $322K
|
955
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
298New |
$498K - $557K
|
298
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.07K+ 2455.56% |
$11.8M - $13.2M
|
7.36K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-454- 13.04% |
$759K - $849K
|
3.03K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 0.49% |
$6.69K - $7.48K
|
814
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
230+ 121.05% |
$384K - $430K
|
420
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10+ 1.91% |
$16.7K - $18.7K
|
534
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-597- 1.51% |
$998K - $1.12M
|
38.8K
$74.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.76K+ 41.12% |
$2.95M - $3.3M
|
6.05K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
608New |
$1.02M - $1.14M
|
608
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-15.2K- 24.1% |
$25.4M - $28.4M
|
47.8K
$91.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
31New |
$51.8K - $58K
|
31
$59.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-251- 29.56% |
$420K - $469K
|
598
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
187New |
$313K - $350K
|
187
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-34- 3.53% |
$56.8K - $63.6K
|
930
$1.79M
|
|