Purchases and Sales Made in Q1 2023 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
165New |
$218K - $256K
|
165
$293K
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
160New |
$212K - $248K
|
160
$284K
|
|
May 03, 2023
Q1 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
159New |
$210K - $247K
|
159
$283K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
155+ 9.57% |
$205K - $241K
|
1.78K
$3.16M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
151New |
$200K - $234K
|
151
$268K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
149+ 62.61% |
$197K - $231K
|
387
$688K
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
148New |
$196K - $230K
|
148
$263K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120New |
$159K - $186K
|
120
$213K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
114+ 456.0% |
$151K - $177K
|
139
$247K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
109+ 2.82% |
$144K - $169K
|
3.98K
$7.07M
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
104New |
$138K - $161K
|
104
$185K
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
100+ 2.04% |
$132K - $155K
|
5.01K
$8.9M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
99+ 2.89% |
$131K - $154K
|
3.52K
$6.27M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
98+ 22.07% |
$130K - $152K
|
542
$964K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
79+ 8.55% |
$104K - $123K
|
1K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
67+ 12.84% |
$88.6K - $104K
|
589
$1.05M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 0.69% |
$80.7K - $94.7K
|
8.92K
$15.9M
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
52New |
$68.8K - $80.7K
|
52
$92.4K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
52New |
$68.8K - $80.7K
|
52
$92.4K
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
51+ 1.02% |
$67.4K - $79.1K
|
5.06K
$8.99M
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
50+ 2.51% |
$66.1K - $77.6K
|
2.04K
$3.63M
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50+ 6.25% |
$66.1K - $77.6K
|
850
$1.51M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
46+ 4.41% |
$60.8K - $71.4K
|
1.09K
$1.94M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 63.01% |
$60.8K - $71.4K
|
119
$212K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38+ 3.42% |
$50.2K - $59K
|
1.15K
$2.04M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37New |
$48.9K - $57.4K
|
37
$65.8K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 5.87% |
$35.7K - $41.9K
|
487
$866K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
24+ 10.17% |
$31.7K - $37.2K
|
260
$462K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21+ 2.0% |
$27.8K - $32.6K
|
1.07K
$1.91M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
21+ 2.9% |
$27.8K - $32.6K
|
746
$1.33M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20+ 1.85% |
$26.4K - $31K
|
1.1K
$1.96M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 2.12% |
$19.8K - $23.3K
|
721
$1.28M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 10.07% |
$18.5K - $21.7K
|
153
$272K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12+ 3.86% |
$15.9K - $18.6K
|
323
$574K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11+ 7.14% |
$14.5K - $17.1K
|
165
$293K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.92% |
$13.2K - $15.5K
|
1.1K
$1.95M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 1.34% |
$13.2K - $15.5K
|
755
$1.34M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 3.33% |
$11.9K - $14K
|
279
$496K
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8+ 2.68% |
$10.6K - $12.4K
|
307
$546K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 2.06% |
$9.26K - $10.9K
|
347
$617K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 600.0% |
$7.93K - $9.31K
|
7
$12.4K
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
6+ 1.51% |
$7.93K - $9.31K
|
403
$716K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 1.17% |
$6.61K - $7.76K
|
434
$772K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$6.61K - $7.76K
|
5
$8.89K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 9.8% |
$6.61K - $7.76K
|
56
$99.6K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 3.45% |
$5.29K - $6.21K
|
120
$213K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4+ 1.25% |
$5.29K - $6.21K
|
323
$574K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 200.0% |
$5.29K - $6.21K
|
6
$10.7K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.29% |
$3.97K - $4.66K
|
134
$238K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3New |
$3.97K - $4.66K
|
3
$5.33K
|