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 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
28New |
$29.7K - $32.9K
|
28
$54.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$2.12K - $2.35K
|
2
$3.86K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Sand Grove Capital Management LLP
London, X0 |
BUY
|
- |
72.8KNew |
$80.8M - $90M
|
72.8K
$141M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.27KNew |
$2.52M - $2.81M
|
2.27K
$4.39M
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
199New |
$201K - $252K
|
199
$385K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
256New |
$201K - $258K
|
256
$495K
|
|
|
Feb 16, 2021
Q4 2020
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
200New |
$157K - $202K
|
200
$386K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
117New |
$91.9K - $118K
|
117
$226K
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
492New |
$406K - $479K
|
492
$951K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 25.0% |
$1.65K - $1.95K
|
10
$19.3K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2New |
$1.39K - $2.33K
|
2
$3.86K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
90New |
$95.3K - $102K
|
90
$174K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3New |
$3.11K - $3.28K
|
3
$5.8K
|
|
| Q2 2019 | |||||||
|
Jul 01, 2019
Q2 2019
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
200New |
$182K - $208K
|
200
$386K
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
70New |
$63.8K - $72.7K
|
70
$135K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
924New |
$771K - $862K
|
924
$1.79M
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
21New |
$17.5K - $19.6K
|
21
$40.6K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
75New |
$67.7K - $73.4K
|
75
$145K
|
|
| Q2 2018 | |||||||
|
Jul 11, 2018
Q2 2018
|
Cordasco Financial Network
|
BUY
|
- |
10New |
$8.06K - $9.26K
|
10
$19.3K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
1.35KNew |
$1.14M - $1.21M
|
1.35K
$2.62M
|
|
|
Mar 14, 2018
Q4 2017
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25New |
$21.1K - $22.4K
|
25
$48.3K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1New |
$844 - $896
|
1
$1.93K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$84.3K - $87.5K
|
100
$193K
|
|
|
Nov 14, 2017
Q3 2017
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$33.7K - $35K
|
40
$77.3K
|
|
| Q4 2015 | |||||||
|
Sep 15, 2017
Q4 2015
|
Assetmark, Inc
|
BUY
|
- |
1New |
N/A
|
1
$1.93K
|
|