Latest Institutional Purchases of White Mountains Insurance Group LTD (WTM)
This list provides information on the latest institutional transactions involving White Mountains Insurance Group LTD (WTM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
11.7KNew |
$20.4M - $23.5M
|
11.7K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.98K+ 2539.74% |
$3.48M - $3.99M
|
2.06K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.48KNew |
$2.59M - $2.97M
|
1.48K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
681+ 3.02% |
$1.2M - $1.37M
|
23.2K
$44.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
220New |
$386K - $443K
|
220
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
128New |
$225K - $258K
|
128
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
124New |
$218K - $250K
|
124
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
121+ 51.27% |
$212K - $244K
|
357
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110New |
$193K - $222K
|
110
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
106New |
$186K - $214K
|
106
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
105New |
$184K - $212K
|
105
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
100New |
$176K - $202K
|
100
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
98+ 42.42% |
$172K - $197K
|
329
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
80+ 19.95% |
$140K - $161K
|
481
$930K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 13.47% |
$125K - $143K
|
598
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
64+ 28.07% |
$112K - $129K
|
292
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
60New |
$105K - $121K
|
60
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 28.43% |
$102K - $117K
|
262
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
53New |
$93K - $107K
|
53
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
41+ 1.72% |
$72K - $82.6K
|
2.43K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
27+ 1.24% |
$47.4K - $54.4K
|
2.2K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24+ 15.79% |
$42.1K - $48.4K
|
176
$340K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$33.3K - $38.3K
|
19
$36.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16+ 0.35% |
$28.1K - $32.2K
|
4.55K
$8.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13+ 10.0% |
$22.8K - $26.2K
|
143
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 6.94% |
$21.1K - $24.2K
|
185
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.66% |
$17.6K - $20.2K
|
1.52K
$2.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 90.0% |
$15.8K - $18.1K
|
19
$36.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 8.16% |
$7.02K - $8.06K
|
53
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.36% |
$5.27K - $6.05K
|
224
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3+ 1.49% |
$5.27K - $6.05K
|
204
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 40.0% |
$3.51K - $4.03K
|
7
$13.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.9K+ 92.94% |
$26.7M - $29.4M
|
33.1K
$64M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5.77K+ 422.93% |
$9.65M - $10.6M
|
7.14K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.47KNew |
$7.48M - $8.25M
|
4.47K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.4K+ 5.11% |
$5.68M - $6.26M
|
69.9K
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.71K+ 5.2% |
$4.54M - $5.01M
|
54.9K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
2.43K+ 7.95% |
$4.06M - $4.48M
|
33K
$63.8M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
1.89K+ 1.62% |
$3.15M - $3.48M
|
118K
$228M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 579.13% |
$2.23M - $2.46M
|
1.56K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.3KNew |
$2.17M - $2.4M
|
1.3K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.27K+ 3.09% |
$2.13M - $2.35M
|
42.5K
$82.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 72.07% |
$2.1M - $2.32M
|
3.01K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 1.31% |
$1.78M - $1.96M
|
82.4K
$159M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.06K+ 55.44% |
$1.77M - $1.95M
|
2.97K
$5.74M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
947New |
$1.58M - $1.75M
|
947
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
907+ 5.94% |
$1.52M - $1.67M
|
16.2K
$31.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
689+ 353.33% |
$1.15M - $1.27M
|
884
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
674+ 499.26% |
$1.13M - $1.24M
|
809
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
581+ 101.93% |
$971K - $1.07M
|
1.15K
$2.22M
|
|