Empirical Financial Services, LLC D.B.A. Empirical Wealth Management White Mountains Insurance Group LTD Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$1322.18 - $1551.67 $6,610 - $7,758	-5 Reduced 1.1%	451 $621,000
Q4 2022 Feb 07, 2023	SELL	$1290.95 - $1422.81 $81,329 - $89,637	-63 Reduced 12.14%	456 $644,000
Q2 2022 Aug 02, 2022	BUY	$1041.57 - $1282.66 $7,290 - $8,978	7 Added 1.37%	519 $647,000
Q4 2021 Feb 14, 2022	BUY	$986.9 - $1127.1 $505,292 - $577,075	512 New	512 $519,000
Q1 2021 May 17, 2021	SELL	$1010.0 - $1267.52 $202,000 - $253,504	-200 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$785.87 - $1008.33 $157,174 - $201,666	200 New	200 $200,000
Q1 2020 May 11, 2020	SELL	$696.04 - $1164.52 $139,208 - $232,904	-200 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$911.09 - $1038.2 $182,218 - $207,640	200 New	200 $204,000

Others Institutions Holding WTM

# of Institutions

327

Shares Held

2.37M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

251K
Shares

$499 Million
0.01% of portfolio
Morgan Stanley New York, NY

179K
Shares

$356 Million
0.02% of portfolio
Dimensional Fund Advisors LP Austin, TX

159K
Shares

$315 Million
0.07% of portfolio
Atlanta Capital Management CO L L C Atlanta, GA

127K
Shares

$253 Million
0.74% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

122K
Shares

$243 Million
0.83% of portfolio

View Full List

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

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