Oppenheimer Asset Management Inc. White Mountains Insurance Group LTD Transaction History

Oppenheimer Asset Management Inc.

$8.4 Billion
Q2 2025

A detailed history of Oppenheimer Asset Management Inc. transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 1,363 shares of WTM stock, worth $2.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,363

Previous 1,335 2.1%

Holding current value

$2.6 Million

Previous $2.57 Million 4.79%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$1699.35 - $1901.99 $47,581 - $53,255	28 Added 2.1%	1,363 $2.45 Million
Q1 2025 Apr 22, 2025	SELL	$1818.58 - $1983.07 $385,538 - $420,410	-212 Reduced 13.7%	1,335 $2.57 Million
Q4 2024 Feb 04, 2025	BUY	$1755.01 - $2015.0 $184,276 - $211,575	105 Added 7.28%	1,547 $3.01 Million
Q3 2024 Nov 05, 2024	SELL	$1671.79 - $1844.24 $16,717 - $18,442	-10 Reduced 0.69%	1,442 $2.45 Million
Q2 2024 Aug 08, 2024	BUY	$1688.8 - $1871.4 $79,373 - $87,955	47 Added 3.35%	1,452 $2.64 Million
Q1 2024 May 06, 2024	SELL	$1475.0 - $1841.88 $91,450 - $114,196	-62 Reduced 4.23%	1,405 $2.52 Million
Q4 2023 Feb 13, 2024	SELL	$1425.4 - $1551.29 $74,120 - $80,667	-52 Reduced 3.42%	1,467 $2.21 Million
Q3 2023 Nov 07, 2023	SELL	$1380.13 - $1607.11 $280,166 - $326,243	-203 Reduced 11.79%	1,519 $2.27 Million
Q2 2023 Aug 02, 2023	SELL	$1319.05 - $1525.0 $13,190 - $15,250	-10 Reduced 0.58%	1,722 $2.39 Million
Q1 2023 May 10, 2023	SELL	$1322.18 - $1551.67 $337,155 - $395,675	-255 Reduced 12.83%	1,732 $2.39 Million
Q4 2022 Feb 06, 2023	SELL	$1290.95 - $1422.81 $95,530 - $105,287	-74 Reduced 3.59%	1,987 $2.81 Million
Q3 2022 Nov 14, 2022	SELL	$1176.95 - $1393.48 $52,962 - $62,706	-45 Reduced 2.14%	2,061 $2.69 Million
Q2 2022 Aug 08, 2022	SELL	$1041.57 - $1282.66 $299,972 - $369,406	-288 Reduced 12.03%	2,106 $2.63 Million
Q1 2022 May 12, 2022	BUY	$1006.37 - $1136.24 $29,184 - $32,950	29 Added 1.23%	2,394 $2.72 Million
Q4 2021 Feb 02, 2022	SELL	$986.9 - $1127.1 $198,366 - $226,547	-201 Reduced 7.83%	2,365 $2.4 Million
Q3 2021 Nov 12, 2021	BUY	$1059.17 - $1174.26 $424,727 - $470,878	401 Added 18.52%	2,566 $2.74 Million
Q2 2021 Aug 03, 2021	SELL	$1110.64 - $1237.15 $442,034 - $492,385	-398 Reduced 15.53%	2,165 $2.49 Million
Q1 2021 May 17, 2021	BUY	$1010.0 - $1267.52 $93,930 - $117,879	93 Added 3.77%	2,563 $2.86 Million
Q4 2020 Feb 11, 2021	BUY	$785.87 - $1008.33 $858,170 - $1.1 Million	1,092 Added 79.25%	2,470 $2.47 Million
Q3 2020 Nov 13, 2020	BUY	$757.0 - $955.48 $18,925 - $23,887	25 Added 1.85%	1,378 $1.07 Million
Q2 2020 Aug 11, 2020	SELL	$825.09 - $973.0 $226,074 - $266,602	-274 Reduced 16.84%	1,353 $1.2 Million
Q1 2020 May 08, 2020	SELL	$696.04 - $1164.52 $493,492 - $825,644	-709 Reduced 30.35%	1,627 $1.48 Million
Q4 2019 Feb 07, 2020	SELL	$1058.42 - $1129.11 $48,687 - $51,939	-46 Reduced 1.93%	2,336 $2.61 Million
Q3 2019 Oct 31, 2019	SELL	$1036.45 - $1093.91 $74,624 - $78,761	-72 Reduced 2.93%	2,382 $2.57 Million
Q2 2019 Aug 09, 2019	SELL	$911.09 - $1038.2 $72,887 - $83,056	-80 Reduced 3.16%	2,454 $2.51 Million
Q1 2019 Apr 24, 2019	SELL	$850.75 - $954.48 $40,836 - $45,815	-48 Reduced 1.86%	2,534 $2.35 Million
Q4 2018 Jan 30, 2019	SELL	$834.13 - $933.13 $70,901 - $79,316	-85 Reduced 3.19%	2,582 $2.22 Million
Q3 2018 Oct 26, 2018	SELL	$902.72 - $979.01 $140,824 - $152,725	-156 Reduced 5.53%	2,667 $2.5 Million
Q2 2018 Aug 10, 2018	SELL	$806.17 - $925.57 $4,837 - $5,553	-6 Reduced 0.21%	2,823 $2.56 Million
Q1 2018 May 09, 2018	SELL	$789.05 - $853.12 $91,529 - $98,961	-116 Reduced 3.94%	2,829 $2.33 Million
Q3 2017 Nov 14, 2017	BUY	$842.87 - $874.66 $2.48 Million - $2.58 Million	2,945	2,945 $2.52 Million

Others Institutions Holding WTM

# of Institutions

367

Shares Held

2.55M

Call Options Held

Put Options Held

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 $4.91B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Oppenheimer Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer Asset Management Inc. with notifications on news.

Account

Oppenheimer Asset Management Inc. White Mountains Insurance Group LTD Transaction History