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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
164New |
$277K - $307K
|
164
$317K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
141+ 5.46% |
$238K - $264K
|
2.72K
$5.26M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135New |
$228K - $253K
|
135
$261K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$86.1K - $95.4K
|
51
$98.6K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49+ 2.93% |
$82.8K - $91.7K
|
1.72K
$3.33M
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 24.47% |
$77.7K - $86.1K
|
234
$452K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$76K - $84.2K
|
45
$87K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 62.5% |
$25.3K - $28.1K
|
39
$75.4K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9New |
$15.2K - $16.8K
|
9
$17.4K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 56.25% |
$15.2K - $16.8K
|
25
$48.3K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 21.21% |
$11.8K - $13.1K
|
40
$77.3K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 2.87% |
$10.1K - $11.2K
|
215
$415K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$10.1K - $11.2K
|
6
$11.6K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$8.44K - $9.36K
|
5
$9.66K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 0.08% |
$8.44K - $9.36K
|
5.9K
$11.4M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$6.76K - $7.49K
|
4
$7.73K
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
3+ 2.46% |
$5.07K - $5.61K
|
125
$242K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 14.29% |
$1.69K - $1.87K
|
8
$15.5K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$1.69K - $1.87K
|
1
$1.93K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
135KNew |
$198M - $248M
|
135K
$260M
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
929New |
$1.37M - $1.71M
|
929
$1.8M
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
786New |
$1.16M - $1.45M
|
786
$1.52M
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
650New |
$959K - $1.2M
|
650
$1.26M
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
482New |
$711K - $888K
|
482
$931K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
479New |
$707K - $882K
|
479
$926K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
251New |
$370K - $462K
|
251
$485K
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
200New |
$295K - $368K
|
200
$386K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$295K - $368K
|
200
$386K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
186+ 82.67% |
$274K - $343K
|
411
$794K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
166New |
$245K - $306K
|
166
$321K
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
164New |
$242K - $302K
|
164
$317K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
136New |
$201K - $250K
|
136
$263K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
133New |
$196K - $245K
|
133
$257K
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
125New |
$184K - $230K
|
125
$242K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
115New |
$170K - $212K
|
115
$222K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
93+ 2.07% |
$137K - $171K
|
4.59K
$8.88M
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
51New |
$75.2K - $93.9K
|
51
$98.6K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
46+ 26.59% |
$67.9K - $84.7K
|
219
$423K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$54.6K - $68.1K
|
37
$71.5K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$28K - $35K
|
19
$36.7K
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
17+ 0.96% |
$25.1K - $31.3K
|
1.78K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
15New |
$22.1K - $27.6K
|
15
$29K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$11.8K - $14.7K
|
8
$15.5K
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7+ 350.0% |
$10.3K - $12.9K
|
9
$17.4K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.95K - $3.68K
|
2
$3.86K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
424New |
$604K - $658K
|
424
$819K
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
360+ 38.3% |
$513K - $558K
|
1.3K
$2.51M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
331New |
$472K - $513K
|
331
$640K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
325New |
$463K - $504K
|
325
$628K
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
323New |
$460K - $501K
|
323
$624K
|