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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106- 7.02% |
$193K - $210K
|
1.41K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
151+ 0.84% |
$275K - $299K
|
18.2K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-788- 18.3% |
$1.43M - $1.56M
|
3.52K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-748- 2.3% |
$1.36M - $1.48M
|
31.7K
$56.6M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
25.4KNew |
$46.3M - $50.4M
|
25.4K
$45.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16- 5.0% |
$29.1K - $31.7K
|
304
$543K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-3.99K- 3.49% |
$7.25M - $7.9M
|
110K
$196M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-906- 7.28% |
$1.65M - $1.8M
|
11.5K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-84- 6.6% |
$153K - $167K
|
1.19K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-12- 8.05% |
$21.8K - $23.8K
|
137
$245K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-9- 0.9% |
$16.4K - $17.8K
|
990
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.56K+ 125.34% |
$4.66M - $5.08M
|
4.61K
$8.22M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
620+ 26.14% |
$1.13M - $1.23M
|
2.99K
$5.34M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 2.82% |
$9.09K - $9.92K
|
182
$325K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-791- 28.48% |
$1.44M - $1.57M
|
1.99K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12+ 3.48% |
$21.8K - $23.8K
|
357
$637K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
108+ 14.21% |
$196K - $214K
|
868
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-100- 1.98% |
$182K - $198K
|
4.95K
$8.83M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-42- 3.19% |
$76.4K - $83.3K
|
1.28K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-40- 6.15% |
$72.7K - $79.3K
|
610
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-329- 7.56% |
$598K - $652K
|
4.02K
$7.17M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
7.77KNew |
$14.1M - $15.4M
|
7.77K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 6.21% |
$176K - $192K
|
1.47K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-209- 0.24% |
$380K - $414K
|
85.2K
$152M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2- 1.48% |
$3.64K - $3.97K
|
133
$237K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-31- 17.13% |
$56.4K - $61.5K
|
150
$268K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-24- 2.64% |
$43.6K - $47.6K
|
884
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-408- 33.55% |
$742K - $809K
|
808
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96- 17.94% |
$175K - $190K
|
439
$784K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 9.54% |
$49.1K - $53.5K
|
310
$553K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.93K- 18.83% |
$3.51M - $3.83M
|
8.32K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
32+ 4.55% |
$58.2K - $63.5K
|
736
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
211New |
$384K - $418K
|
211
$377K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.5K+ 54.59% |
$2.74M - $2.98M
|
4.26K
$7.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.62K- 0.64% |
$2.95M - $3.22M
|
250K
$446M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 14.29% |
$1.82K - $1.98K
|
6
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-657- 2.59% |
$1.19M - $1.3M
|
24.7K
$44.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 8.15% |
$67.3K - $73.4K
|
491
$876K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
252+ 24.98% |
$458K - $500K
|
1.26K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.57% |
$1.82K - $1.98K
|
175
$312K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14- 8.48% |
$25.5K - $27.8K
|
151
$269K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.54% |
$1.82K - $1.98K
|
66
$118K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-311- 5.45% |
$566K - $617K
|
5.39K
$9.62M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 2.8% |
$7.27K - $7.93K
|
147
$262K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107+ 6.07% |
$195K - $212K
|
1.87K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
212+ 15.36% |
$386K - $420K
|
1.59K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 2.42% |
$5.46K - $5.95K
|
121
$216K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
72+ 14.97% |
$131K - $143K
|
553
$987K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4- 2.27% |
$7.27K - $7.93K
|
172
$307K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-56- 25.93% |
$102K - $111K
|
160
$286K
|