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 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
192New |
$265K - $309K
|
192
$351K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 10.86% |
$552K - $643K
|
3.28K
$6M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$5.52K - $6.43K
|
4
$7.31K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
380New |
$524K - $611K
|
380
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 1.21% |
$2.76K - $3.21K
|
167
$305K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
393New |
$518K - $599K
|
393
$718K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$13.2K - $15.3K
|
10
$18.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 1.96% |
$3.96K - $4.58K
|
150
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$10.6K - $12.2K
|
8
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
89New |
$117K - $136K
|
89
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-83- 36.4% |
$109K - $127K
|
145
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 66.67% |
$106K - $122K
|
40
$73.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-50- 14.29% |
$66K - $76.3K
|
300
$548K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$3.96K - $4.58K
|
9
$16.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
10+ 3.7% |
$13.2K - $15.3K
|
280
$512K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
141New |
$186K - $215K
|
141
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
181New |
$239K - $276K
|
181
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11+ 3.58% |
$14.5K - $16.8K
|
318
$581K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 500.0% |
$6.6K - $7.63K
|
6
$11K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-96- 45.5% |
$127K - $146K
|
115
$210K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14- 53.85% |
$18.5K - $21.7K
|
12
$21.9K
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
351New |
$464K - $545K
|
351
$642K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.69KNew |
$11.5M - $13.5M
|
8.69K
$15.9M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
151New |
$200K - $234K
|
151
$276K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-118- 47.58% |
$156K - $183K
|
130
$238K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-242- 49.79% |
$320K - $376K
|
244
$446K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-277- 26.21% |
$366K - $430K
|
780
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
99+ 2.89% |
$131K - $154K
|
3.52K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
149+ 62.61% |
$197K - $231K
|
387
$707K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
396New |
$524K - $614K
|
396
$724K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26- 10.74% |
$34.4K - $40.3K
|
216
$395K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
148New |
$196K - $230K
|
148
$271K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
309New |
$409K - $479K
|
309
$565K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-492- 68.91% |
$651K - $763K
|
222
$406K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$6.61K - $7.76K
|
5
$9.14K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5- 1.1% |
$6.61K - $7.76K
|
451
$824K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.53KNew |
$4.67M - $5.48M
|
3.53K
$6.45M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
160New |
$212K - $248K
|
160
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$3.97K - $4.66K
|
3
$5.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$1.32K - $1.55K
|
1
$1.83K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
266New |
$352K - $413K
|
266
$486K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$14.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 10.0% |
$1.29K - $1.42K
|
11
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 1.6% |
$7.75K - $8.54K
|
370
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 12.5% |
$2.58K - $2.85K
|
14
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18New |
$23.2K - $25.6K
|
18
$32.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.6KNew |
$14.9M - $16.5M
|
11.6K
$21.1M
|
|