Purchases and Sales Made in Q1 2025 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
185+ 79.06% |
$336K - $367K
|
419
$748K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
184New |
$335K - $365K
|
184
$328K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
151+ 0.84% |
$275K - $299K
|
18.2K
$32.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
142New |
$258K - $282K
|
142
$253K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
128+ 11.85% |
$233K - $254K
|
1.21K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
121New |
$220K - $240K
|
121
$216K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
118New |
$215K - $234K
|
118
$211K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116New |
$211K - $230K
|
116
$207K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115+ 370.97% |
$209K - $228K
|
146
$261K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
108+ 14.21% |
$196K - $214K
|
868
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
108New |
$196K - $214K
|
108
$193K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107+ 6.07% |
$195K - $212K
|
1.87K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
106+ 6.77% |
$193K - $210K
|
1.67K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
105+ 31.91% |
$191K - $208K
|
434
$775K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
104New |
$189K - $206K
|
104
$186K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100+ 14.29% |
$182K - $198K
|
800
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
94New |
$171K - $186K
|
94
$168K
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
86+ 20.05% |
$156K - $171K
|
515
$919K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
81+ 2.0% |
$147K - $161K
|
4.13K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
72+ 14.97% |
$131K - $143K
|
553
$987K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 378.95% |
$131K - $143K
|
91
$162K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
70+ 21.88% |
$127K - $139K
|
390
$696K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
59+ 0.11% |
$107K - $117K
|
54.9K
$98.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56+ 15.69% |
$102K - $111K
|
413
$737K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 0.67% |
$102K - $111K
|
8.47K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
52+ 9.65% |
$94.6K - $103K
|
591
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 2.6% |
$87.3K - $95.2K
|
1.9K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44+ 10.45% |
$80K - $87.3K
|
465
$830K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41+ 6.42% |
$74.6K - $81.3K
|
680
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 8.15% |
$67.3K - $73.4K
|
491
$876K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
32+ 4.55% |
$58.2K - $63.5K
|
736
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
30+ 5.7% |
$54.6K - $59.5K
|
556
$992K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
30+ 2.74% |
$54.6K - $59.5K
|
1.13K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29+ 5.86% |
$52.7K - $57.5K
|
524
$935K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
29+ 28.16% |
$52.7K - $57.5K
|
132
$236K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27+ 9.54% |
$49.1K - $53.5K
|
310
$553K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27+ 19.85% |
$49.1K - $53.5K
|
163
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26+ 866.67% |
$47.3K - $51.6K
|
29
$51.8K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 11.16% |
$45.5K - $49.6K
|
249
$444K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 17.24% |
$45.5K - $49.6K
|
170
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 39.34% |
$43.6K - $47.6K
|
85
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23+ 20.18% |
$41.8K - $45.6K
|
137
$245K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
20+ 3.41% |
$36.4K - $39.7K
|
607
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 425.0% |
$30.9K - $33.7K
|
21
$37.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
17+ 1.26% |
$30.9K - $33.7K
|
1.37K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 4.21% |
$29.1K - $31.7K
|
396
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 36.11% |
$23.6K - $25.8K
|
49
$87.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12New |
$21.8K - $23.8K
|
12
$21.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
12+ 3.48% |
$21.8K - $23.8K
|
357
$637K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11+ 1.89% |
$20K - $21.8K
|
592
$1.06M
|