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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5- 2.01% |
$8.36K - $9.22K
|
244
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-449- 4.41% |
$751K - $828K
|
9.73K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.49K+ 3.93% |
$2.49M - $2.75M
|
39.4K
$75.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 40.0% |
$13.4K - $14.8K
|
28
$54K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 35.71% |
$8.36K - $9.22K
|
19
$36.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$1.67K - $1.84K
|
1
$1.93K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 8.33% |
$3.34K - $3.69K
|
26
$50.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 25.0% |
$3.34K - $3.69K
|
10
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-30- 10.0% |
$50.2K - $55.3K
|
270
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25+ 104.17% |
$41.8K - $46.1K
|
49
$94.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-38- 6.73% |
$63.5K - $70.1K
|
527
$1.02M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135New |
$228K - $253K
|
135
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
204New |
$345K - $382K
|
204
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-499- 56.07% |
$843K - $934K
|
391
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49+ 2.93% |
$82.8K - $91.7K
|
1.72K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
164New |
$277K - $307K
|
164
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.97% |
$20.3K - $22.5K
|
1.22K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-164- 13.12% |
$277K - $307K
|
1.09K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
756New |
$1.28M - $1.41M
|
756
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
169New |
$285K - $316K
|
169
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$86.1K - $95.4K
|
51
$98.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
258+ 47.6% |
$436K - $483K
|
800
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-264- 20.23% |
$446K - $494K
|
1.04K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.55K- 59.4% |
$2.61M - $2.9M
|
1.06K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 2.87% |
$10.1K - $11.2K
|
215
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
177New |
$299K - $331K
|
177
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-29- 85.29% |
$49K - $54.3K
|
5
$9.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.48K+ 1.29% |
$2.5M - $2.77M
|
116K
$225M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-39- 9.95% |
$65.9K - $73K
|
353
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-722- 16.63% |
$1.22M - $1.35M
|
3.62K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 21.21% |
$11.8K - $13.1K
|
40
$77.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
165+ 29.68% |
$279K - $309K
|
721
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 62.5% |
$25.3K - $28.1K
|
39
$75.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$6.76K - $7.49K
|
4
$7.72K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$8.44K - $9.36K
|
5
$9.65K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
3+ 2.46% |
$5.07K - $5.61K
|
125
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 0.08% |
$8.44K - $9.36K
|
5.9K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-2- 0.85% |
$3.38K - $3.74K
|
232
$448K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.78% |
$28.7K - $31.8K
|
2.17K
$4.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
255New |
$431K - $477K
|
255
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
200New |
$338K - $374K
|
200
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
141+ 5.46% |
$238K - $264K
|
2.72K
$5.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-499- 56.07% |
$843K - $934K
|
391
$754K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 13.64% |
$5.07K - $5.61K
|
19
$36.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3- 0.53% |
$5.07K - $5.61K
|
565
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9New |
$15.2K - $16.8K
|
9
$17.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$76K - $84.2K
|
45
$86.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 56.25% |
$15.2K - $16.8K
|
25
$48.2K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$10.1K - $11.2K
|
6
$11.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 14.29% |
$1.69K - $1.87K
|
8
$15.4K
|
|