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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 6.79% |
$20K - $21.8K
|
173
$309K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 90.91% |
$18.2K - $19.8K
|
21
$37.5K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$18.2K - $19.8K
|
10
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 10.59% |
$16.4K - $17.8K
|
94
$168K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9+ 3.7% |
$16.4K - $17.8K
|
252
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7+ 3.4% |
$12.7K - $13.9K
|
213
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 87.5% |
$12.7K - $13.9K
|
15
$26.8K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7New |
$12.7K - $13.9K
|
7
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 2.82% |
$9.09K - $9.92K
|
182
$325K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 2.82% |
$9.09K - $9.92K
|
182
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5+ 500.0% |
$9.09K - $9.92K
|
6
$10.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 2.45% |
$9.09K - $9.92K
|
209
$373K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 2.8% |
$7.27K - $7.93K
|
147
$262K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$5.46K - $5.95K
|
13
$23.2K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3New |
$5.46K - $5.95K
|
3
$5.35K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.35% |
$3.64K - $3.97K
|
574
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2+ 0.52% |
$3.64K - $3.97K
|
385
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2+ 1.52% |
$3.64K - $3.97K
|
134
$239K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 4.55% |
$1.82K - $1.98K
|
23
$41K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 2.27% |
$1.82K - $1.98K
|
45
$80.3K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.28% |
$1.82K - $1.98K
|
354
$632K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.71% |
$1.82K - $1.98K
|
141
$252K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$1.82K - $1.98K
|
4
$7.14K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$1.82K - $1.98K
|
2
$3.57K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$1.82K - $1.98K
|
1
$1.78K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.54% |
$1.82K - $1.98K
|
66
$118K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 2.94% |
$1.82K - $1.98K
|
33
$58.9K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.57% |
$1.82K - $1.98K
|
175
$312K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 14.29% |
$1.82K - $1.98K
|
6
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 33.33% |
$3.64K - $3.97K
|
4
$7.14K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2- 1.48% |
$3.64K - $3.97K
|
133
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 15.0% |
$5.46K - $5.95K
|
17
$30.3K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 2.42% |
$5.46K - $5.95K
|
121
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3- 2.34% |
$5.46K - $5.95K
|
125
$223K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3Closed |
$5.46K - $5.95K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 1.38% |
$5.46K - $5.95K
|
214
$382K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.52% |
$5.46K - $5.95K
|
569
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 42.86% |
$5.46K - $5.95K
|
4
$7.14K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4- 2.27% |
$7.27K - $7.93K
|
172
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 1.27% |
$7.27K - $7.93K
|
312
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4- 1.67% |
$7.27K - $7.93K
|
236
$421K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 19.05% |
$7.27K - $7.93K
|
17
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-4- 3.33% |
$7.27K - $7.93K
|
116
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 18.18% |
$10.9K - $11.9K
|
27
$48.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7- 15.22% |
$12.7K - $13.9K
|
39
$69.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 0.75% |
$14.5K - $15.9K
|
1.06K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-9- 1.21% |
$16.4K - $17.8K
|
737
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9- 2.37% |
$16.4K - $17.8K
|
371
$662K
|