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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-54- 13.81% |
$90.3K - $101K
|
337
$649K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-73- 22.32% |
$122K - $136K
|
254
$489K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5- 3.85% |
$8.36K - $9.35K
|
125
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21- 9.09% |
$35.1K - $39.3K
|
210
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.53% |
$16.7K - $18.7K
|
1.88K
$3.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8New |
$13.4K - $15K
|
8
$15.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.98% |
$8.36K - $9.35K
|
516
$993K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
69+ 49.29% |
$115K - $129K
|
209
$402K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6- 2.8% |
$10K - $11.2K
|
208
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-85- 0.2% |
$142K - $159K
|
41.6K
$80.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
31+ 26.96% |
$51.8K - $58K
|
146
$281K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13- 3.4% |
$21.7K - $24.3K
|
369
$710K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
818New |
$1.37M - $1.53M
|
818
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 3.59% |
$26.7K - $29.9K
|
462
$889K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
60New |
$100K - $112K
|
60
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 43.75% |
$23.4K - $26.2K
|
18
$34.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-17- 51.52% |
$28.4K - $31.8K
|
16
$30.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 6.86% |
$20.1K - $22.4K
|
187
$360K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5+ 125.0% |
$8.36K - $9.35K
|
9
$17.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 133.33% |
$13.4K - $15K
|
14
$26.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 19.8% |
$167K - $187K
|
605
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
126New |
$211K - $236K
|
126
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 40.0% |
$3.34K - $3.74K
|
3
$5.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
191New |
$319K - $357K
|
191
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$5.01K - $5.61K
|
734
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
117New |
$196K - $219K
|
117
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.47% |
$1.67K - $1.87K
|
214
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24- 7.41% |
$40.1K - $44.9K
|
300
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-583- 3.27% |
$974K - $1.09M
|
17.2K
$33.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 2.11% |
$66.9K - $74.8K
|
1.94K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
6New |
$10K - $11.2K
|
6
$11.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 4.57% |
$25.1K - $28K
|
343
$660K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.92% |
$1.67K - $1.87K
|
53
$102K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$15K - $16.8K
|
9
$17.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2- 1.64% |
$3.34K - $3.74K
|
120
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.11K+ 7.14% |
$3.53M - $3.95M
|
31.7K
$61M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
811New |
$1.36M - $1.52M
|
811
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-37- 4.74% |
$61.8K - $69.2K
|
743
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-99- 20.08% |
$165K - $185K
|
394
$758K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 46.75% |
$60.2K - $67.3K
|
113
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 7.14% |
$1.67K - $1.87K
|
15
$28.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.12K- 71.37% |
$3.55M - $3.97M
|
852
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16- 51.61% |
$26.7K - $29.9K
|
15
$28.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 1.71% |
$13.4K - $15K
|
476
$916K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.65% |
$3.34K - $3.74K
|
308
$593K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-40- 10.53% |
$66.9K - $74.8K
|
340
$654K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
400+ 5.18% |
$669K - $748K
|
8.13K
$15.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-71- 25.45% |
$119K - $133K
|
208
$400K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
143+ 34.13% |
$239K - $267K
|
562
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
3+ 11.54% |
$5.01K - $5.61K
|
29
$55.8K
|
|