A detailed history of Creative Planning transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Creative Planning holds 2,336 shares of WTM stock, worth $4.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,336
Previous 2,374 1.6%
Holding current value
$4.48 Million
Previous $4.31 Million 8.16%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$1671.79 - $1844.24 $63,528 - $70,081
-38 Reduced 1.6%
2,336 $3.96 Million
Q2 2024

Aug 15, 2024

BUY
$1688.8 - $1871.4 $77,684 - $86,084
46 Added 1.98%
2,374 $4.31 Million
Q1 2024

May 10, 2024

BUY
$1475.0 - $1841.88 $625,400 - $780,957
424 Added 22.27%
2,328 $4.18 Million
Q4 2023

Feb 14, 2024

SELL
$1425.4 - $1551.29 $112,606 - $122,551
-79 Reduced 3.98%
1,904 $2.87 Million
Q3 2023

Nov 16, 2023

SELL
$1380.13 - $1607.11 $28,982 - $33,749
-21 Reduced 1.05%
1,983 $2.97 Million
Q2 2023

Jul 21, 2023

BUY
$1319.05 - $1525.0 $83,100 - $96,075
63 Added 3.25%
2,004 $2.78 Million
Q1 2023

May 15, 2023

BUY
$1322.18 - $1551.67 $260,469 - $305,678
197 Added 11.3%
1,941 $2.67 Million
Q4 2022

Feb 10, 2023

SELL
$1290.95 - $1422.81 $216,879 - $239,032
-168 Reduced 8.79%
1,744 $2.47 Million
Q3 2022

Nov 03, 2022

SELL
$1176.95 - $1393.48 $9,415 - $11,147
-8 Reduced 0.42%
1,912 $2.49 Million
Q2 2022

Aug 15, 2022

BUY
$1041.57 - $1282.66 $53,120 - $65,415
51 Added 2.73%
1,920 $2.39 Million
Q1 2022

May 16, 2022

BUY
$1006.37 - $1136.24 $228,445 - $257,926
227 Added 13.82%
1,869 $2.12 Million
Q4 2021

Feb 11, 2022

BUY
$986.9 - $1127.1 $7,895 - $9,016
8 Added 0.49%
1,642 $1.67 Million
Q3 2021

Nov 10, 2021

SELL
$1059.17 - $1174.26 $3,177 - $3,522
-3 Reduced 0.18%
1,634 $1.75 Million
Q2 2021

Aug 04, 2021

SELL
$1110.64 - $1237.15 $85,519 - $95,260
-77 Reduced 4.49%
1,637 $1.88 Million
Q1 2021

Apr 30, 2021

BUY
$1010.0 - $1267.52 $223,210 - $280,121
221 Added 14.8%
1,714 $1.91 Million
Q4 2020

Jan 29, 2021

SELL
$785.87 - $1008.33 $145,385 - $186,541
-185 Reduced 11.03%
1,493 $1.49 Million
Q2 2020

Jul 23, 2020

BUY
$825.09 - $973.0 $108,086 - $127,463
131 Added 8.47%
1,678 $1.49 Million
Q1 2020

May 05, 2020

BUY
$696.04 - $1164.52 $172,617 - $288,800
248 Added 19.09%
1,547 $1.41 Million
Q3 2019

Nov 01, 2019

SELL
$1036.45 - $1093.91 $14,510 - $15,314
-14 Reduced 1.07%
1,299 $1.4 Million
Q2 2019

Jul 26, 2019

SELL
$911.09 - $1038.2 $7,288 - $8,305
-8 Reduced 0.61%
1,313 $1.34 Million
Q1 2019

Apr 24, 2019

BUY
$850.75 - $954.48 $226,299 - $253,891
266 Added 25.21%
1,321 $1.22 Million
Q4 2018

Feb 01, 2019

BUY
$834.13 - $933.13 $4,170 - $4,665
5 Added 0.48%
1,055 $905,000
Q2 2018

Jul 20, 2018

SELL
$806.17 - $925.57 $234,595 - $269,340
-291 Reduced 21.7%
1,050 $952,000
Q1 2018

Apr 18, 2018

BUY
$789.05 - $853.12 $220,144 - $238,020
279 Added 26.27%
1,341 $1.1 Million
Q4 2017

Jan 17, 2018

SELL
$844.0 - $895.9 $10,972 - $11,646
-13 Reduced 1.21%
1,062 $904,000
Q3 2017

Oct 17, 2017

BUY
$842.87 - $874.66 $906,085 - $940,259
1,075
1,075 $921,000

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 $4.94B
  • 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
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