A detailed history of Legacy Wealth Asset Management, LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 307 shares of WTM stock, worth $520,733. This represents 0.17% of its overall portfolio holdings.

Number of Shares
307
Previous 284 8.1%
Holding current value
$520,733
Previous $509,000 9.43%
% of portfolio
0.17%
Previous 0.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$1688.8 - $1871.4 $38,842 - $43,042
23 Added 8.1%
307 $557,000
Q1 2024

Apr 19, 2024

BUY
$1475.0 - $1841.88 $4,425 - $5,525
3 Added 1.07%
284 $509,000
Q4 2023

Jan 10, 2024

BUY
$1425.4 - $1551.29 $8,552 - $9,307
6 Added 2.18%
281 $422,000
Q3 2023

Oct 31, 2023

SELL
$1380.13 - $1607.11 $146,293 - $170,353
-106 Reduced 27.82%
275 $411,000
Q2 2023

Aug 04, 2023

BUY
$1319.05 - $1525.0 $47,485 - $54,900
36 Added 10.43%
381 $529,000
Q1 2023

Apr 21, 2023

SELL
$1322.18 - $1551.67 $5,288 - $6,206
-4 Reduced 1.15%
345 $475,000
Q4 2022

Feb 02, 2023

SELL
$1290.95 - $1422.81 $11,618 - $12,805
-9 Reduced 2.51%
349 $493,000
Q3 2022

Oct 14, 2022

SELL
$1176.95 - $1393.48 $41,193 - $48,771
-35 Reduced 8.91%
358 $466,000
Q2 2022

Jul 19, 2022

SELL
$1041.57 - $1282.66 $12,498 - $15,391
-12 Reduced 2.96%
393 $490,000
Q4 2021

Feb 10, 2022

BUY
$986.9 - $1127.1 $29,607 - $33,813
30 Added 8.0%
405 $411,000
Q3 2021

Oct 19, 2021

BUY
$1059.17 - $1174.26 $1,059 - $1,174
1 Added 0.27%
375 $401,000
Q2 2021

Jul 14, 2021

SELL
$1110.64 - $1237.15 $21,102 - $23,505
-19 Reduced 4.83%
374 $429,000
Q1 2021

Apr 20, 2021

BUY
$1010.0 - $1267.52 $2,020 - $2,535
2 Added 0.51%
393 $438,000
Q4 2020

Mar 25, 2021

BUY
$785.87 - $1008.33 $307,275 - $394,257
391 New
391 $391,000

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 $4.37B
  • 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 Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC 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 Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.