A detailed history of Avalon Investment & Advisory transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Avalon Investment & Advisory holds 780 shares of WTM stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
780
Previous 1,057 26.21%
Holding current value
$1.55 Million
Previous $1.5 Million 28.16%
% of portfolio
0.03%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$1322.18 - $1551.67 $366,243 - $429,812
-277 Reduced 26.21%
780 $1.07 Million
Q4 2022

Feb 13, 2023

BUY
$1290.95 - $1422.81 $160,077 - $176,428
124 Added 13.29%
1,057 $1.5 Million
Q2 2022

Aug 10, 2022

BUY
$1041.57 - $1282.66 $640,565 - $788,835
615 Added 193.4%
933 $1.16 Million
Q1 2022

May 17, 2022

SELL
$1006.37 - $1136.24 $107,681 - $121,577
-107 Reduced 25.18%
318 $361,000
Q4 2021

Feb 14, 2022

SELL
$986.9 - $1127.1 $40,462 - $46,211
-41 Reduced 8.8%
425 $431,000
Q3 2021

Nov 08, 2021

SELL
$1059.17 - $1174.26 $109,094 - $120,948
-103 Reduced 18.1%
466 $498,000
Q1 2021

May 13, 2021

SELL
$1010.0 - $1267.52 $2.87 Million - $3.6 Million
-2,839 Reduced 83.3%
569 $634,000
Q4 2020

Feb 08, 2021

SELL
$785.87 - $1008.33 $14,145 - $18,149
-18 Reduced 0.53%
3,408 $3.41 Million
Q3 2020

Nov 04, 2020

SELL
$757.0 - $955.48 $247,539 - $312,441
-327 Reduced 8.71%
3,426 $2.67 Million
Q2 2020

Aug 07, 2020

BUY
$825.09 - $973.0 $6,600 - $7,784
8 Added 0.21%
3,753 $3.33 Million
Q1 2020

May 05, 2020

SELL
$696.04 - $1164.52 $132,943 - $222,423
-191 Reduced 4.85%
3,745 $3.41 Million
Q4 2019

Feb 14, 2020

SELL
$1058.42 - $1129.11 $27,518 - $29,356
-26 Reduced 0.66%
3,936 $4.39 Million
Q3 2019

Nov 14, 2019

SELL
$1036.45 - $1093.91 $52,858 - $55,789
-51 Reduced 1.27%
3,962 $4.28 Million
Q2 2019

Aug 14, 2019

BUY
$911.09 - $1038.2 $34,621 - $39,451
38 Added 0.96%
4,013 $4.1 Million
Q1 2019

Apr 24, 2019

BUY
$850.75 - $954.48 $35,731 - $40,088
42 Added 1.07%
3,975 $3.68 Million
Q4 2018

Feb 14, 2019

BUY
$834.13 - $933.13 $158,484 - $177,294
190 Added 5.08%
3,933 $3.37 Million
Q3 2018

Nov 14, 2018

BUY
$902.72 - $979.01 $3.38 Million - $3.66 Million
3,743 New
3,743 $3.5 Million

Others Institutions Holding WTM

About WHITE MOUNTAINS INSURANCE GROUP LTD


  • Ticker WTM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 2,576,230
  • Market Cap $5.12B
  • Description
  • White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools,...
More about WTM
Track This Portfolio

Track Avalon Investment & Advisory Portfolio

Follow Avalon Investment & Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Investment & Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Investment & Advisory with notifications on news.