Purchases and Sales Made in Q2 2024 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q2 2024. 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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
165+ 29.68% |
$279K - $309K
|
721
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
164New |
$277K - $307K
|
164
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
159+ 39.75% |
$269K - $298K
|
559
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
142New |
$240K - $266K
|
142
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
141+ 5.46% |
$238K - $264K
|
2.72K
$5.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
139New |
$235K - $260K
|
139
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
136New |
$230K - $255K
|
136
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
135New |
$228K - $253K
|
135
$266K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135New |
$228K - $253K
|
135
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 7.73% |
$209K - $232K
|
1.73K
$3.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
120+ 53.81% |
$203K - $225K
|
343
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117+ 24.22% |
$198K - $219K
|
600
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
111+ 35.24% |
$187K - $208K
|
426
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 57.59% |
$186K - $206K
|
301
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$181K - $200K
|
107
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
95+ 9.5% |
$160K - $178K
|
1.1K
$2.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
92New |
$155K - $172K
|
92
$181K
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
84+ 32.94% |
$142K - $157K
|
339
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
84+ 1400.0% |
$142K - $157K
|
90
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
81+ 6.5% |
$137K - $152K
|
1.33K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75+ 4.78% |
$127K - $140K
|
1.64K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74+ 52.11% |
$125K - $138K
|
216
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
72+ 42.6% |
$122K - $135K
|
241
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
63+ 12.5% |
$106K - $118K
|
567
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
57+ 4.33% |
$96.3K - $107K
|
1.37K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
55+ 18.52% |
$92.9K - $103K
|
352
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
51New |
$86.1K - $95.4K
|
51
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
49+ 2.93% |
$82.8K - $91.7K
|
1.72K
$3.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
47+ 3.35% |
$79.4K - $88K
|
1.45K
$2.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 1.98% |
$77.7K - $86.1K
|
2.37K
$4.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 24.47% |
$77.7K - $86.1K
|
234
$461K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
45New |
$76K - $84.2K
|
45
$88.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
38+ 7.21% |
$64.2K - $71.1K
|
565
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38+ 16.81% |
$64.2K - $71.1K
|
264
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35New |
$59.1K - $65.5K
|
35
$69K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35+ 3.32% |
$59.1K - $65.5K
|
1.09K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
35+ 7.29% |
$59.1K - $65.5K
|
515
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 15.0% |
$50.7K - $56.1K
|
230
$453K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29+ 5.22% |
$49K - $54.3K
|
585
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27+ 22.13% |
$45.6K - $50.5K
|
149
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 8.07% |
$43.9K - $48.7K
|
348
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25+ 5.61% |
$42.2K - $46.8K
|
471
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
23New |
$38.8K - $43K
|
23
$45.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
23+ 8.1% |
$38.8K - $43K
|
307
$605K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 16.3% |
$37.2K - $41.2K
|
157
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 70.97% |
$37.2K - $41.2K
|
53
$104K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19+ 3.7% |
$32.1K - $35.6K
|
533
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
17+ 3.31% |
$28.7K - $31.8K
|
530
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
16+ 5.08% |
$27K - $29.9K
|
331
$653K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 62.5% |
$25.3K - $28.1K
|
39
$76.9K
|