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
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$28K - $35K
|
19
$34.7K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 10.5% |
$28K - $35K
|
200
$365K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18+ 14.52% |
$26.6K - $33.2K
|
142
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
17+ 0.96% |
$25.1K - $31.3K
|
1.78K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 15.09% |
$23.6K - $29.5K
|
122
$223K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
15New |
$22.1K - $27.6K
|
15
$27.4K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
14+ 28.0% |
$20.7K - $25.8K
|
64
$117K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 107.69% |
$20.7K - $25.8K
|
27
$49.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 86.67% |
$19.2K - $23.9K
|
28
$51.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 4.72% |
$17.7K - $22.1K
|
266
$486K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11+ 5.76% |
$16.2K - $20.3K
|
202
$369K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.81% |
$14.8K - $18.4K
|
1.25K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 19.15% |
$13.3K - $16.6K
|
56
$102K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$11.8K - $14.7K
|
8
$14.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 21.62% |
$11.8K - $14.7K
|
45
$82.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7+ 0.68% |
$10.3K - $12.9K
|
1.04K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 53.85% |
$10.3K - $12.9K
|
20
$36.5K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7+ 3.2% |
$10.3K - $12.9K
|
226
$413K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7+ 350.0% |
$10.3K - $12.9K
|
9
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
7+ 3.24% |
$10.3K - $12.9K
|
223
$407K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 8.93% |
$7.38K - $9.21K
|
61
$111K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4New |
$5.9K - $7.37K
|
4
$7.3K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4+ 13.33% |
$5.9K - $7.37K
|
34
$62.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 1.07% |
$4.43K - $5.53K
|
284
$519K
|
|
|
May 14, 2024
Q1 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
2+ 0.23% |
$2.95K - $3.68K
|
890
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2+ 0.23% |
$2.95K - $3.68K
|
890
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 6.9% |
$2.95K - $3.68K
|
31
$56.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2+ 0.38% |
$2.95K - $3.68K
|
527
$962K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 20.0% |
$2.95K - $3.68K
|
12
$21.9K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.95K - $3.68K
|
2
$3.65K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.25% |
$1.48K - $1.84K
|
400
$730K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.48% |
$1.48K - $1.84K
|
209
$382K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 10.0% |
$1.48K - $1.84K
|
11
$20.1K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 33.33% |
$1.48K - $1.84K
|
4
$7.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$1.48K - $1.84K
|
1
$1.83K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1- 0.18% |
$1.48K - $1.84K
|
568
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.23% |
$1.48K - $1.84K
|
429
$783K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 12.5% |
$1.48K - $1.84K
|
7
$12.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 5.88% |
$1.48K - $1.84K
|
16
$29.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.45% |
$1.48K - $1.84K
|
222
$405K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$1.48K - $1.84K
|
1
$1.83K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 16.67% |
$1.48K - $1.84K
|
5
$9.13K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2- 1.17% |
$2.95K - $3.68K
|
169
$309K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.67% |
$2.95K - $3.68K
|
73
$133K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.93% |
$2.95K - $3.68K
|
213
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.69% |
$2.95K - $3.68K
|
288
$526K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3- 1.05% |
$4.43K - $5.53K
|
282
$515K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4- 2.8% |
$5.9K - $7.37K
|
139
$254K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5- 0.49% |
$7.38K - $9.21K
|
1.01K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5- 0.4% |
$7.38K - $9.21K
|
1.23K
$2.25M
|