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 |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2Closed |
$1.65K - $1.95K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-3KClosed |
$2.48M - $2.92M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-47Closed |
$38.8K - $45.7K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-47Closed |
$38.8K - $45.7K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-2Closed |
$1.65K - $1.95K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17Closed |
$14K - $16.5K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-12Closed |
$9.9K - $11.7K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-10Closed |
$8.25K - $9.73K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1Closed |
$825 - $973
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
492New |
$406K - $479K
|
492
$899K
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5Closed |
$4.13K - $4.87K
|
0
$0
|
|
Q1 2020 | |||||||
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-400Closed |
$278K - $466K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-100Closed |
$69.6K - $116K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-33KClosed |
$23M - $38.4M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2New |
$1.39K - $2.33K
|
2
$3.66K
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17Closed |
$11.8K - $19.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
$348K - $582K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-184Closed |
$128K - $214K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-29.4KClosed |
$20.5M - $34.2M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-180Closed |
$125K - $210K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-318Closed |
$221K - $370K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-5Closed |
$3.48K - $5.82K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-33Closed |
$23K - $38.4K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1Closed |
$696 - $1.16K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-15Closed |
$10.4K - $17.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1Closed |
$696 - $1.16K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-800- 42.11% |
$557K - $932K
|
1.1K
$2.01M
|
|
Apr 15, 2020
Q1 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4Closed |
$2.78K - $4.66K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Barings LLC
|
SELL
|
- |
-423Closed |
$448K - $478K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-310Closed |
$328K - $350K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-639Closed |
$676K - $722K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
90New |
$95.3K - $102K
|
90
$165K
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-90- 7.11% |
$95.3K - $102K
|
1.18K
$2.15M
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3Closed |
$3.11K - $3.28K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-5.46KClosed |
$5.65M - $5.97M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.05KClosed |
$6.27M - $6.61M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12Closed |
$12.4K - $13.1K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-199Closed |
$206K - $218K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Wms Partners, LLC
|
SELL
|
- |
-719Closed |
$745K - $787K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3New |
$3.11K - $3.28K
|
3
$5.48K
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3Closed |
$3.11K - $3.28K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
70New |
$63.8K - $72.7K
|
70
$128K
|
|
Aug 15, 2019
Q2 2019
|
Factorial Partners, LLC
|
SELL
|
- |
-347Closed |
$316K - $360K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18.8KClosed |
$17.1M - $19.5M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-418Closed |
$381K - $434K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.32KClosed |
$2.11M - $2.41M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-1Closed |
$911 - $1.04K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1Closed |
$911 - $1.04K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
Unigestion Holding Sa
|
SELL
|
- |
-2.3KClosed |
$2.1M - $2.39M
|
0
$0
|