Purchases and Sales Made in Q1 2022 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q1 2022. The information is specifically focused on institutions that hold shares of WHITE MOUNTAINS INSURANCE GROUP LTD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
129+ 13.29% |
$130K - $147K
|
1.1K
$2.13M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127+ 6.21% |
$128K - $144K
|
2.17K
$4.2M
|
|
May 16, 2022
Q1 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
119+ 4.82% |
$120K - $135K
|
2.59K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
108+ 5.46% |
$109K - $123K
|
2.09K
$4.03M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 50.97% |
$106K - $119K
|
311
$601K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
104+ 17.16% |
$105K - $118K
|
710
$1.37M
|
|
May 04, 2022
Q1 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
100+ 1.61% |
$101K - $114K
|
6.29K
$12.2M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
64+ 16.16% |
$64.4K - $72.7K
|
460
$889K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
62New |
$62.4K - $70.4K
|
62
$120K
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
59New |
$59.4K - $67K
|
59
$114K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58+ 24.68% |
$58.4K - $65.9K
|
293
$566K
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
57+ 4.15% |
$57.4K - $64.8K
|
1.43K
$2.76M
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
56New |
$56.4K - $63.6K
|
56
$108K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53+ 15.73% |
$53.3K - $60.2K
|
390
$754K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 1233.33% |
$37.2K - $42K
|
40
$77.3K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
30+ 29.13% |
$30.2K - $34.1K
|
133
$257K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
29+ 1.23% |
$29.2K - $33K
|
2.39K
$4.63M
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
28+ 4.67% |
$28.2K - $31.8K
|
628
$1.21M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23+ 287.5% |
$23.1K - $26.1K
|
31
$59.9K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19+ 0.95% |
$19.1K - $21.6K
|
2.01K
$3.89M
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16New |
$16.1K - $18.2K
|
16
$30.9K
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
BUY
|
- |
15+ 3.38% |
$15.1K - $17K
|
459
$887K
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
14+ 1.32% |
$14.1K - $15.9K
|
1.08K
$2.08M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 1.61% |
$11.1K - $12.5K
|
695
$1.34M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
11+ 26.83% |
$11.1K - $12.5K
|
52
$100K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.5% |
$10.1K - $11.4K
|
2.03K
$3.92M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.45% |
$10.1K - $11.4K
|
698
$1.35M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$8.05K - $9.09K
|
8
$15.5K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 87.5% |
$7.04K - $7.95K
|
15
$29K
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 50.0% |
$7.04K - $7.95K
|
21
$40.6K
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 13.46% |
$7.04K - $7.95K
|
59
$114K
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4+ 33.33% |
$4.03K - $4.54K
|
16
$30.9K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$2.01K - $2.27K
|
2
$3.86K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 12.5% |
$1.01K - $1.14K
|
9
$17.4K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1New |
$1.01K - $1.14K
|
1
$1.93K
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1+ 0.53% |
$1.01K - $1.14K
|
188
$363K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$1.01K - $1.14K
|
2
$3.86K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$1.01K - $1.14K
|
1
$1.93K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 1.41% |
$1.01K - $1.14K
|
72
$139K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1+ 0.1% |
$1.01K - $1.14K
|
963
$1.86M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.07% |
$1.01K - $1.14K
|
1.47K
$2.84M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1- 0.12% |
$1.01K - $1.14K
|
857
$1.66M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 1.92% |
$1.01K - $1.14K
|
51
$98.6K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 8.0% |
$2.01K - $2.27K
|
23
$44.4K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.87% |
$2.01K - $2.27K
|
105
$203K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3Closed |
$3.02K - $3.41K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3- 1.05% |
$3.02K - $3.41K
|
283
$547K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 15.0% |
$3.02K - $3.41K
|
17
$32.9K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3Closed |
$3.02K - $3.41K
|
0
$0
|