Principal Financial Group Inc White Mountains Insurance Group LTD Transaction History

Principal Financial Group Inc

$162 Billion
Q1 2024

A detailed history of Principal Financial Group Inc transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Principal Financial Group Inc holds 216 shares of WTM stock, worth $392,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Previous 151 43.05%

Holding current value

$392,569

Previous $227,000 70.48%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$1475.0 - $1841.88 $95,875 - $119,722	65 Added 43.05%	216 $387,000
Q4 2023 Feb 07, 2024	SELL	$1425.4 - $1551.29 $75,546 - $82,218	-53 Reduced 25.98%	151 $227,000
Q3 2023 Nov 02, 2023	BUY	$1380.13 - $1607.11 $28,982 - $33,749	21 Added 11.48%	204 $305,000
Q2 2023 Aug 07, 2023	SELL	$1319.05 - $1525.0 $93,652 - $108,275	-71 Reduced 27.95%	183 $254,000
Q1 2023 May 09, 2023	BUY	$1322.18 - $1551.67 $2,644 - $3,103	2 Added 0.79%	254 $349,000

Q4 2022 Feb 09, 2023	SELL	$1290.95 - $1422.81 $82,620 - $91,059	-64 Reduced 20.25%	252 $356,000
Q3 2022 Nov 09, 2022	BUY	$1176.95 - $1393.48 $22,362 - $26,476	19 Added 6.4%	316 $412,000
Q2 2022 Aug 10, 2022	BUY	$1041.57 - $1282.66 $14,581 - $17,957	14 Added 4.95%	297 $370,000
Q1 2022 May 09, 2022	BUY	$1006.37 - $1136.24 $284,802 - $321,555	283 New	283 $322,000
Q4 2021 Feb 09, 2022	SELL	$986.9 - $1127.1 $228,960 - $261,487	-232 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$1059.17 - $1174.26 $9,532 - $10,568	-9 Reduced 3.73%	232 $248,000
Q2 2021 Aug 10, 2021	BUY	$1110.64 - $1237.15 $36,651 - $40,825	33 Added 15.87%	241 $276,000
Q1 2021 May 10, 2021	SELL	$1010.0 - $1267.52 $45,450 - $57,038	-45 Reduced 17.79%	208 $232,000
Q2 2020 Aug 05, 2020	SELL	$825.09 - $973.0 $56,106 - $66,164	-68 Reduced 21.18%	253 $225,000
Q1 2020 May 12, 2020	BUY	$696.04 - $1164.52 $33,409 - $55,896	48 Added 17.58%	321 $292,000
Q4 2019 Feb 05, 2020	SELL	$1058.42 - $1129.11 $16,934 - $18,065	-16 Reduced 5.54%	273 $305,000
Q3 2019 Nov 13, 2019	BUY	$1036.45 - $1093.91 $6,218 - $6,563	6 Added 2.12%	289 $312,000
Q2 2019 Aug 12, 2019	BUY	$911.09 - $1038.2 $257,838 - $293,810	283 New	283 $289,000
Q3 2018 Nov 14, 2018	SELL	$902.72 - $979.01 $310,535 - $336,779	-344 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$806.17 - $925.57 $48.4 Million - $55.5 Million	-60,004 Reduced 99.43%	344 $0
Q1 2018 May 14, 2018	SELL	$789.05 - $853.12 $72.9 Million - $78.9 Million	-92,446 Reduced 60.5%	60,348 $49.6 Million
Q4 2017 Feb 13, 2018	SELL	$844.0 - $895.9 $1.24 Million - $1.32 Million	-1,475 Reduced 0.96%	152,794 $130 Million
Q3 2017 Nov 02, 2017	BUY	$842.87 - $874.66 $130 Million - $135 Million	154,269	154,269 $132 Million

Others Institutions Holding WTM

# of Institutions

324

Shares Held

2.53M

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 $4.68B
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 Principal Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Principal Financial Group Inc with notifications on news.

Account

Principal Financial Group Inc White Mountains Insurance Group LTD Transaction History