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 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
25+ 0.76% |
$36.9K - $46K
|
3.29K
$5.88M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24New |
$35.4K - $44.2K
|
24
$42.8K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19New |
$28K - $35K
|
19
$33.9K
|
|
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
19+ 4.03% |
$28K - $35K
|
490
$875K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 10.5% |
$28K - $35K
|
200
$357K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18+ 14.52% |
$26.6K - $33.2K
|
142
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
17+ 0.96% |
$25.1K - $31.3K
|
1.78K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 15.09% |
$23.6K - $29.5K
|
122
$218K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
15New |
$22.1K - $27.6K
|
15
$26.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 107.69% |
$20.7K - $25.8K
|
27
$48.2K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
14+ 28.0% |
$20.7K - $25.8K
|
64
$114K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 86.67% |
$19.2K - $23.9K
|
28
$50K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12+ 4.72% |
$17.7K - $22.1K
|
266
$475K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11+ 5.76% |
$16.2K - $20.3K
|
202
$361K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.81% |
$14.8K - $18.4K
|
1.25K
$2.23M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 19.15% |
$13.3K - $16.6K
|
56
$99.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$11.8K - $14.7K
|
8
$14.3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 21.62% |
$11.8K - $14.7K
|
45
$80.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7+ 0.68% |
$10.3K - $12.9K
|
1.04K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7+ 3.2% |
$10.3K - $12.9K
|
226
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 53.85% |
$10.3K - $12.9K
|
20
$35.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
7+ 3.24% |
$10.3K - $12.9K
|
223
$398K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7+ 350.0% |
$10.3K - $12.9K
|
9
$16.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 8.93% |
$7.38K - $9.21K
|
61
$109K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4+ 13.33% |
$5.9K - $7.37K
|
34
$60.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4New |
$5.9K - $7.37K
|
4
$7.14K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 1.07% |
$4.43K - $5.53K
|
284
$507K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2+ 0.38% |
$2.95K - $3.68K
|
527
$941K
|
|
|
May 14, 2024
Q1 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
2+ 0.23% |
$2.95K - $3.68K
|
890
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 6.9% |
$2.95K - $3.68K
|
31
$55.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 20.0% |
$2.95K - $3.68K
|
12
$21.4K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.95K - $3.68K
|
2
$3.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2+ 0.23% |
$2.95K - $3.68K
|
890
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$1.48K - $1.84K
|
1
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 33.33% |
$1.48K - $1.84K
|
4
$7.14K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.25% |
$1.48K - $1.84K
|
400
$714K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 10.0% |
$1.48K - $1.84K
|
11
$19.6K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.48% |
$1.48K - $1.84K
|
209
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 16.67% |
$1.48K - $1.84K
|
5
$8.92K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1- 0.18% |
$1.48K - $1.84K
|
568
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.23% |
$1.48K - $1.84K
|
429
$766K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.45% |
$1.48K - $1.84K
|
222
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$1.48K - $1.84K
|
1
$1.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 12.5% |
$1.48K - $1.84K
|
7
$12.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 5.88% |
$1.48K - $1.84K
|
16
$28.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.93% |
$2.95K - $3.68K
|
213
$380K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2- 1.17% |
$2.95K - $3.68K
|
169
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.69% |
$2.95K - $3.68K
|
288
$514K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.67% |
$2.95K - $3.68K
|
73
$130K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3- 1.05% |
$4.43K - $5.53K
|
282
$503K
|