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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 9.35% |
$21.7K - $24K
|
152
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114+ 1.53% |
$191K - $210K
|
7.55K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 3.39% |
$3.34K - $3.69K
|
61
$113K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.03K- 0.64% |
$1.72M - $1.89M
|
159K
$294M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5+ 1.44% |
$8.36K - $9.22K
|
353
$654K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 40.0% |
$6.69K - $7.38K
|
14
$25.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$16.7K - $18.4K
|
10
$18.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-9- 4.74% |
$15K - $16.6K
|
181
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-558- 3.71% |
$933K - $1.03M
|
14.5K
$26.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 50.0% |
$3.34K - $3.69K
|
2
$3.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 2.29% |
$6.69K - $7.38K
|
179
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
907+ 5.94% |
$1.52M - $1.67M
|
16.2K
$30M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
14+ 21.88% |
$23.4K - $25.8K
|
78
$144K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.3% |
$5.02K - $5.53K
|
1K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-33- 0.29% |
$55.2K - $60.9K
|
11.4K
$21.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10- 0.69% |
$16.7K - $18.4K
|
1.44K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.08K- 44.45% |
$8.5M - $9.38M
|
6.35K
$11.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$1.67K - $1.84K
|
1
$1.85K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 2.72% |
$66.9K - $73.8K
|
1.51K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3+ 2.36% |
$5.02K - $5.53K
|
130
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11New |
$18.4K - $20.3K
|
11
$20.4K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-71- 5.97% |
$119K - $131K
|
1.12K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47+ 8.75% |
$78.6K - $86.7K
|
584
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 36.67% |
$55.2K - $60.9K
|
123
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
58+ 16.91% |
$97K - $107K
|
401
$743K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
152+ 11.28% |
$254K - $280K
|
1.5K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-14- 6.01% |
$23.4K - $25.8K
|
219
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49+ 11.5% |
$81.9K - $90.4K
|
475
$880K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-31- 16.4% |
$51.8K - $57.2K
|
158
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-305- 69.48% |
$510K - $562K
|
134
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
1.89K+ 1.62% |
$3.15M - $3.48M
|
118K
$219M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.06K- 4.97% |
$1.78M - $1.96M
|
20.3K
$37.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
200New |
$334K - $369K
|
200
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1+ 0.19% |
$1.67K - $1.84K
|
534
$989K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 24.88% |
$83.6K - $92.2K
|
151
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 16.11% |
$40.1K - $44.3K
|
173
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.67% |
$5.02K - $5.53K
|
454
$841K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 6.29% |
$15K - $16.6K
|
134
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
15New |
$25.1K - $27.7K
|
15
$27.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.3KNew |
$2.17M - $2.4M
|
1.3K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.08K+ 100.0% |
$1.81M - $1.99M
|
2.16K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 29.41% |
$8.36K - $9.22K
|
12
$22.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
167+ 0.79% |
$279K - $308K
|
21.2K
$39.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 3.18% |
$8.36K - $9.22K
|
162
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.47% |
$1.67K - $1.84K
|
214
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
296New |
$495K - $546K
|
296
$548K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
689+ 353.33% |
$1.15M - $1.27M
|
884
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$167K - $184K
|
100
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 10.71% |
$10K - $11.1K
|
50
$92.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.9K+ 44.04% |
$11.5M - $12.7M
|
22.6K
$41.8M
|