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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
400New |
$552K - $643K
|
400
$727K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
380New |
$524K - $611K
|
380
$690K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
213New |
$294K - $342K
|
213
$387K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
192New |
$265K - $309K
|
192
$349K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
134New |
$185K - $215K
|
134
$243K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
86+ 34.13% |
$119K - $138K
|
338
$614K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17+ 3.1% |
$23.5K - $27.3K
|
566
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12New |
$16.6K - $19.3K
|
12
$21.8K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.7K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.7K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$5.52K - $6.43K
|
4
$7.27K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 33.33% |
$2.76K - $3.21K
|
8
$14.5K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 1.21% |
$2.76K - $3.21K
|
167
$303K
|
|
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
$714K
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
181New |
$239K - $276K
|
181
$329K
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
141New |
$186K - $215K
|
141
$256K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
89New |
$117K - $136K
|
89
$162K
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11+ 3.58% |
$14.5K - $16.8K
|
318
$578K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$13.2K - $15.3K
|
10
$18.2K
|
|
Aug 03, 2023
Q2 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
10+ 3.7% |
$13.2K - $15.3K
|
280
$509K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$10.6K - $12.2K
|
8
$14.5K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 500.0% |
$6.6K - $7.63K
|
6
$10.9K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$3.96K - $4.58K
|
9
$16.4K
|
|
Q1 2023 | |||||||
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.69KNew |
$11.5M - $13.5M
|
8.69K
$15.8M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.53KNew |
$4.67M - $5.48M
|
3.53K
$6.41M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
396New |
$524K - $614K
|
396
$719K
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
351New |
$464K - $545K
|
351
$638K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
309New |
$409K - $479K
|
309
$561K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
266New |
$352K - $413K
|
266
$483K
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
160New |
$212K - $248K
|
160
$291K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
151New |
$200K - $234K
|
151
$274K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
149+ 62.61% |
$197K - $231K
|
387
$703K
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
148New |
$196K - $230K
|
148
$269K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
99+ 2.89% |
$131K - $154K
|
3.52K
$6.4M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 1.17% |
$6.61K - $7.76K
|
434
$788K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$6.61K - $7.76K
|
5
$9.08K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$3.97K - $4.66K
|
3
$5.45K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.63K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$1.32K - $1.55K
|
1
$1.82K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.6KNew |
$14.9M - $16.5M
|
11.6K
$21M
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
737New |
$951K - $1.05M
|
737
$1.34M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198New |
$256K - $282K
|
198
$360K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
160New |
$207K - $228K
|
160
$291K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
151New |
$195K - $215K
|
151
$274K
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
150New |
$194K - $213K
|
150
$273K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61New |
$78.7K - $86.8K
|
61
$111K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
52+ 1.48% |
$67.1K - $74K
|
3.56K
$6.46M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$24.5K - $27K
|
19
$34.5K
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18New |
$23.2K - $25.6K
|
18
$32.7K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16New |
$20.7K - $22.8K
|
16
$29.1K
|