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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 16.3% |
$37.2K - $41.2K
|
157
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19+ 3.7% |
$32.1K - $35.6K
|
533
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
17+ 3.31% |
$28.7K - $31.8K
|
530
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
16+ 5.08% |
$27K - $29.9K
|
331
$588K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 62.5% |
$25.3K - $28.1K
|
39
$69.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
14+ 7.29% |
$23.6K - $26.2K
|
206
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14+ 0.86% |
$23.6K - $26.2K
|
1.65K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 9.92% |
$20.3K - $22.5K
|
133
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
12+ 7.02% |
$20.3K - $22.5K
|
183
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.05% |
$20.3K - $22.5K
|
24.8K
$44.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
11+ 1.56% |
$18.6K - $20.6K
|
715
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10+ 25.0% |
$16.9K - $18.7K
|
50
$88.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 250.0% |
$16.9K - $18.7K
|
14
$24.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9New |
$15.2K - $16.8K
|
9
$16K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 5.42% |
$15.2K - $16.8K
|
175
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 56.25% |
$15.2K - $16.8K
|
25
$44.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 700.0% |
$11.8K - $13.1K
|
8
$14.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.71% |
$11.8K - $13.1K
|
999
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7+ 6.09% |
$11.8K - $13.1K
|
122
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7+ 4.93% |
$11.8K - $13.1K
|
149
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 21.21% |
$11.8K - $13.1K
|
40
$71.1K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 2.87% |
$10.1K - $11.2K
|
215
$382K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$10.1K - $11.2K
|
6
$10.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 0.08% |
$8.44K - $9.36K
|
5.9K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 41.67% |
$8.44K - $9.36K
|
17
$30.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
5+ 4.1% |
$8.44K - $9.36K
|
127
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$8.44K - $9.36K
|
5
$8.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$6.76K - $7.49K
|
4
$7.11K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
3+ 2.46% |
$5.07K - $5.61K
|
125
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.57% |
$5.07K - $5.61K
|
530
$942K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 2.14% |
$5.07K - $5.61K
|
143
$254K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 14.29% |
$5.07K - $5.61K
|
24
$42.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 5.36% |
$5.07K - $5.61K
|
59
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2+ 0.69% |
$3.38K - $3.74K
|
290
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2+ 0.2% |
$3.38K - $3.74K
|
989
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 20.0% |
$1.69K - $1.87K
|
6
$10.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.56% |
$1.69K - $1.87K
|
179
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 14.29% |
$1.69K - $1.87K
|
8
$14.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$1.69K - $1.87K
|
1
$1.78K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 9.09% |
$1.69K - $1.87K
|
10
$17.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 2.86% |
$1.69K - $1.87K
|
34
$60.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.75% |
$1.69K - $1.87K
|
133
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-2- 0.85% |
$3.38K - $3.74K
|
232
$412K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.74% |
$3.38K - $3.74K
|
71
$126K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3- 0.53% |
$5.07K - $5.61K
|
565
$1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3- 11.11% |
$5.07K - $5.61K
|
24
$42.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3- 1.49% |
$5.07K - $5.61K
|
199
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 13.64% |
$5.07K - $5.61K
|
19
$33.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-4- 0.12% |
$6.76K - $7.49K
|
3.29K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4- 8.16% |
$6.76K - $7.49K
|
45
$80K
|