Latest Institutional Transactions on White Mountains Insurance Group LTD (WTM)
This table provides information on the latest institutional transactions involving White Mountains Insurance Group LTD (WTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.6KNew |
$14.9M - $16.5M
|
11.6K
$20.6M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
151New |
$195K - $215K
|
151
$269K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 12.5% |
$2.58K - $2.85K
|
14
$25K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-492- 68.91% |
$635K - $700K
|
222
$396K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-500Closed |
$645K - $711K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 1.6% |
$7.75K - $8.54K
|
370
$660K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12- 4.8% |
$15.5K - $17.1K
|
238
$425K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$24.5K - $27K
|
19
$33.9K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$1.29K - $1.42K
|
5
$8.92K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
160New |
$207K - $228K
|
160
$286K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16New |
$20.7K - $22.8K
|
16
$28.6K
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
737New |
$951K - $1.05M
|
737
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$1.29K - $1.42K
|
3
$5.35K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$1.29K - $1.42K
|
194
$346K
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-10- 1.62% |
$12.9K - $14.2K
|
608
$1.09M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
52+ 1.48% |
$67.1K - $74K
|
3.56K
$6.35M
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
150New |
$194K - $213K
|
150
$268K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$1.29K - $1.42K
|
1
$1.78K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$14.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10+ 0.68% |
$11.8K - $13.9K
|
1.48K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$2.35K - $2.79K
|
2
$3.57K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 12.5% |
$5.88K - $6.97K
|
35
$62.5K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
316+ 94.61% |
$372K - $440K
|
650
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-132- 79.52% |
$155K - $184K
|
34
$60.7K
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-7.72K- 5.71% |
$9.09M - $10.8M
|
127K
$227M
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.36KNew |
$1.6M - $1.89M
|
1.36K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
171New |
$201K - $238K
|
171
$305K
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$588K - $697K
|
500
$892K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
332+ 37.64% |
$391K - $463K
|
1.21K
$2.17M
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
270New |
$318K - $376K
|
270
$482K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-21- 50.0% |
$24.7K - $29.3K
|
21
$37.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$5.88K - $6.97K
|
5
$8.92K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
178New |
$209K - $248K
|
178
$318K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.63K- 16.93% |
$4.27M - $5.05M
|
17.8K
$31.7M
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$1.04K - $1.28K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
247New |
$257K - $317K
|
247
$441K
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.6KClosed |
$14.2M - $17.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
282New |
$294K - $362K
|
282
$503K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-55- 16.92% |
$57.3K - $70.5K
|
270
$482K
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
154+ 117.56% |
$160K - $198K
|
285
$509K
|
|
Aug 15, 2022
Q2 2022
|
Madison Avenue Partners, LP
New York, NY |
BUY
|
- |
21.5K+ 214.96% |
$22.4M - $27.6M
|
31.5K
$56.2M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-2.09KClosed |
$2.17M - $2.68M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-555- 37.63% |
$578K - $712K
|
920
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
300New |
$312K - $385K
|
300
$535K
|
|
Aug 12, 2022
Q2 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-7.84K- 6.6% |
$8.17M - $10.1M
|
111K
$198M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9Closed |
$9.37K - $11.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-62Closed |
$64.6K - $79.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-360Closed |
$375K - $462K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1New |
$1.04K - $1.28K
|
1
$1.78K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$10.4K - $12.8K
|
10
$17.8K
|