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 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 16.53% |
$182K - $198K
|
505
$901K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 11.16% |
$45.5K - $49.6K
|
249
$444K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9+ 3.7% |
$16.4K - $17.8K
|
252
$450K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-718- 5.83% |
$1.31M - $1.42M
|
11.6K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24- 3.79% |
$43.6K - $47.6K
|
609
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.35% |
$3.64K - $3.97K
|
574
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 0.67% |
$102K - $111K
|
8.47K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 11.48% |
$25.5K - $27.8K
|
108
$193K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
128+ 11.85% |
$233K - $254K
|
1.21K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
70+ 21.88% |
$127K - $139K
|
390
$696K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 1.38% |
$5.46K - $5.95K
|
214
$382K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11+ 1.89% |
$20K - $21.8K
|
592
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.54K+ 39.34% |
$8.26M - $9.01M
|
16.1K
$28.7M
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
BUY
|
- |
20.6K+ 60.41% |
$37.4M - $40.8M
|
54.7K
$97.5M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
289+ 21.03% |
$526K - $573K
|
1.66K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$1.82K - $1.98K
|
1
$1.78K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-9- 1.21% |
$16.4K - $17.8K
|
737
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-181- 1.6% |
$329K - $359K
|
11.2K
$19.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10- 30.3% |
$18.2K - $19.8K
|
23
$41K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-21- 18.92% |
$38.2K - $41.6K
|
90
$161K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.54KNew |
$6.44M - $7.02M
|
3.54K
$6.32M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$1.82K - $1.98K
|
4
$7.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-370- 33.64% |
$673K - $734K
|
730
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-41- 0.19% |
$74.6K - $81.3K
|
21K
$37.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 2.6% |
$87.3K - $95.2K
|
1.9K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-4- 3.33% |
$7.27K - $7.93K
|
116
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.71% |
$1.82K - $1.98K
|
141
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
855+ 5.21% |
$1.55M - $1.7M
|
17.3K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
17+ 1.26% |
$30.9K - $33.7K
|
1.37K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-132- 4.02% |
$240K - $262K
|
3.15K
$5.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-345- 1.54% |
$627K - $684K
|
22.1K
$39.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
121New |
$220K - $240K
|
121
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12New |
$21.8K - $23.8K
|
12
$21.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 15.0% |
$5.46K - $5.95K
|
17
$30.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 87.5% |
$12.7K - $13.9K
|
15
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.59K+ 13.68% |
$2.9M - $3.16M
|
13.2K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
194+ 66.44% |
$353K - $385K
|
486
$867K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-25- 1.14% |
$45.5K - $49.6K
|
2.17K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11- 2.81% |
$20K - $21.8K
|
380
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 36.11% |
$23.6K - $25.8K
|
49
$87.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-86- 18.66% |
$156K - $171K
|
375
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3- 2.34% |
$5.46K - $5.95K
|
125
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.93K- 93.93% |
$3.52M - $3.84M
|
125
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2+ 1.52% |
$3.64K - $3.97K
|
134
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.9K- 19.74% |
$3.46M - $3.77M
|
7.73K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.62K+ 6.98% |
$2.95M - $3.21M
|
24.9K
$44.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 10.59% |
$16.4K - $17.8K
|
94
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-263- 1.35% |
$478K - $522K
|
19.2K
$34.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-91- 9.92% |
$165K - $180K
|
826
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-11- 57.89% |
$20K - $21.8K
|
8
$14.3K
|