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 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 4.05% |
$10.3K - $12.9K
|
166
$330K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8- 5.63% |
$11.8K - $14.7K
|
134
$266K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-8- 3.21% |
$11.8K - $14.7K
|
241
$479K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 6.06% |
$11.8K - $14.7K
|
124
$247K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-9- 1.72% |
$13.3K - $16.6K
|
514
$1.02M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 17.86% |
$14.8K - $18.4K
|
46
$91.5K
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-10- 7.14% |
$14.8K - $18.4K
|
130
$258K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12- 0.68% |
$17.7K - $22.1K
|
1.74K
$3.46M
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-12- 1.68% |
$17.7K - $22.1K
|
704
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-12- 5.94% |
$17.7K - $22.1K
|
190
$378K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13- 8.78% |
$19.2K - $23.9K
|
135
$268K
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14- 4.5% |
$20.7K - $25.8K
|
297
$591K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 15.84% |
$23.6K - $29.5K
|
85
$169K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 1.98% |
$29.5K - $36.8K
|
992
$1.97M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 5.06% |
$29.5K - $36.8K
|
375
$746K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-20- 2.18% |
$29.5K - $36.8K
|
896
$1.78M
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-20- 0.76% |
$29.5K - $36.8K
|
2.61K
$5.18M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-24- 42.11% |
$35.4K - $44.2K
|
33
$65.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 16.77% |
$39.8K - $49.7K
|
134
$266K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29- 16.11% |
$42.8K - $53.4K
|
151
$300K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32- 1.92% |
$47.2K - $58.9K
|
1.64K
$3.25M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32- 0.14% |
$47.2K - $58.9K
|
23.3K
$46.4M
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-38- 0.84% |
$56.1K - $70K
|
4.51K
$8.96M
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-39- 0.02% |
$57.5K - $71.8K
|
162K
$322M
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-40- 11.27% |
$59K - $73.7K
|
315
$626K
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-43- 10.31% |
$63.4K - $79.2K
|
374
$744K
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43- 0.8% |
$63.4K - $79.2K
|
5.33K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-46- 3.38% |
$67.9K - $84.7K
|
1.32K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-50- 4.76% |
$73.8K - $92.1K
|
1K
$1.99M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 21.28% |
$73.8K - $92.1K
|
185
$368K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-59- 5.53% |
$87K - $109K
|
1.01K
$2M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-62- 24.41% |
$91.5K - $114K
|
192
$382K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-62- 4.23% |
$91.5K - $114K
|
1.41K
$2.79M
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-77- 4.39% |
$114K - $142K
|
1.68K
$3.33M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-92- 8.53% |
$136K - $169K
|
987
$1.96M
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-116- 19.46% |
$171K - $214K
|
480
$954K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-119- 1.69% |
$176K - $219K
|
6.91K
$13.7M
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-138- 31.51% |
$204K - $254K
|
300
$597K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-140- 5.2% |
$207K - $258K
|
2.55K
$5.08M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-147- 13.96% |
$217K - $271K
|
906
$1.8M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-150Closed |
$221K - $276K
|
0
$0
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-150- 2.81% |
$221K - $276K
|
5.19K
$10.3M
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-167- 0.56% |
$246K - $308K
|
29.6K
$58.9M
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-170- 58.42% |
$251K - $313K
|
121
$241K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-270- 66.18% |
$398K - $497K
|
138
$274K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-277- 15.01% |
$409K - $510K
|
1.57K
$3.12M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-282- 7.21% |
$416K - $519K
|
3.63K
$7.22M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-299- 36.2% |
$441K - $551K
|
527
$1.05M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-321- 7.92% |
$473K - $591K
|
3.73K
$7.42M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-330- 62.86% |
$487K - $608K
|
195
$388K
|