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 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$5.55K - $6.19K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-246Closed |
$273K - $304K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-28Closed |
$31.1K - $34.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95Closed |
$106K - $118K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-662Closed |
$735K - $819K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-11.1KClosed |
$12.3M - $13.7M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.33% |
$1.11K - $1.24K
|
298
$545K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$5.55K - $6.19K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.27KNew |
$2.52M - $2.81M
|
2.27K
$4.15M
|
|
|
Jul 13, 2021
Q2 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-231Closed |
$257K - $286K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-120Closed |
$121K - $152K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26Closed |
$26.3K - $33K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56Closed |
$56.6K - $71K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$12M - $15.1M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-300Closed |
$303K - $380K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$3.03K - $3.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-39Closed |
$39.4K - $49.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9Closed |
$9.09K - $11.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Troy Asset Management LTD
|
SELL
|
- |
-665Closed |
$672K - $843K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-823Closed |
$831K - $1.04M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
199New |
$201K - $252K
|
199
$364K
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1Closed |
$1.01K - $1.27K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-95Closed |
$96K - $120K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4Closed |
$4.04K - $5.07K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-52Closed |
$52.5K - $65.9K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4Closed |
$4.04K - $5.07K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.14KClosed |
$899K - $1.15M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
200New |
$157K - $202K
|
200
$366K
|
|
|
Feb 16, 2021
Q4 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-2.41KClosed |
$1.89M - $2.43M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
117New |
$91.9K - $118K
|
117
$214K
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5Closed |
$3.93K - $5.04K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350Closed |
$275K - $353K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-790Closed |
$621K - $797K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-424Closed |
$333K - $428K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256New |
$201K - $258K
|
256
$468K
|
|
|
Feb 09, 2021
Q4 2020
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-147Closed |
$116K - $148K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1Closed |
$786 - $1.01K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1Closed |
$786 - $1.01K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-600Closed |
$472K - $605K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$5.5K - $7.06K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
James Hambro & Partners
|
SELL
|
- |
-3.57KClosed |
$2.81M - $3.6M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-225Closed |
$170K - $215K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-100Closed |
$75.7K - $95.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-492Closed |
$372K - $470K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-5Closed |
$3.79K - $4.78K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2Closed |
$1.51K - $1.91K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-338Closed |
$256K - $323K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-374Closed |
$283K - $357K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 25.0% |
$1.65K - $1.95K
|
10
$18.3K
|
|
|
Aug 14, 2020
Q2 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-476Closed |
$393K - $463K
|
0
$0
|
|