A detailed history of Raymond James Trust N.A. transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Raymond James Trust N.A. holds 131 shares of WTM stock, worth $236,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
131
Previous 139 5.76%
Holding current value
$236,494
Previous $249,000 4.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2024

SELL
$1688.8 - $1871.4 $13,510 - $14,971
-8 Reduced 5.76%
131 $238,000
Q1 2024

Apr 24, 2024

SELL
$1475.0 - $1841.88 $5,900 - $7,367
-4 Reduced 2.8%
139 $249,000
Q4 2023

Jan 10, 2024

BUY
$1425.4 - $1551.29 $203,832 - $221,834
143 New
143 $215,000
Q3 2021

Oct 18, 2021

SELL
$1059.17 - $1174.26 $193,828 - $214,889
-183 Closed
0 $0
Q2 2021

Jul 20, 2021

SELL
$1110.64 - $1237.15 $147,715 - $164,540
-133 Reduced 42.09%
183 $210,000
Q1 2021

May 03, 2021

SELL
$1010.0 - $1267.52 $21,210 - $26,617
-21 Reduced 6.23%
316 $352,000
Q4 2020

Jan 13, 2021

BUY
$785.87 - $1008.33 $18,860 - $24,199
24 Added 7.67%
337 $337,000
Q3 2020

Oct 14, 2020

BUY
$757.0 - $955.48 $236,941 - $299,065
313 New
313 $244,000
Q1 2020

Apr 17, 2020

SELL
$696.04 - $1164.52 $135,727 - $227,081
-195 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$1058.42 - $1129.11 $4,233 - $4,516
-4 Reduced 2.01%
195 $218,000
Q3 2019

Oct 24, 2019

BUY
$1036.45 - $1093.91 $206,253 - $217,688
199 New
199 $215,000

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 $4.65B
  • 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 Raymond James Trust N.A. Portfolio

Follow Raymond James Trust N.A. 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 Raymond James Trust N.A., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Trust N.A. with notifications on news.