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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
108New |
$190K - $218K
|
108
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
110New |
$193K - $222K
|
110
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-2.16K- 14.94% |
$3.79M - $4.35M
|
12.3K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-489- 43.35% |
$858K - $985K
|
639
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.95K+ 41.34% |
$5.18M - $5.95M
|
10.1K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
120New |
$211K - $242K
|
120
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
348+ 0.41% |
$611K - $701K
|
85.4K
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
BUY
|
- |
34.1KNew |
$59.8M - $68.7M
|
34.1K
$60.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
394+ 127.1% |
$691K - $794K
|
704
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 5.26% |
$1.76K - $2.02K
|
20
$35.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 1.11% |
$10.5K - $12.1K
|
535
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6- 1.55% |
$10.5K - $12.1K
|
380
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
340New |
$597K - $685K
|
340
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-5.79K- 4.9% |
$10.2M - $11.7M
|
112K
$199M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-82- 5.86% |
$144K - $165K
|
1.32K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33+ 3.73% |
$57.9K - $66.5K
|
917
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$1.76K - $2.02K
|
1.56K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$1.76K - $2.02K
|
10
$17.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 0.82% |
$1.76K - $2.02K
|
121
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
106New |
$186K - $214K
|
106
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-50- 9.09% |
$87.8K - $101K
|
500
$884K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49+ 8.39% |
$86K - $98.7K
|
633
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
11+ 8.53% |
$19.3K - $22.2K
|
140
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-36- 16.44% |
$63.2K - $72.5K
|
183
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5.2K+ 81.77% |
$9.12M - $10.5M
|
11.5K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
143+ 0.57% |
$251K - $288K
|
25.4K
$44.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 32.0% |
$42.1K - $48.4K
|
99
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 10.98% |
$15.8K - $18.1K
|
73
$129K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
7+ 0.95% |
$12.3K - $14.1K
|
746
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.5KNew |
$57M - $65.4M
|
32.5K
$57.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.61% |
$3.51K - $4.03K
|
122
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
7+ 1.24% |
$12.3K - $14.1K
|
572
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
14+ 9.27% |
$24.6K - $28.2K
|
165
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
200New |
$351K - $403K
|
200
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 60.0% |
$5.27K - $6.05K
|
8
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
865+ 11.46% |
$1.52M - $1.74M
|
8.41K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 6.56% |
$7.02K - $8.06K
|
65
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$41M - $47M
|
23.3K
$41.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-1- 0.43% |
$1.76K - $2.02K
|
231
$408K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.12% |
$3.51K - $4.03K
|
177
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 50.0% |
$3.51K - $4.03K
|
6
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3New |
$5.27K - $6.05K
|
3
$5.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 26.92% |
$12.3K - $14.1K
|
33
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2- 1.49% |
$3.51K - $4.03K
|
132
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
103New |
$181K - $208K
|
103
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
105+ 7.28% |
$184K - $212K
|
1.55K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 23.4% |
$19.3K - $22.2K
|
36
$63.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-28- 2.15% |
$49.1K - $56.4K
|
1.27K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
600New |
$1.05M - $1.21M
|
600
$1.06M
|