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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
108New |
$190K - $218K
|
108
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 0.82% |
$1.76K - $2.02K
|
121
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-50- 9.09% |
$87.8K - $101K
|
500
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
340New |
$597K - $685K
|
340
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
106New |
$186K - $214K
|
106
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 32.0% |
$42.1K - $48.4K
|
99
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 10.98% |
$15.8K - $18.1K
|
73
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-36- 16.44% |
$63.2K - $72.5K
|
183
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$41M - $47M
|
23.3K
$41.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
200New |
$351K - $403K
|
200
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-1- 0.43% |
$1.76K - $2.02K
|
231
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
103New |
$181K - $208K
|
103
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
600New |
$1.05M - $1.21M
|
600
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6- 0.7% |
$10.5K - $12.1K
|
849
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 28.43% |
$102K - $117K
|
262
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 6.94% |
$21.1K - $24.2K
|
185
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.08K- 50.0% |
$1.9M - $2.18M
|
1.08K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
60New |
$105K - $121K
|
60
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-33- 8.46% |
$57.9K - $66.5K
|
357
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-56- 18.92% |
$98.3K - $113K
|
240
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
220New |
$386K - $443K
|
220
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110New |
$193K - $222K
|
110
$196K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
100New |
$176K - $202K
|
100
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
105New |
$184K - $212K
|
105
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
106New |
$186K - $214K
|
106
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 13.47% |
$125K - $143K
|
598
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
53New |
$93K - $107K
|
53
$94.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$33.3K - $38.3K
|
19
$33.9K
|
|
| Q3 2024 | |||||||
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-155Closed |
$259K - $286K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-967- 41.43% |
$1.62M - $1.78M
|
1.37K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
137New |
$229K - $253K
|
137
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
148New |
$247K - $273K
|
148
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-95- 8.68% |
$159K - $175K
|
1K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$1.67K - $1.84K
|
1
$1.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4New |
$6.69K - $7.38K
|
4
$7.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
566+ 17.21% |
$946K - $1.04M
|
3.86K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
450New |
$752K - $830K
|
450
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-180- 54.88% |
$301K - $332K
|
148
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
124+ 46.97% |
$207K - $229K
|
388
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11- 8.4% |
$18.4K - $20.3K
|
120
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-2.13K- 14.25% |
$3.57M - $3.93M
|
12.8K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9New |
$15K - $16.6K
|
9
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 16.67% |
$1.67K - $1.84K
|
5
$8.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$3.34K - $3.69K
|
2
$3.57K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$16.7K - $18.4K
|
10
$17.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 50.0% |
$3.34K - $3.69K
|
2
$3.57K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11New |
$18.4K - $20.3K
|
11
$19.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 36.67% |
$55.2K - $60.9K
|
123
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
15New |
$25.1K - $27.7K
|
15
$26.8K
|
|