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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
310New |
$524K - $580K
|
310
$598K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
191+ 636.67% |
$323K - $357K
|
221
$426K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-5- 0.54% |
$8.44K - $9.36K
|
924
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 24.47% |
$77.7K - $86.1K
|
234
$451K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.74% |
$3.38K - $3.74K
|
71
$137K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$1.69K - $1.87K
|
1
$1.93K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-27- 8.33% |
$39.8K - $49.7K
|
297
$573K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-24- 42.11% |
$35.4K - $44.2K
|
33
$63.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-150Closed |
$221K - $276K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
166New |
$245K - $306K
|
166
$320K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
186+ 82.67% |
$274K - $343K
|
411
$793K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 17.86% |
$14.8K - $18.4K
|
46
$88.7K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
164New |
$242K - $302K
|
164
$316K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
15New |
$22.1K - $27.6K
|
15
$28.9K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
51New |
$75.2K - $93.9K
|
51
$98.4K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
479New |
$707K - $882K
|
479
$924K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
482New |
$711K - $888K
|
482
$930K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
46+ 26.59% |
$67.9K - $84.7K
|
219
$422K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
133New |
$196K - $245K
|
133
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 16.77% |
$39.8K - $49.7K
|
134
$258K
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
786New |
$1.16M - $1.45M
|
786
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
136New |
$201K - $250K
|
136
$262K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.95K - $3.68K
|
2
$3.86K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 15.84% |
$23.6K - $29.5K
|
85
$164K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
251New |
$370K - $462K
|
251
$484K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
650New |
$959K - $1.2M
|
650
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
93+ 2.07% |
$137K - $171K
|
4.59K
$8.86M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7+ 350.0% |
$10.3K - $12.9K
|
9
$17.4K
|
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
200New |
$295K - $368K
|
200
$386K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 21.28% |
$73.8K - $92.1K
|
185
$357K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-150- 2.81% |
$221K - $276K
|
5.19K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
125New |
$184K - $230K
|
125
$241K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 5.06% |
$29.5K - $36.8K
|
375
$723K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$295K - $368K
|
200
$386K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-10- 7.14% |
$14.8K - $18.4K
|
130
$251K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
115New |
$170K - $212K
|
115
$222K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$28K - $35K
|
19
$36.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
116New |
$171K - $214K
|
116
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$54.6K - $68.1K
|
37
$71.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-20- 2.18% |
$29.5K - $36.8K
|
896
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 6.06% |
$11.8K - $14.7K
|
124
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 16.67% |
$1.48K - $1.84K
|
5
$9.65K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
929New |
$1.37M - $1.71M
|
929
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$11.8K - $14.7K
|
8
$15.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
135KNew |
$198M - $248M
|
135K
$260M
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
17+ 0.96% |
$25.1K - $31.3K
|
1.78K
$3.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3- 1.05% |
$4.43K - $5.53K
|
282
$544K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
390New |
$556K - $605K
|
390
$752K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-92Closed |
$131K - $143K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$9.98K - $10.9K
|
7
$13.5K
|
|