Ifp Advisors, Inc White Mountains Insurance Group LTD Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$1425.4 - $1551.29 $4,276 - $4,653	-3 Reduced 75.0%	1 $1,000
Q2 2023 Aug 04, 2023	SELL	$1319.05 - $1525.0 $1,319 - $1,525	-1 Reduced 20.0%	4 $5,000
Q1 2023 Apr 18, 2023	SELL	$1322.18 - $1551.67 $48,920 - $57,411	-37 Reduced 88.1%	5 $6,000
Q4 2022 Feb 07, 2023	BUY	$1290.95 - $1422.81 $2,581 - $2,845	2 Added 5.0%	42 $40,000
Q2 2022 Sep 06, 2022	BUY	$1041.57 - $1282.66 $41,662 - $51,306	40 New	40 $38,000
Q2 2022 Aug 12, 2022	SELL	$1041.57 - $1282.66 $41,662 - $51,306	-40 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$1006.37 - $1136.24 $37,235 - $42,040	37 Added 1233.33%	40 $45,000
Q1 2021 Apr 30, 2021	SELL	$1010.0 - $1267.52 $82,820 - $103,936	-82 Reduced 96.47%	3 $3,000
Q3 2020 Oct 29, 2020	SELL	$757.0 - $955.48 $1,514 - $1,910	-2 Reduced 2.3%	85 $66,000
Q2 2020 Aug 05, 2020	SELL	$825.09 - $973.0 $825 - $973	-1 Reduced 1.14%	87 $77,000
Q1 2020 May 12, 2020	BUY	$696.04 - $1164.52 $6,264 - $10,480	9 Added 11.39%	88 $82,000
Q4 2019 Jan 17, 2020	SELL	$1058.42 - $1129.11 $1,058 - $1,129	-1 Reduced 1.25%	79 $86,000
Q3 2019 Nov 07, 2019	BUY	$1036.45 - $1093.91 $82,916 - $87,512	80 New	80 $86,000
Q1 2019 May 15, 2019	SELL	$850.75 - $954.48 $81,672 - $91,630	-96 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	$834.13 - $933.13 $18,350 - $20,528	22 Added 29.73%	96 $82,000
Q3 2018 Oct 25, 2018	BUY	$902.72 - $979.01 $10,832 - $11,748	12 Added 19.35%	74 $0
Q2 2018 Aug 07, 2018	SELL	$806.17 - $925.57 $13,704 - $15,734	-17 Reduced 21.52%	62 $0
Q1 2018 Jun 03, 2019	BUY	$789.05 - $853.12 $9,468 - $10,237	12 Added 17.91%	79 $67,000
Q1 2018 May 09, 2018	SELL	$789.05 - $853.12 $9,468 - $10,237	-12 Reduced 15.19%	67 $0
Q4 2017 Jan 24, 2018	SELL	$844.0 - $895.9 $844 - $895	-1 Reduced 1.25%	79 $0
Q3 2017 Oct 30, 2017	SELL	$842.87 - $874.66 $6,742 - $6,997	-8 Reduced 9.09%	80 $69,000
Q2 2017 Jun 03, 2019	SELL	N/A	-1 Reduced 1.12%	88 $76,000
Q4 2016 Jun 03, 2019	SELL	N/A	-3 Reduced 3.26%	89 $74,000
Q2 2016 Jun 03, 2019	BUY	N/A	92	92 $77,000

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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