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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-555- 37.63% |
$578K - $712K
|
920
$1.7M
|
|
|
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
$1.85K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$10.4K - $12.8K
|
10
$18.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.66KClosed |
$3.81M - $4.7M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$2.08K - $2.57K
|
2
$3.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
84+ 18.3% |
$87.5K - $108K
|
543
$1.01M
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-195Closed |
$196K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.23KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-156Closed |
$157K - $177K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-225Closed |
$226K - $256K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-648Closed |
$652K - $736K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$8.05K - $9.09K
|
8
$14.8K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3Closed |
$3.02K - $3.41K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
181New |
$182K - $206K
|
181
$335K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-374Closed |
$376K - $425K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$2.01K - $2.27K
|
2
$3.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 8.0% |
$2.01K - $2.27K
|
23
$42.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10Closed |
$10.1K - $11.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.3KClosed |
$2.31M - $2.61M
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-505Closed |
$508K - $574K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
216+ 1963.64% |
$213K - $243K
|
227
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
340New |
$336K - $383K
|
340
$630K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20Closed |
$19.7K - $22.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-236Closed |
$233K - $266K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-372Closed |
$367K - $419K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-196Closed |
$193K - $221K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-70Closed |
$69.1K - $78.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-402Closed |
$397K - $453K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.42KClosed |
$3.37M - $3.85M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.31KClosed |
$2.28M - $2.6M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-900Closed |
$888K - $1.01M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
60+ 31.09% |
$59.2K - $67.6K
|
253
$469K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-200Closed |
$212K - $235K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-192Closed |
$203K - $225K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-600Closed |
$636K - $705K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-491Closed |
$520K - $577K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$2.12K - $2.35K
|
2
$3.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-200Closed |
$212K - $235K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$42.4M - $47M
|
40K
$74.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
28New |
$29.7K - $32.9K
|
28
$51.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-8Closed |
$8.47K - $9.39K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-687Closed |
$763K - $850K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-200Closed |
$222K - $247K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sand Grove Capital Management LLP
London, X0 |
BUY
|
- |
72.8KNew |
$80.8M - $90M
|
72.8K
$135M
|
|
|
Aug 16, 2021
Q2 2021
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-284Closed |
$315K - $351K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 14.77% |
$14.4K - $16.1K
|
75
$139K
|
|
|
Aug 13, 2021
Q2 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-700Closed |
$777K - $866K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200Closed |
$222K - $247K
|
0
$0
|
|