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 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 29.41% |
$8.36K - $9.22K
|
12
$21.4K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 10.71% |
$10K - $11.1K
|
50
$89.2K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$167K - $184K
|
100
$178K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-945- 4.17% |
$1.58M - $1.74M
|
21.7K
$38.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 0.34% |
$3.34K - $3.69K
|
587
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3New |
$5.02K - $5.53K
|
3
$5.35K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$1.67K - $1.84K
|
2
$3.57K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$1.67K - $1.84K
|
1
$1.78K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 40.0% |
$13.4K - $14.8K
|
28
$50K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-30- 10.0% |
$50.2K - $55.3K
|
270
$482K
|
|
Q2 2024 | |||||||
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-32- 6.53% |
$54K - $59.9K
|
458
$817K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135New |
$228K - $253K
|
135
$241K
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
204New |
$345K - $382K
|
204
$364K
|
|
Aug 14, 2024
Q2 2024
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-499- 56.07% |
$843K - $934K
|
391
$698K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49+ 2.93% |
$82.8K - $91.7K
|
1.72K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
164New |
$277K - $307K
|
164
$293K
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
756New |
$1.28M - $1.41M
|
756
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
169New |
$285K - $316K
|
169
$302K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$86.1K - $95.4K
|
51
$91K
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-264- 20.23% |
$446K - $494K
|
1.04K
$1.86M
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.55K- 59.4% |
$2.61M - $2.9M
|
1.06K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 2.87% |
$10.1K - $11.2K
|
215
$384K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-29- 85.29% |
$49K - $54.3K
|
5
$8.92K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.48K+ 1.29% |
$2.5M - $2.77M
|
116K
$208M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-39- 9.95% |
$65.9K - $73K
|
353
$630K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-722- 16.63% |
$1.22M - $1.35M
|
3.62K
$6.46M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
165+ 29.68% |
$279K - $309K
|
721
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$8.44K - $9.36K
|
5
$8.92K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 0.08% |
$8.44K - $9.36K
|
5.9K
$10.5M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
255New |
$431K - $477K
|
255
$455K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
141+ 5.46% |
$238K - $264K
|
2.72K
$4.86M
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-499- 56.07% |
$843K - $934K
|
391
$698K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 13.64% |
$5.07K - $5.61K
|
19
$33.9K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9New |
$15.2K - $16.8K
|
9
$16.1K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$76K - $84.2K
|
45
$80.3K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 56.25% |
$15.2K - $16.8K
|
25
$44.6K
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-5- 0.54% |
$8.44K - $9.36K
|
924
$1.65M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$1.69K - $1.87K
|
1
$1.78K
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
29.6KNew |
$43.6M - $54.4M
|
29.6K
$52.7M
|
|
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
$296K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
479New |
$707K - $882K
|
479
$855K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
51New |
$75.2K - $93.9K
|
51
$91K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
15New |
$22.1K - $27.6K
|
15
$26.8K
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
164New |
$242K - $302K
|
164
$293K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
186+ 82.67% |
$274K - $343K
|
411
$734K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 16.77% |
$39.8K - $49.7K
|
134
$239K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
46+ 26.59% |
$67.9K - $84.7K
|
219
$391K
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
482New |
$711K - $888K
|
482
$860K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
251New |
$370K - $462K
|
251
$448K
|