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 13, 2019
Q4 2018
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-28.6KClosed |
$23.9M - $26.7M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63Closed |
$52.6K - $58.8K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-1.4KClosed |
$1.17M - $1.31M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
924New |
$771K - $862K
|
924
$1.65M
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10Closed |
$8.34K - $9.33K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-2Closed |
$1.67K - $1.87K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-445Closed |
$371K - $415K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
75New |
$67.7K - $73.4K
|
75
$134K
|
|
|
Nov 14, 2018
Q3 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.67KClosed |
$3.31M - $3.59M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-700Closed |
$632K - $685K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-16Closed |
$14.4K - $15.7K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Parametrica Management LTD
|
SELL
|
- |
-301Closed |
$272K - $295K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10Closed |
$9.03K - $9.79K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-2Closed |
$1.61K - $1.85K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-365Closed |
$294K - $338K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
SELL
|
- |
-24Closed |
$19.3K - $22.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-6.91KClosed |
$5.57M - $6.4M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-8Closed |
$6.45K - $7.4K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-5.44KClosed |
$4.39M - $5.04M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.7KClosed |
$1.37M - $1.57M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8Closed |
$6.45K - $7.4K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-11Closed |
$8.87K - $10.2K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Robotti Robert
New York, NY |
SELL
|
- |
-500Closed |
$403K - $463K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Cordasco Financial Network
|
BUY
|
- |
10New |
$8.06K - $9.26K
|
10
$17.8K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2Closed |
$1.58K - $1.71K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-12Closed |
$9.47K - $10.2K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 14, 2018
Q4 2017
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25New |
$21.1K - $22.4K
|
25
$44.6K
|
|
|
Feb 14, 2018
Q4 2017
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$1.69K - $1.79K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1New |
$844 - $896
|
1
$1.78K
|
|
|
Feb 14, 2018
Q4 2017
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-20.6KClosed |
$17.4M - $18.5M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-400Closed |
$338K - $358K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
1.35KNew |
$1.14M - $1.21M
|
1.35K
$2.42M
|
|
|
Feb 05, 2018
Q4 2017
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.34KClosed |
$4.51M - $4.79M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-369Closed |
$311K - $331K
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Jennison Associates LLC
|
SELL
|
- |
-31.3KClosed |
$26.4M - $28.1M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$33.7K - $35K
|
40
$71.4K
|
|
|
Nov 14, 2017
Q3 2017
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3Closed |
$2.53K - $2.62K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-251Closed |
$212K - $220K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Stone X Group Inc.
|
SELL
|
- |
-254Closed |
$214K - $222K
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$84.3K - $87.5K
|
100
$178K
|
|
| Q4 2015 | |||||||
|
Sep 15, 2017
Q4 2015
|
Assetmark, Inc
|
BUY
|
- |
1New |
N/A
|
1
$1.78K
|
|