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 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-216- 97.74% |
$361K - $404K
|
5
$9.62K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
127+ 9.32% |
$212K - $237K
|
1.49K
$2.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 30.23% |
$21.7K - $24.3K
|
30
$57.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
24+ 0.43% |
$40.1K - $44.9K
|
5.55K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-11- 15.07% |
$18.4K - $20.6K
|
62
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-452- 27.94% |
$756K - $845K
|
1.17K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
8+ 6.96% |
$13.4K - $15K
|
123
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
223+ 128.9% |
$373K - $417K
|
396
$762K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.17K- 0.87% |
$3.62M - $4.05M
|
247K
$475M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
680New |
$1.14M - $1.27M
|
680
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.34K+ 117.62% |
$3.9M - $4.37M
|
4.32K
$8.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.92% |
$6.69K - $7.48K
|
438
$843K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
107+ 10.21% |
$179K - $200K
|
1.16K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$1.67K - $1.87K
|
1
$1.92K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-293- 7.19% |
$490K - $548K
|
3.78K
$7.28M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
117New |
$196K - $219K
|
117
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.35% |
$3.34K - $3.74K
|
577
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-40- 6.67% |
$66.9K - $74.8K
|
560
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
308+ 167.39% |
$515K - $576K
|
492
$947K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-48- 1.12% |
$80.2K - $89.8K
|
4.23K
$8.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
41+ 3.52% |
$68.5K - $76.7K
|
1.21K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 300.0% |
$5.01K - $5.61K
|
4
$7.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-82- 30.48% |
$137K - $153K
|
187
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 6.16% |
$21.7K - $24.3K
|
224
$431K
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.03K+ 4.77% |
$1.72M - $1.93M
|
22.6K
$43.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$1.67K - $1.87K
|
1.47K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
209+ 15.33% |
$349K - $391K
|
1.57K
$3.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6- 0.96% |
$10K - $11.2K
|
622
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9+ 5.7% |
$15K - $16.8K
|
167
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
448+ 33.63% |
$749K - $838K
|
1.78K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.77KNew |
$2.95M - $3.3M
|
1.77K
$3.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
138+ 1.05% |
$231K - $258K
|
13.2K
$25.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4- 2.08% |
$6.69K - $7.48K
|
188
$362K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
80+ 0.46% |
$134K - $150K
|
17.6K
$33.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8- 42.11% |
$13.4K - $15K
|
11
$21.2K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 14.88% |
$53.5K - $59.8K
|
183
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-67- 5.4% |
$112K - $125K
|
1.17K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8- 8.89% |
$13.4K - $15K
|
82
$158K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1New |
$1.67K - $1.87K
|
1
$1.92K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
11+ 1.46% |
$18.4K - $20.6K
|
762
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-35- 7.19% |
$58.5K - $65.4K
|
452
$870K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1- 0.75% |
$1.67K - $1.87K
|
132
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
BUY
|
- |
31.1K+ 40.47% |
$51.9M - $58.1M
|
108K
$208M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7+ 3.0% |
$11.7K - $13.1K
|
240
$462K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
208New |
$348K - $389K
|
208
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
48+ 33.8% |
$80.2K - $89.8K
|
190
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
62+ 26.96% |
$104K - $116K
|
292
$562K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 366.67% |
$36.8K - $41.1K
|
28
$53.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1.52K- 96.19% |
$2.53M - $2.83M
|
60
$115K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 4.23% |
$5.01K - $5.61K
|
68
$131K
|
|