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, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
149+ 62.61% |
$197K - $231K
|
387
$748K
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
148New |
$196K - $230K
|
148
$286K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
99+ 2.89% |
$131K - $154K
|
3.52K
$6.81M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$6.61K - $7.76K
|
5
$9.66K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$3.97K - $4.66K
|
3
$5.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.86K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$1.32K - $1.55K
|
1
$1.93K
|
|
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
$22.4M
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
737New |
$951K - $1.05M
|
737
$1.42M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198New |
$256K - $282K
|
198
$383K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
160New |
$207K - $228K
|
160
$309K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
151New |
$195K - $215K
|
151
$292K
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
150New |
$194K - $213K
|
150
$290K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61New |
$78.7K - $86.8K
|
61
$118K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
52+ 1.48% |
$67.1K - $74K
|
3.56K
$6.87M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$24.5K - $27K
|
19
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18New |
$23.2K - $25.6K
|
18
$34.8K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16New |
$20.7K - $22.8K
|
16
$30.9K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$15.5K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$15.5K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 10.0% |
$1.29K - $1.42K
|
11
$21.3K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$1.29K - $1.42K
|
194
$375K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.36KNew |
$1.6M - $1.89M
|
1.36K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$588K - $697K
|
500
$966K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
332+ 37.64% |
$391K - $463K
|
1.21K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
316+ 94.61% |
$372K - $440K
|
650
$1.26M
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
270New |
$318K - $376K
|
270
$522K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
178New |
$209K - $248K
|
178
$344K
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
171New |
$201K - $238K
|
171
$330K
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
63+ 19.21% |
$74.1K - $87.8K
|
391
$756K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10+ 0.68% |
$11.8K - $13.9K
|
1.48K
$2.86M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$5.88K - $6.97K
|
5
$9.66K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$2.35K - $2.79K
|
2
$3.86K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Madison Avenue Partners, LP
New York, NY |
BUY
|
- |
21.5K+ 214.96% |
$22.4M - $27.6M
|
31.5K
$60.9M
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.45KNew |
$1.51M - $1.86M
|
1.45K
$2.8M
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
300New |
$312K - $385K
|
300
$580K
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
282New |
$294K - $362K
|
282
$545K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
247New |
$257K - $317K
|
247
$477K
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
154+ 117.56% |
$160K - $198K
|
285
$551K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
84+ 18.3% |
$87.5K - $108K
|
543
$1.05M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$10.4K - $12.8K
|
10
$19.3K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$2.08K - $2.57K
|
2
$3.86K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1New |
$1.04K - $1.28K
|
1
$1.93K
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
181New |
$182K - $206K
|
181
$350K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$8.05K - $9.09K
|
8
$15.5K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$2.01K - $2.27K
|
2
$3.86K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
340New |
$336K - $383K
|
340
$657K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
216+ 1963.64% |
$213K - $243K
|
227
$439K
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
60+ 31.09% |
$59.2K - $67.6K
|
253
$489K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$42.4M - $47M
|
40K
$77.4M
|