Srs Capital Advisors, Inc. White Mountains Insurance Group LTD Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

A detailed history of Srs Capital Advisors, Inc. transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 182 shares of WTM stock, worth $322,995. This represents 0.02% of its overall portfolio holdings.

Number of Shares

182

Previous 177 2.82%

Holding current value

$322,995

Previous $344,000 1.74%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$1818.58 - $1983.07 $9,092 - $9,915	5 Added 2.82%	182 $350,000
Q4 2024 Feb 05, 2025	SELL	$1755.01 - $2015.0 $3,510 - $4,030	-2 Reduced 1.12%	177 $344,000
Q3 2024 Nov 06, 2024	BUY	$1671.79 - $1844.24 $6,687 - $7,376	4 Added 2.29%	179 $303,000
Q2 2024 Aug 06, 2024	BUY	$1688.8 - $1871.4 $15,199 - $16,842	9 Added 5.42%	175 $318,000
Q1 2024 May 14, 2024	SELL	$1475.0 - $1841.88 $10,325 - $12,893	-7 Reduced 4.05%	166 $297,000
Q4 2023 Feb 06, 2024	BUY	$1425.4 - $1551.29 $2,850 - $3,102	2 Added 1.17%	173 $260,000
Q3 2023 Nov 14, 2023	BUY	$1380.13 - $1607.11 $33,123 - $38,570	24 Added 16.33%	171 $255,000
Q2 2023 Aug 14, 2023	BUY	$1319.05 - $1525.0 $35,614 - $41,175	27 Added 22.5%	147 $204,000
Q1 2023 May 16, 2023	BUY	$1322.18 - $1551.67 $5,288 - $6,206	4 Added 3.45%	120 $165,000
Q4 2022 Feb 24, 2023	BUY	$1290.95 - $1422.81 $2,581 - $2,845	2 Added 1.75%	116 $164,000
Q3 2022 Nov 03, 2022	BUY	$1176.95 - $1393.48 $5,884 - $6,967	5 Added 4.59%	114 $149,000
Q2 2022 Aug 22, 2022	BUY	$1041.57 - $1282.66 $4,166 - $5,130	4 Added 3.81%	109 $136,000
Q1 2022 May 12, 2022	SELL	$1006.37 - $1136.24 $2,012 - $2,272	-2 Reduced 1.87%	105 $120,000
Q4 2021 Feb 08, 2022	BUY	$986.9 - $1127.1 $986 - $1,127	1 Added 0.94%	107 $109,000
Q3 2021 Nov 05, 2021	BUY	$1059.17 - $1174.26 $7,414 - $8,219	7 Added 7.07%	106 $114,000
Q2 2021 Aug 02, 2021	BUY	$1110.64 - $1237.15 $13,327 - $14,845	12 Added 13.79%	99 $114,000
Q4 2020 Feb 03, 2021	BUY	$785.87 - $1008.33 $5,501 - $7,058	7 Added 8.75%	87 $87,000
Q3 2020 Nov 12, 2020	BUY	$757.0 - $955.48 $21,953 - $27,708	29 Added 56.86%	80 $62,000
Q1 2020 May 13, 2020	SELL	$696.04 - $1164.52 $2,088 - $3,493	-3 Reduced 5.56%	51 $47,000
Q2 2019 Aug 08, 2019	SELL	$911.09 - $1038.2 $5,466 - $6,229	-6 Reduced 10.0%	54 $55,000
Q3 2018 Nov 06, 2018	SELL	$902.72 - $979.01 $5,416 - $5,874	-6 Reduced 9.09%	60 $56,000
Q2 2018 Aug 21, 2018	SELL	$806.17 - $925.57 $1,612 - $1,851	-2 Reduced 2.94%	66 $60,000
Q1 2018 May 14, 2018	SELL	$789.05 - $853.12 $3,156 - $3,412	-4 Reduced 5.56%	68 $56,000
Q4 2017 Feb 15, 2018	BUY	$844.0 - $895.9 $1,688 - $1,791	2 Added 2.86%	72 $61,000
Q3 2017 Nov 15, 2017	BUY	$842.87 - $874.66 $59,000 - $61,226	70	70 $60,000

Others Institutions Holding WTM

# of Institutions

355

Shares Held

2.64M

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 $4.57B
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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Srs Capital Advisors, Inc. White Mountains Insurance Group LTD Transaction History