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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.6K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.6K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 87.5% |
$12.7K - $13.9K
|
15
$27.1K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.6K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 2.82% |
$9.09K - $9.92K
|
182
$328K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 2.82% |
$9.09K - $9.92K
|
182
$328K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 2.45% |
$9.09K - $9.92K
|
209
$377K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 500.0% |
$9.09K - $9.92K
|
6
$10.8K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 2.8% |
$7.27K - $7.93K
|
147
$265K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3New |
$5.46K - $5.95K
|
3
$5.41K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$5.46K - $5.95K
|
13
$23.4K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.35% |
$3.64K - $3.97K
|
574
$1.04M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2+ 1.52% |
$3.64K - $3.97K
|
134
$242K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2+ 0.52% |
$3.64K - $3.97K
|
385
$694K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.28% |
$1.82K - $1.98K
|
354
$639K
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 2.27% |
$1.82K - $1.98K
|
45
$81.2K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 4.55% |
$1.82K - $1.98K
|
23
$41.5K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.54% |
$1.82K - $1.98K
|
66
$119K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$1.82K - $1.98K
|
1
$1.8K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$1.82K - $1.98K
|
4
$7.22K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.71% |
$1.82K - $1.98K
|
141
$254K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$1.82K - $1.98K
|
2
$3.61K
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$41M - $47M
|
23.3K
$42.1M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.12KNew |
$1.96M - $2.25M
|
1.12K
$2.01M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
600New |
$1.05M - $1.21M
|
600
$1.08M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
356+ 31.09% |
$625K - $717K
|
1.5K
$2.71M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
340New |
$597K - $685K
|
340
$613K
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
277New |
$486K - $558K
|
277
$500K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
251+ 836.67% |
$441K - $506K
|
281
$507K
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
233New |
$409K - $469K
|
233
$420K
|
|
Jan 27, 2025
Q4 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
220New |
$386K - $443K
|
220
$397K
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
200New |
$351K - $403K
|
200
$361K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155+ 41.78% |
$272K - $312K
|
526
$949K
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
125New |
$219K - $252K
|
125
$225K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
117+ 29.25% |
$205K - $236K
|
517
$933K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
110New |
$193K - $222K
|
110
$198K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110New |
$193K - $222K
|
110
$198K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
108New |
$190K - $218K
|
108
$195K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
106New |
$186K - $214K
|
106
$191K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
106New |
$186K - $214K
|
106
$191K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
105New |
$184K - $212K
|
105
$189K
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
103New |
$181K - $208K
|
103
$186K
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
100New |
$176K - $202K
|
100
$180K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
98+ 27.0% |
$172K - $197K
|
461
$832K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
77+ 1.72% |
$135K - $155K
|
4.55K
$8.21M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
73New |
$128K - $147K
|
73
$132K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 13.47% |
$125K - $143K
|
598
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
60New |
$105K - $121K
|
60
$108K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 28.43% |
$102K - $117K
|
262
$473K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
53New |
$93K - $107K
|
53
$95.6K
|