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 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 66.67% |
$5.7K - $6.21K
|
10
$18.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-92- 40.0% |
$131K - $143K
|
138
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 4.76% |
$1.43K - $1.55K
|
20
$37.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
323New |
$460K - $501K
|
323
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 10.04% |
$32.8K - $35.7K
|
206
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$11.4K - $12.4K
|
8
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 51.49% |
$393K - $428K
|
260
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2New |
$2.85K - $3.1K
|
2
$3.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19New |
$27.1K - $29.5K
|
19
$35.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5- 20.83% |
$7.13K - $7.76K
|
19
$35.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-12- 1.02% |
$17.1K - $18.6K
|
1.17K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-45- 12.86% |
$64.1K - $69.8K
|
305
$569K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-10- 1.79% |
$14.3K - $15.5K
|
550
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 10.63% |
$855K - $931K
|
5.05K
$9.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-125- 0.41% |
$178K - $194K
|
30.3K
$56.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$5.7K - $6.21K
|
4
$7.46K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-114- 44.36% |
$162K - $177K
|
143
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-33- 49.25% |
$47K - $51.2K
|
34
$63.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$12.8K - $14K
|
9
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.99K- 86.95% |
$11.4M - $12.4M
|
1.2K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 9.09% |
$14.3K - $15.5K
|
100
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$1.43K - $1.55K
|
1
$1.87K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
15+ 5.58% |
$21.4K - $23.3K
|
284
$530K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1New |
$1.43K - $1.55K
|
1
$1.87K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4- 2.21% |
$5.7K - $6.21K
|
177
$330K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$71.3K - $77.6K
|
50
$93.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12New |
$16.6K - $19.3K
|
12
$22.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
86+ 34.13% |
$119K - $138K
|
338
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
134New |
$185K - $215K
|
134
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
400New |
$552K - $643K
|
400
$746K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-15- 2.23% |
$20.7K - $24.1K
|
659
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
213New |
$294K - $342K
|
213
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 33.33% |
$2.76K - $3.21K
|
8
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17+ 3.1% |
$23.5K - $27.3K
|
566
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
192New |
$265K - $309K
|
192
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$13.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$13.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
380New |
$524K - $611K
|
380
$709K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$5.52K - $6.43K
|
4
$7.46K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 1.21% |
$2.76K - $3.21K
|
167
$312K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
393New |
$518K - $599K
|
393
$733K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$13.2K - $15.3K
|
10
$18.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 1.96% |
$3.96K - $4.58K
|
150
$280K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$10.6K - $12.2K
|
8
$14.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 66.67% |
$106K - $122K
|
40
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
89New |
$117K - $136K
|
89
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-83- 36.4% |
$109K - $127K
|
145
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-50- 14.29% |
$66K - $76.3K
|
300
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
10+ 3.7% |
$13.2K - $15.3K
|
280
$522K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
141New |
$186K - $215K
|
141
$263K
|
|