Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 16.77% |
$39.8K - $49.7K
|
134
$258K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-24- 42.11% |
$35.4K - $44.2K
|
33
$63.7K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 5.06% |
$29.5K - $36.8K
|
375
$723K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-20- 2.18% |
$29.5K - $36.8K
|
896
$1.73M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 15.84% |
$23.6K - $29.5K
|
85
$164K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 17.86% |
$14.8K - $18.4K
|
46
$88.7K
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-10- 7.14% |
$14.8K - $18.4K
|
130
$251K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 6.06% |
$11.8K - $14.7K
|
124
$239K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3- 1.05% |
$4.43K - $5.53K
|
282
$544K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 16.67% |
$1.48K - $1.84K
|
5
$9.65K
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.99K- 86.95% |
$11.4M - $12.4M
|
1.2K
$2.31M
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 10.63% |
$855K - $931K
|
5.05K
$9.73M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-276- 51.49% |
$393K - $428K
|
260
$502K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-125- 0.41% |
$178K - $194K
|
30.3K
$58.4M
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-114- 44.36% |
$162K - $177K
|
143
$276K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-92Closed |
$131K - $143K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-92- 40.0% |
$131K - $143K
|
138
$266K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-45- 12.86% |
$64.1K - $69.8K
|
305
$588K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-33- 49.25% |
$47K - $51.2K
|
34
$65.6K
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 10.04% |
$32.8K - $35.7K
|
206
$397K
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-23- 4.01% |
$32.8K - $35.7K
|
550
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-12- 1.02% |
$17.1K - $18.6K
|
1.17K
$2.25M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-10- 1.79% |
$14.3K - $15.5K
|
550
$1.06M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 9.09% |
$14.3K - $15.5K
|
100
$193K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 31.25% |
$7.13K - $7.76K
|
11
$21.2K
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5- 20.83% |
$7.13K - $7.76K
|
19
$36.7K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4- 2.21% |
$5.7K - $6.21K
|
177
$341K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 75.0% |
$4.28K - $4.65K
|
1
$1.93K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 4.76% |
$1.43K - $1.55K
|
20
$38.6K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 10.86% |
$552K - $643K
|
3.28K
$6.33M
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-15- 2.23% |
$20.7K - $24.1K
|
659
$1.27M
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-96- 45.5% |
$127K - $146K
|
115
$222K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-83- 36.4% |
$109K - $127K
|
145
$280K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 66.67% |
$106K - $122K
|
40
$77.2K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-50- 14.29% |
$66K - $76.3K
|
300
$579K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 1.96% |
$3.96K - $4.58K
|
150
$289K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-492- 68.91% |
$651K - $763K
|
222
$428K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-277- 26.21% |
$366K - $430K
|
780
$1.5M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-242- 49.79% |
$320K - $376K
|
244
$471K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-118- 47.58% |
$156K - $183K
|
130
$251K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26- 10.74% |
$34.4K - $40.3K
|
216
$417K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14- 53.85% |
$18.5K - $21.7K
|
12
$23.1K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5- 1.1% |
$6.61K - $7.76K
|
451
$870K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-500Closed |
$645K - $711K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-492- 68.91% |
$635K - $700K
|
222
$428K
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-100- 16.86% |
$129K - $142K
|
493
$951K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12- 4.8% |
$15.5K - $17.1K
|
238
$459K
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-10- 1.62% |
$12.9K - $14.2K
|
608
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 1.6% |
$7.75K - $8.54K
|
370
$714K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 12.5% |
$2.58K - $2.85K
|
14
$27K
|