Purchases and Sales Made in Q2 2022 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
108+ 635.29% |
$112K - $139K
|
125
$249K
|
|
Aug 12, 2022
Q2 2022
|
Southeastern Asset Management Inc
Memphis, TN |
BUY
|
- |
100+ 0.08% |
$104K - $128K
|
126K
$250M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97+ 10.07% |
$101K - $124K
|
1.06K
$2.11M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 12.66% |
$91.7K - $113K
|
783
$1.56M
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
84+ 18.3% |
$87.5K - $108K
|
543
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83+ 21.28% |
$86.5K - $106K
|
473
$940K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77+ 38.5% |
$80.2K - $98.8K
|
277
$551K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65+ 22.18% |
$67.7K - $83.4K
|
358
$712K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
63+ 3.27% |
$65.6K - $80.8K
|
1.99K
$3.95M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 2.73% |
$53.1K - $65.4K
|
1.92K
$3.82M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 15.11% |
$49K - $60.3K
|
358
$712K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41New |
$42.7K - $52.6K
|
41
$81.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
40New |
$41.7K - $51.3K
|
40
$79.5K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39+ 17.97% |
$40.6K - $50K
|
256
$509K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
39+ 18.31% |
$40.6K - $50K
|
252
$501K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
36+ 12.77% |
$37.5K - $46.2K
|
318
$632K
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
34+ 9.94% |
$35.4K - $43.6K
|
376
$748K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
28+ 21.05% |
$29.2K - $35.9K
|
161
$320K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
28+ 0.36% |
$29.2K - $35.9K
|
7.71K
$15.3M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25New |
$26K - $32.1K
|
25
$49.7K
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
25+ 2.92% |
$26K - $32.1K
|
882
$1.75M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
21+ 100.0% |
$21.9K - $26.9K
|
42
$83.5K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
20+ 0.91% |
$20.8K - $25.7K
|
2.21K
$4.4M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16New |
$16.7K - $20.5K
|
16
$31.8K
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14+ 4.95% |
$14.6K - $18K
|
297
$591K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$10.4K - $12.8K
|
10
$19.9K
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10+ 62.5% |
$10.4K - $12.8K
|
26
$51.7K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 31.25% |
$10.4K - $12.8K
|
42
$83.5K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9+ 17.31% |
$9.37K - $11.5K
|
61
$121K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 1.37% |
$7.29K - $8.98K
|
519
$1.03M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6New |
$6.25K - $7.7K
|
6
$11.9K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
5+ 9.62% |
$5.21K - $6.41K
|
57
$113K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 3.81% |
$4.17K - $5.13K
|
109
$217K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
4+ 400.0% |
$4.17K - $5.13K
|
5
$9.94K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$4.17K - $5.13K
|
6
$11.9K
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3New |
$3.12K - $3.85K
|
3
$5.97K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$3.12K - $3.85K
|
3
$5.97K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$2.08K - $2.57K
|
2
$3.98K
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 3.39% |
$2.08K - $2.57K
|
61
$121K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$2.08K - $2.57K
|
2
$3.98K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
2+ 0.25% |
$2.08K - $2.57K
|
818
$1.63M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1New |
$1.04K - $1.28K
|
1
$1.99K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$1.04K - $1.28K
|
7
$13.9K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 6.67% |
$1.04K - $1.28K
|
16
$31.8K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 12.5% |
$1.04K - $1.28K
|
9
$17.9K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1+ 0.2% |
$1.04K - $1.28K
|
501
$996K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 14.29% |
$1.04K - $1.28K
|
8
$15.9K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$1.04K - $1.28K
|
942
$1.87M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 11.11% |
$1.04K - $1.28K
|
10
$19.9K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|