Purchases and Sales Made in Q2 2023 in White Mountains Insurance Group LTD (WTM)

WTM Quotes by TradingView

This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q2 2023. 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 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
178
+ 7.44%
$235K - $271K
2.57K $4.81M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
178
+ 7.44%
$235K - $271K
2.57K $4.81M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
178
New
$235K - $271K
178 $333K
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
161
New
$212K - $246K
161 $301K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
147
+ 9.3%
$194K - $224K
1.73K $3.23M
Jul 20, 2023 Q2 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
145
New
$191K - $221K
145 $271K
Jul 27, 2023 Q2 2023
New York State Teachers Retirement System

BUY
 -
141
New
$186K - $215K
141 $264K
Aug 14, 2023 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
141
+ 55.95%
$186K - $215K
393 $735K
Aug 14, 2023 Q2 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
140
+ 18.89%
$185K - $214K
881 $1.65M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
89
+ 8.87%
$117K - $136K
1.09K $2.04M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
67
+ 42.95%
$88.4K - $102K
223 $417K
Aug 09, 2023 Q2 2023
Equitable Trust CO

BUY
 -
66
+ 44.0%
$87.1K - $101K
216 $404K
Aug 14, 2023 Q2 2023
Elkhorn Partners Limited Partnership

Omaha, NE
BUY
 -
65
+ 0.36%
$85.7K - $99.1K
18.1K $33.8M
Jul 11, 2023 Q2 2023
Harbor Capital Advisors, Inc.

BUY
 -
65
New
$85.7K - $99.1K
65 $121K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
64
+ 2.72%
$84.4K - $97.6K
2.42K $4.52M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
63
+ 3.25%
$83.1K - $96.1K
2K $3.75M
Apr 29, 2024 Q2 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
49
New
$64.6K - $74.7K
49 $91.6K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
48
+ 13.3%
$63.3K - $73.2K
409 $764K
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

BUY
 -
46
+ 17.69%
$60.7K - $70.2K
306 $572K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
38
+ 3.45%
$50.1K - $58K
1.14K $2.13M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
38
New
$50.1K - $58K
38 $71K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

BUY
 -
36
+ 10.43%
$47.5K - $54.9K
381 $712K
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
36
+ 0.16%
$47.5K - $54.9K
22.4K $41.9M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
27
+ 22.5%
$35.6K - $41.2K
147 $275K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
25
+ 3.31%
$33K - $38.1K
780 $1.46M
Aug 07, 2023 Q2 2023
New York State Common Retirement Fund

BUY
 -
20
+ 0.56%
$26.4K - $30.5K
3.58K $6.7M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
18
+ 4.19%
$23.7K - $27.5K
448 $837K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
17
+ 106.25%
$22.4K - $25.9K
33 $61.7K
Jul 19, 2023 Q2 2023
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
15
+ 2.55%
$19.8K - $22.9K
604 $1.13M
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
13
+ 52.0%
$17.1K - $19.8K
38 $71K
Jul 24, 2023 Q2 2023
Ellsworth Advisors, LLC

BUY
 -
11
+ 3.58%
$14.5K - $16.8K
318 $594K
Jul 09, 2024 Q2 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
11
+ 8.21%
$14.5K - $16.8K
145 $271K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
10
New
$13.2K - $15.3K
10 $18.7K
Aug 03, 2023 Q2 2023
Highlander Partners, L.P.

BUY
 -
10
+ 3.7%
$13.2K - $15.3K
280 $523K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
8
+ 0.49%
$10.6K - $12.2K
1.66K $3.1M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
8
+ 2.87%
$10.6K - $12.2K
287 $536K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
8
New
$10.6K - $12.2K
8 $15K
Aug 09, 2023 Q2 2023
California Public Employees Retirement System

Sacramento, CA
BUY
 -
7
+ 0.05%
$9.23K - $10.7K
13.9K $25.9M
Aug 01, 2023 Q2 2023
Reinhart Partners, Inc.

BUY
 -
7
+ 0.02%
$9.23K - $10.7K
40.1K $75M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
7
New
$9.23K - $10.7K
7 $13.1K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
6
+ 0.27%
$7.91K - $9.15K
2.24K $4.18M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
5
+ 500.0%
$6.6K - $7.63K
6 $11.2K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4
+ 1.92%
$5.28K - $6.1K
212 $396K
Aug 08, 2023 Q2 2023
Gladius Capital Management LP

Chicago, IL
BUY
 -
4
New
$5.28K - $6.1K
4 $7.48K
Aug 02, 2023 Q2 2023
Hudson Value Partners, LLC

BUY
 -
4
+ 1.78%
$5.28K - $6.1K
229 $428K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3
+ 50.0%
$3.96K - $4.58K
9 $16.8K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
2
+ 3.57%
$2.64K - $3.05K
58 $108K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 9.09%
$1.32K - $1.53K
12 $22.4K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1
+ 9.09%
$1.32K - $1.53K
12 $22.4K

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