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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$588K - $697K
|
500
$884K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 12.5% |
$5.88K - $6.97K
|
35
$61.9K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-132- 79.52% |
$155K - $184K
|
34
$60.1K
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-7.72K- 5.71% |
$9.09M - $10.8M
|
127K
$225M
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
171New |
$201K - $238K
|
171
$302K
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.36KNew |
$1.6M - $1.89M
|
1.36K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
332+ 37.64% |
$391K - $463K
|
1.21K
$2.15M
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
270New |
$318K - $376K
|
270
$477K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-21- 50.0% |
$24.7K - $29.3K
|
21
$37.1K
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
63+ 19.21% |
$74.1K - $87.8K
|
391
$691K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$5.88K - $6.97K
|
5
$8.84K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
178New |
$209K - $248K
|
178
$315K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.63K- 16.93% |
$4.27M - $5.05M
|
17.8K
$31.4M
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$1.04K - $1.28K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
247New |
$257K - $317K
|
247
$436K
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.6KClosed |
$14.2M - $17.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
154+ 117.56% |
$160K - $198K
|
285
$504K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-55- 16.92% |
$57.3K - $70.5K
|
270
$477K
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.45KNew |
$1.51M - $1.86M
|
1.45K
$2.56M
|
|
Aug 15, 2022
Q2 2022
|
Madison Avenue Partners, LP
New York, NY |
BUY
|
- |
21.5K+ 214.96% |
$22.4M - $27.6M
|
31.5K
$55.7M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
282New |
$294K - $362K
|
282
$498K
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-2.09KClosed |
$2.17M - $2.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9Closed |
$9.37K - $11.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
300New |
$312K - $385K
|
300
$530K
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-555- 37.63% |
$578K - $712K
|
920
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-7.84K- 6.6% |
$8.17M - $10.1M
|
111K
$196M
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-62Closed |
$64.6K - $79.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-360Closed |
$375K - $462K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1New |
$1.04K - $1.28K
|
1
$1.77K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$10.4K - $12.8K
|
10
$17.7K
|
|
Jul 26, 2022
Q2 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.66KClosed |
$3.81M - $4.7M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$2.08K - $2.57K
|
2
$3.53K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
84+ 18.3% |
$87.5K - $108K
|
543
$960K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-195Closed |
$196K - $222K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-225Closed |
$226K - $256K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.23KClosed |
$1.24M - $1.4M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-156Closed |
$157K - $177K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-648Closed |
$652K - $736K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$8.05K - $9.09K
|
8
$14.1K
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
181New |
$182K - $206K
|
181
$320K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3Closed |
$3.02K - $3.41K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-374Closed |
$376K - $425K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$2.01K - $2.27K
|
2
$3.53K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 8.0% |
$2.01K - $2.27K
|
23
$40.6K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10Closed |
$10.1K - $11.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.3KClosed |
$2.31M - $2.61M
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-505Closed |
$508K - $574K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
216+ 1963.64% |
$213K - $243K
|
227
$401K
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
340New |
$336K - $383K
|
340
$601K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20Closed |
$19.7K - $22.5K
|
0
$0
|