Purchases and Sales Made in Q2 2023 in White Mountains Insurance Group LTD (WTM)
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 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 6.25% |
$1.32K - $1.53K
|
17
$31.8K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 1.67% |
$1.32K - $1.53K
|
59
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 14.29% |
$1.32K - $1.53K
|
6
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- 0.08% |
$1.32K - $1.53K
|
1.24K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 20.0% |
$1.32K - $1.53K
|
4
$7.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2- 0.9% |
$2.64K - $3.05K
|
219
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 2.24% |
$3.96K - $4.58K
|
131
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3- 5.77% |
$3.96K - $4.58K
|
49
$91.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-3- 0.17% |
$3.96K - $4.58K
|
1.73K
$3.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 1.96% |
$3.96K - $4.58K
|
150
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 1.15% |
$5.28K - $6.1K
|
343
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4- 1.25% |
$5.28K - $6.1K
|
315
$589K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4- 15.38% |
$5.28K - $6.1K
|
22
$41.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 35.71% |
$6.6K - $7.63K
|
9
$16.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 9.43% |
$6.6K - $7.63K
|
48
$89.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7- 0.65% |
$9.23K - $10.7K
|
1.07K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7- 0.04% |
$9.23K - $10.7K
|
17.4K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8- 0.62% |
$10.6K - $12.2K
|
1.29K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-8- 3.81% |
$10.6K - $12.2K
|
202
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 1.28% |
$11.9K - $13.7K
|
693
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-10- 0.91% |
$13.2K - $15.3K
|
1.09K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10- 0.58% |
$13.2K - $15.3K
|
1.72K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16- 0.9% |
$21.1K - $24.4K
|
1.76K
$3.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 1.65% |
$23.7K - $27.5K
|
1.07K
$2M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-19- 9.05% |
$25.1K - $29K
|
191
$357K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-20- 83.33% |
$26.4K - $30.5K
|
4
$7.48K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-25- 3.35% |
$33K - $38.1K
|
721
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27- 9.68% |
$35.6K - $41.2K
|
252
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-27- 0.12% |
$35.6K - $41.2K
|
23.1K
$43.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-32- 1.22% |
$42.2K - $48.8K
|
2.58K
$4.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-34- 2.71% |
$44.8K - $51.9K
|
1.22K
$2.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-35- 0.69% |
$46.2K - $53.4K
|
5.02K
$9.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-36- 12.12% |
$47.5K - $54.9K
|
261
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-38- 9.16% |
$50.1K - $58K
|
377
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-41- 0.83% |
$54.1K - $62.5K
|
4.91K
$9.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 30.22% |
$55.4K - $64.1K
|
97
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44- 2.45% |
$58K - $67.1K
|
1.76K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-50- 14.29% |
$66K - $76.3K
|
300
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52- 7.01% |
$68.6K - $79.3K
|
690
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-54- 13.4% |
$71.2K - $82.4K
|
349
$652K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-71- 27.95% |
$93.7K - $108K
|
183
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-79- 7.35% |
$104K - $120K
|
996
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 66.67% |
$106K - $122K
|
40
$74.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-83- 36.4% |
$109K - $127K
|
145
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-96- 45.5% |
$127K - $146K
|
115
$215K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 72.26% |
$131K - $151K
|
38
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 64.1% |
$132K - $153K
|
56
$105K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106- 9.23% |
$140K - $162K
|
1.04K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-106- 89.08% |
$140K - $162K
|
13
$24.3K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-109- 3.41% |
$144K - $166K
|
3.09K
$5.78M
|