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 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
|
Oak Thistle LLC
|
BUY
|
- |
657New |
$1.1M - $1.23M
|
657
$1.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
3+ 11.54% |
$5.01K - $5.61K
|
29
$55.8K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 70.83% |
$1.54M - $1.73M
|
2.19K
$4.22M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-204- 7.49% |
$347K - $388K
|
2.52K
$4.85M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76New |
$129K - $145K
|
76
$146K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 35.29% |
$10.2K - $11.4K
|
11
$21.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-561- 73.62% |
$953K - $1.07M
|
201
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4+ 3.45% |
$6.8K - $7.61K
|
120
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23- 14.11% |
$39.1K - $43.7K
|
140
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
238New |
$404K - $453K
|
238
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-443- 43.69% |
$753K - $843K
|
571
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 75.0% |
$5.1K - $5.71K
|
7
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-714- 64.04% |
$1.21M - $1.36M
|
401
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
120New |
$204K - $228K
|
120
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 300.0% |
$5.1K - $5.71K
|
4
$7.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
254+ 86.39% |
$432K - $483K
|
548
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-40- 10.26% |
$68K - $76.1K
|
350
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-16- 11.35% |
$27.2K - $30.4K
|
125
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-17.3K- 75.26% |
$29.3M - $32.8M
|
5.67K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$3.4K - $3.8K
|
2
$3.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3- 6.67% |
$5.1K - $5.71K
|
42
$80.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4New |
$6.8K - $7.61K
|
4
$7.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.31K- 55.5% |
$7.33M - $8.2M
|
3.46K
$6.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 8.9% |
$22.1K - $24.7K
|
133
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.83KNew |
$3.1M - $3.47M
|
1.83K
$3.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-416- 68.53% |
$707K - $791K
|
191
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 1.4% |
$5.1K - $5.71K
|
211
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7- 17.95% |
$11.9K - $13.3K
|
32
$61.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-5- 2.75% |
$8.5K - $9.51K
|
177
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-331- 40.97% |
$562K - $630K
|
477
$918K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-53- 42.4% |
$90.1K - $101K
|
72
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 12.33% |
$15.3K - $17.1K
|
64
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
37+ 30.58% |
$62.9K - $70.4K
|
158
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121New |
$206K - $230K
|
121
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 75.0% |
$5.1K - $5.71K
|
1
$1.92K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
3New |
$5.1K - $5.71K
|
3
$5.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 3.85% |
$27.2K - $30.4K
|
432
$831K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 30.43% |
$11.9K - $13.3K
|
16
$30.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-21- 14.0% |
$35.7K - $39.9K
|
129
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 2.04% |
$1.7K - $1.9K
|
48
$92.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22New |
$37.4K - $41.8K
|
22
$42.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 28.25% |
$85K - $95.1K
|
127
$244K
|
|