Purchases and Sales Made in Q1 2024 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q1 2024. 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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
142New |
$209K - $262K
|
142
$280K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
136New |
$201K - $250K
|
136
$268K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
133New |
$196K - $245K
|
133
$262K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
130+ 7.96% |
$192K - $239K
|
1.76K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
128New |
$189K - $236K
|
128
$252K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
127+ 0.21% |
$187K - $234K
|
59.3K
$117M
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
BUY
|
- |
125New |
$184K - $230K
|
125
$246K
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
122New |
$180K - $225K
|
122
$241K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
122New |
$180K - $225K
|
122
$241K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
121New |
$178K - $223K
|
121
$239K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117New |
$173K - $215K
|
117
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
116New |
$171K - $214K
|
116
$229K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
115New |
$170K - $212K
|
115
$227K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
115New |
$170K - $212K
|
115
$227K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
109New |
$161K - $201K
|
109
$215K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 268.42% |
$150K - $188K
|
140
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 22.47% |
$150K - $188K
|
556
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
100+ 0.72% |
$148K - $184K
|
14.1K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
99+ 63.46% |
$146K - $182K
|
255
$503K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
97+ 8.44% |
$143K - $179K
|
1.25K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
93+ 2.07% |
$137K - $171K
|
4.59K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91+ 23.21% |
$134K - $168K
|
483
$952K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
84+ 16.34% |
$124K - $155K
|
598
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80New |
$118K - $147K
|
80
$158K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79+ 5.18% |
$117K - $146K
|
1.61K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
72+ 4.13% |
$106K - $133K
|
1.82K
$3.58M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
70+ 0.44% |
$103K - $129K
|
15.9K
$31.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65+ 43.05% |
$95.9K - $120K
|
216
$426K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
62+ 24.51% |
$91.5K - $114K
|
315
$621K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
52+ 19.26% |
$76.7K - $95.8K
|
322
$635K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
52+ 0.57% |
$76.7K - $95.8K
|
9.15K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
51New |
$75.2K - $93.9K
|
51
$101K
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
49New |
$72.3K - $90.3K
|
49
$96.6K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
46+ 26.59% |
$67.9K - $84.7K
|
219
$432K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
41+ 14.44% |
$60.5K - $75.5K
|
325
$641K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
40+ 8.62% |
$59K - $73.7K
|
504
$994K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40New |
$59K - $73.7K
|
40
$78.9K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
38+ 1.01% |
$56.1K - $70K
|
3.82K
$7.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$54.6K - $68.1K
|
37
$72.9K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34+ 8.25% |
$50.2K - $62.6K
|
446
$879K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
30+ 21.28% |
$44.3K - $55.3K
|
171
$337K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
30+ 7.33% |
$44.3K - $55.3K
|
439
$865K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
30+ 15.08% |
$44.3K - $55.3K
|
229
$451K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
29+ 5.99% |
$42.8K - $53.4K
|
513
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28+ 2.73% |
$41.3K - $51.6K
|
1.06K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
28+ 9.33% |
$41.3K - $51.6K
|
328
$647K
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
25+ 0.76% |
$36.9K - $46K
|
3.29K
$6.49M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 250.0% |
$36.9K - $46K
|
35
$69K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24New |
$35.4K - $44.2K
|
24
$47.3K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 10.5% |
$28K - $35K
|
200
$394K
|