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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
206New |
$375K - $409K
|
206
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-212- 13.7% |
$386K - $420K
|
1.34K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 39.34% |
$43.6K - $47.6K
|
85
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
142New |
$258K - $282K
|
142
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-188- 39.58% |
$342K - $373K
|
287
$512K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2+ 0.52% |
$3.64K - $3.97K
|
385
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 20.18% |
$41.8K - $45.6K
|
137
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56+ 15.69% |
$102K - $111K
|
413
$737K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
105+ 31.91% |
$191K - $208K
|
434
$775K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 2.45% |
$9.09K - $9.92K
|
209
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 6.79% |
$20K - $21.8K
|
173
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4- 1.67% |
$7.27K - $7.93K
|
236
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$1.82K - $1.98K
|
2
$3.57K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 500.0% |
$9.09K - $9.92K
|
6
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-787- 53.32% |
$1.43M - $1.56M
|
689
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.98% |
$27.3K - $29.7K
|
1.51K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-146K- 99.95% |
$266M - $290M
|
76
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
627+ 25.79% |
$1.14M - $1.24M
|
3.06K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 134.73% |
$409K - $446K
|
392
$700K
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
4.21K+ 10.99% |
$7.65M - $8.34M
|
42.5K
$75.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
185+ 79.06% |
$336K - $367K
|
419
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26+ 866.67% |
$47.3K - $51.6K
|
29
$51.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 1.27% |
$7.27K - $7.93K
|
312
$557K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-15- 21.13% |
$27.3K - $29.7K
|
56
$99.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.52% |
$5.46K - $5.95K
|
569
$1.02M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15+ 4.66% |
$26.3K - $30.2K
|
337
$601K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155+ 41.78% |
$272K - $312K
|
526
$939K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
77+ 1.72% |
$135K - $155K
|
4.55K
$8.12M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
356+ 31.09% |
$625K - $717K
|
1.5K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30+ 21.58% |
$52.7K - $60.5K
|
169
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.06% |
$8.78K - $10.1K
|
7.75K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
73New |
$128K - $147K
|
73
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
233New |
$409K - $469K
|
233
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
98+ 27.0% |
$172K - $197K
|
461
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
251+ 836.67% |
$441K - $506K
|
281
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.12KNew |
$1.96M - $2.25M
|
1.12K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
277New |
$486K - $558K
|
277
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9- 2.12% |
$15.8K - $18.1K
|
416
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 68.42% |
$2.28M - $2.62M
|
600
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 26.92% |
$12.3K - $14.1K
|
33
$58.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
117+ 29.25% |
$205K - $236K
|
517
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24+ 66.67% |
$42.1K - $48.4K
|
60
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 2.5% |
$8.78K - $10.1K
|
205
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
125New |
$219K - $252K
|
125
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 11.43% |
$7.02K - $8.06K
|
31
$55.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$10.5K - $12.1K
|
6
$10.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-50- 25.0% |
$87.8K - $101K
|
150
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
110New |
$193K - $222K
|
110
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5+ 2.49% |
$8.78K - $10.1K
|
206
$368K
|
|