Purchases and Sales Made in Q4 2025 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q4 2025. The information is specifically focused on institutions that hold shares of WHITE MOUNTAINS INSURANCE GROUP LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
18.5KNew |
$30.6M - $35.9M
|
18.5K
$35.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
765+ 42.91% |
$1.26M - $1.48M
|
2.55K
$4.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
660+ 260.87% |
$1.09M - $1.28M
|
913
$1.76M
|
|
|
Jan 27, 2026
Q4 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
340New |
$561K - $659K
|
340
$654K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102New |
$168K - $198K
|
102
$196K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$165K - $194K
|
100
$192K
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
99New |
$163K - $192K
|
99
$191K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94+ 19.75% |
$155K - $182K
|
570
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
91New |
$150K - $176K
|
91
$175K
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
67+ 22.95% |
$111K - $130K
|
359
$691K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59+ 8.4% |
$97.4K - $114K
|
761
$1.46M
|
|
|
Jan 29, 2026
Q4 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
50+ 14.29% |
$82.5K - $96.9K
|
400
$770K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
20+ 68.97% |
$33K - $38.8K
|
49
$94.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17+ 8.1% |
$28.1K - $32.9K
|
227
$437K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
17+ 3.46% |
$28.1K - $32.9K
|
509
$980K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16+ 8.74% |
$26.4K - $31K
|
199
$383K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 1.41% |
$19.8K - $23.3K
|
864
$1.66M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
12New |
$19.8K - $23.3K
|
12
$23.1K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 1.36% |
$11.6K - $13.6K
|
523
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 1.62% |
$8.25K - $9.69K
|
313
$602K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 3.17% |
$6.6K - $7.75K
|
130
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$4.95K - $5.81K
|
3
$5.77K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 5.66% |
$4.95K - $5.81K
|
56
$108K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 20.0% |
$4.95K - $5.81K
|
18
$34.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$3.3K - $3.88K
|
2
$3.85K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2+ 1.71% |
$3.3K - $3.88K
|
119
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$1.65K - $1.94K
|
6
$11.5K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.83% |
$1.65K - $1.94K
|
121
$233K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.56% |
$1.65K - $1.94K
|
178
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 6.25% |
$1.65K - $1.94K
|
17
$32.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 4.76% |
$1.65K - $1.94K
|
20
$38.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-2- 50.0% |
$3.3K - $3.88K
|
2
$3.85K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3- 2.05% |
$4.95K - $5.81K
|
143
$275K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-10- 1.65% |
$16.5K - $19.4K
|
595
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.53% |
$16.5K - $19.4K
|
1.87K
$3.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 6.25% |
$21.5K - $25.2K
|
195
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-14- 0.25% |
$23.1K - $27.1K
|
5.49K
$10.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-20- 4.04% |
$33K - $38.8K
|
475
$914K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 21.24% |
$39.6K - $46.5K
|
89
$171K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-27- 20.45% |
$44.6K - $52.3K
|
105
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-28- 10.37% |
$46.2K - $54.3K
|
242
$466K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 8.08% |
$52.8K - $62K
|
364
$701K
|
|
|
Jan 28, 2026
Q4 2025
|
Arizona State Retirement System
|
SELL
|
- |
-44- 5.77% |
$72.6K - $85.3K
|
718
$1.38M
|
|
|
Jan 29, 2026
Q4 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-45- 1.43% |
$74.3K - $87.2K
|
3.1K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-50- 2.3% |
$82.5K - $96.9K
|
2.12K
$4.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-125- 65.45% |
$206K - $242K
|
66
$127K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-127- 19.33% |
$210K - $246K
|
530
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-167- 42.39% |
$276K - $324K
|
227
$437K
|
|
|
Jan 29, 2026
Q4 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-590- 5.24% |
$974K - $1.14M
|
10.7K
$20.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.08K- 50.34% |
$10M - $11.8M
|
6K
$11.5M
|
|