Latest Institutional Purchases of White Mountains Insurance Group LTD (WTM)
This list provides information on the latest institutional transactions involving White Mountains Insurance Group LTD (WTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
908+ 70.83% |
$1.54M - $1.73M
|
2.19K
$4.22M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
533New |
$906K - $1.01M
|
533
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
353+ 21.23% |
$600K - $671K
|
2.02K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
254+ 86.39% |
$432K - $483K
|
548
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
238New |
$404K - $453K
|
238
$458K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
234+ 42.31% |
$398K - $445K
|
787
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121New |
$206K - $230K
|
121
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
120New |
$204K - $228K
|
120
$231K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
76New |
$129K - $145K
|
76
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
37+ 30.58% |
$62.9K - $70.4K
|
158
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22New |
$37.4K - $41.8K
|
22
$42.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 8.53% |
$30.6K - $34.2K
|
229
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 3.85% |
$27.2K - $30.4K
|
432
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 183.33% |
$18.7K - $20.9K
|
17
$32.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4+ 3.45% |
$6.8K - $7.61K
|
120
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4New |
$6.8K - $7.61K
|
4
$7.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 300.0% |
$5.1K - $5.71K
|
4
$7.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 75.0% |
$5.1K - $5.71K
|
7
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
3New |
$5.1K - $5.71K
|
3
$5.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$3.4K - $3.8K
|
2
$3.85K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 10.53% |
$3.4K - $3.8K
|
21
$40.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$1.7K - $1.9K
|
1
$1.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
772+ 107.37% |
$1.4M - $1.53M
|
1.49K
$2.87M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
700New |
$1.27M - $1.39M
|
700
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
331New |
$602K - $656K
|
331
$637K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
325New |
$591K - $644K
|
325
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
206New |
$375K - $409K
|
206
$396K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
108New |
$196K - $214K
|
108
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
108New |
$196K - $214K
|
108
$208K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
104New |
$189K - $206K
|
104
$200K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100+ 14.29% |
$182K - $198K
|
800
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
94New |
$171K - $186K
|
94
$181K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
32+ 4.55% |
$58.2K - $63.5K
|
736
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 17.24% |
$45.5K - $49.6K
|
170
$327K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12+ 3.48% |
$21.8K - $23.8K
|
357
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12New |
$21.8K - $23.8K
|
12
$23.1K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$18.2K - $19.8K
|
10
$19.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 10.59% |
$16.4K - $17.8K
|
94
$181K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$13.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3New |
$5.46K - $5.95K
|
3
$5.77K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$1.82K - $1.98K
|
1
$1.92K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$41M - $47M
|
23.3K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
340New |
$597K - $685K
|
340
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
251+ 836.67% |
$441K - $506K
|
281
$541K
|
|