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 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 33.33% |
$2.76K - $3.21K
|
8
$14.4K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 1.21% |
$2.76K - $3.21K
|
167
$301K
|
|
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
$709K
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
181New |
$239K - $276K
|
181
$326K
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
141New |
$186K - $215K
|
141
$254K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
89New |
$117K - $136K
|
89
$161K
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11+ 3.58% |
$14.5K - $16.8K
|
318
$574K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
10New |
$13.2K - $15.3K
|
10
$18K
|
|
Aug 03, 2023
Q2 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
10+ 3.7% |
$13.2K - $15.3K
|
280
$505K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8New |
$10.6K - $12.2K
|
8
$14.4K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 500.0% |
$6.6K - $7.63K
|
6
$10.8K
|
|
Q1 2023 | |||||||
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.69KNew |
$11.5M - $13.5M
|
8.69K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
396New |
$524K - $614K
|
396
$714K
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
351New |
$464K - $545K
|
351
$633K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
266New |
$352K - $413K
|
266
$480K
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
160New |
$212K - $248K
|
160
$289K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
151New |
$200K - $234K
|
151
$272K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
149+ 62.61% |
$197K - $231K
|
387
$698K
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
148New |
$196K - $230K
|
148
$267K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
99+ 2.89% |
$131K - $154K
|
3.52K
$6.36M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$6.61K - $7.76K
|
5
$9.02K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$3.97K - $4.66K
|
3
$5.41K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.61K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$1.32K - $1.55K
|
1
$1.8K
|
|
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
$20.9M
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
737New |
$951K - $1.05M
|
737
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
160New |
$207K - $228K
|
160
$289K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
151New |
$195K - $215K
|
151
$272K
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
150New |
$194K - $213K
|
150
$271K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61New |
$78.7K - $86.8K
|
61
$110K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
52+ 1.48% |
$67.1K - $74K
|
3.56K
$6.42M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$24.5K - $27K
|
19
$34.3K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16New |
$20.7K - $22.8K
|
16
$28.9K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$14.4K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$14.4K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 10.0% |
$1.29K - $1.42K
|
11
$19.8K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$1.29K - $1.42K
|
194
$350K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.36KNew |
$1.6M - $1.89M
|
1.36K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$588K - $697K
|
500
$902K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
332+ 37.64% |
$391K - $463K
|
1.21K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
316+ 94.61% |
$372K - $440K
|
650
$1.17M
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
270New |
$318K - $376K
|
270
$487K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
178New |
$209K - $248K
|
178
$321K
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
171New |
$201K - $238K
|
171
$308K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10+ 0.68% |
$11.8K - $13.9K
|
1.48K
$2.67M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$5.88K - $6.97K
|
5
$9.02K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$2.35K - $2.79K
|
2
$3.61K
|
|
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
$56.8M
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
300New |
$312K - $385K
|
300
$541K
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
282New |
$294K - $362K
|
282
$509K
|