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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2+ 0.79% |
$2.64K - $3.1K
|
254
$505K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 100.0% |
$2.64K - $3.1K
|
4
$7.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.98K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 100.0% |
$1.32K - $1.55K
|
2
$3.98K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 11.11% |
$1.32K - $1.55K
|
10
$19.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$1.32K - $1.55K
|
1
$1.99K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 11.11% |
$1.32K - $1.55K
|
10
$19.9K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 1.64% |
$1.32K - $1.55K
|
60
$119K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 50.0% |
$1.32K - $1.55K
|
1
$1.99K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
SELL
|
- |
-1- 0.06% |
$1.32K - $1.55K
|
1.73K
$3.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 3.64% |
$2.64K - $3.1K
|
53
$105K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.27% |
$2.64K - $3.1K
|
742
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- 0.06% |
$3.97K - $4.66K
|
5.21K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 1.24% |
$5.29K - $6.21K
|
319
$634K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 1.15% |
$5.29K - $6.21K
|
345
$686K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5- 1.1% |
$6.61K - $7.76K
|
451
$897K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6- 27.27% |
$7.93K - $9.31K
|
16
$31.8K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-7- 3.23% |
$9.26K - $10.9K
|
210
$418K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7- 4.29% |
$9.26K - $10.9K
|
156
$310K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 41.67% |
$13.2K - $15.5K
|
14
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10- 0.55% |
$13.2K - $15.5K
|
1.8K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-12- 0.92% |
$15.9K - $18.6K
|
1.29K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-14- 0.37% |
$18.5K - $21.7K
|
3.81K
$7.58M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14- 53.85% |
$18.5K - $21.7K
|
12
$23.9K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-16- 21.92% |
$21.2K - $24.8K
|
57
$113K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-16- 0.71% |
$21.2K - $24.8K
|
2.23K
$4.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-21- 8.86% |
$27.8K - $32.6K
|
216
$429K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-23- 85.19% |
$30.4K - $35.7K
|
4
$7.95K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 68.57% |
$31.7K - $37.2K
|
11
$21.9K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-25- 3.58% |
$33.1K - $38.8K
|
674
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26- 10.74% |
$34.4K - $40.3K
|
216
$429K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-27- 4.03% |
$35.7K - $41.9K
|
643
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-28- 1.06% |
$37K - $43.4K
|
2.62K
$5.2M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-34- 0.57% |
$45K - $52.8K
|
5.95K
$11.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 88.1% |
$48.9K - $57.4K
|
5
$9.94K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-41- 1.27% |
$54.2K - $63.6K
|
3.2K
$6.36M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-41- 5.38% |
$54.2K - $63.6K
|
721
$1.43M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-42- 3.17% |
$55.5K - $65.2K
|
1.29K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-42- 3.17% |
$55.5K - $65.2K
|
1.29K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-45- 9.89% |
$59.5K - $69.8K
|
410
$815K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-49- 16.84% |
$64.8K - $76K
|
242
$481K
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-49- 16.84% |
$64.8K - $76K
|
242
$481K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-53- 1.06% |
$70.1K - $82.2K
|
4.95K
$9.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-54- 2.2% |
$71.4K - $83.8K
|
2.4K
$4.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 13.64% |
$75.4K - $88.4K
|
361
$718K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-60- 27.91% |
$79.3K - $93.1K
|
155
$308K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-65- 5.57% |
$85.9K - $101K
|
1.1K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-73- 10.24% |
$96.5K - $113K
|
640
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-75- 20.16% |
$99.2K - $116K
|
297
$591K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-77- 15.65% |
$102K - $119K
|
415
$825K
|