Lpl Financial LLC White Mountains Insurance Group LTD Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Lpl Financial LLC holds 1,262 shares of WTM stock, worth $2.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,262

Previous 1,090 15.78%

Holding current value

$2.5 Million

Previous $1.98 Million 8.03%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$1671.79 - $1844.24 $287,547 - $317,209	172 Added 15.78%	1,262 $2.14 Million
Q2 2024 Aug 07, 2024	BUY	$1688.8 - $1871.4 $59,108 - $65,499	35 Added 3.32%	1,090 $1.98 Million
Q1 2024 May 10, 2024	BUY	$1475.0 - $1841.88 $41,300 - $51,572	28 Added 2.73%	1,055 $1.89 Million
Q4 2023 Feb 14, 2024	BUY	$1425.4 - $1551.29 $34,209 - $37,230	24 Added 2.39%	1,027 $1.55 Million
Q3 2023 Nov 13, 2023	SELL	$1380.13 - $1607.11 $53,825 - $62,677	-39 Reduced 3.74%	1,003 $1.5 Million
Q2 2023 Jul 31, 2023	SELL	$1319.05 - $1525.0 $139,819 - $161,650	-106 Reduced 9.23%	1,042 $1.45 Million
Q1 2023 May 10, 2023	BUY	$1322.18 - $1551.67 $50,242 - $58,963	38 Added 3.42%	1,148 $1.58 Million
Q4 2022 Feb 07, 2023	BUY	$1290.95 - $1422.81 $28,400 - $31,301	22 Added 2.02%	1,110 $1.57 Million
Q3 2022 Nov 14, 2022	BUY	$1176.95 - $1393.48 $32,954 - $39,017	28 Added 2.64%	1,088 $1.42 Million
Q2 2022 Aug 12, 2022	BUY	$1041.57 - $1282.66 $101,032 - $124,418	97 Added 10.07%	1,060 $1.32 Million
Q1 2022 May 16, 2022	BUY	$1006.37 - $1136.24 $1,006 - $1,136	1 Added 0.1%	963 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$986.9 - $1127.1 $87,834 - $100,311	89 Added 10.19%	962 $975,000
Q3 2021 Nov 15, 2021	BUY	$1059.17 - $1174.26 $348,466 - $386,331	329 Added 60.48%	873 $934,000
Q2 2021 Aug 13, 2021	BUY	$1110.64 - $1237.15 $41,093 - $45,774	37 Added 7.3%	544 $625,000
Q1 2021 May 14, 2021	SELL	$1010.0 - $1267.52 $17,170 - $21,547	-17 Reduced 3.24%	507 $565,000
Q4 2020 Feb 12, 2021	BUY	$785.87 - $1008.33 $20,432 - $26,216	26 Added 5.22%	524 $524,000
Q3 2020 Nov 09, 2020	BUY	$757.0 - $955.48 $100,681 - $127,078	133 Added 36.44%	498 $388,000
Q2 2020 Aug 13, 2020	BUY	$825.09 - $973.0 $301,157 - $355,145	365 New	365 $324,000

Others Institutions Holding WTM

# of Institutions

343

Shares Held

2.45M

Call Options Held

Put Options Held

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About WHITE MOUNTAINS INSURANCE GROUP LTD

Ticker WTM
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 2,576,230
Market Cap $5.11B
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,...

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Lpl Financial LLC White Mountains Insurance Group LTD Transaction History