Purchases and Sales Made in Q3 2022 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
115+ 8.36% |
$135K - $160K
|
1.49K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
112+ 25.81% |
$132K - $156K
|
546
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110+ 23.26% |
$129K - $153K
|
583
$1.13M
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
108+ 4.82% |
$127K - $150K
|
2.35K
$4.54M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
103+ 0.91% |
$121K - $144K
|
11.5K
$22.1M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
100+ 2.94% |
$118K - $139K
|
3.51K
$6.77M
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
83+ 1.84% |
$97.7K - $116K
|
4.59K
$8.87M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
63+ 19.21% |
$74.1K - $87.8K
|
391
$756K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
60+ 35.29% |
$70.6K - $83.6K
|
230
$444K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
50+ 21.28% |
$58.8K - $69.7K
|
285
$551K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45+ 4.25% |
$53K - $62.7K
|
1.1K
$2.13M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
42+ 17.28% |
$49.4K - $58.5K
|
285
$551K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
40+ 12.38% |
$47.1K - $55.7K
|
363
$701K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
39+ 3.83% |
$45.9K - $54.3K
|
1.06K
$2.04M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
36+ 1.63% |
$42.4K - $50.2K
|
2.25K
$4.34M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33+ 73.33% |
$38.8K - $46K
|
78
$151K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29+ 1.44% |
$34.1K - $40.4K
|
2.05K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28+ 2.64% |
$33K - $39K
|
1.09K
$2.1M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25+ 250.0% |
$29.4K - $34.8K
|
35
$67.6K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
24+ 0.58% |
$28.2K - $33.4K
|
4.16K
$8.04M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
19+ 6.4% |
$22.4K - $26.5K
|
316
$611K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
16+ 1.48% |
$18.8K - $22.3K
|
1.1K
$2.12M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 4.97% |
$17.7K - $20.9K
|
317
$613K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
13+ 8.07% |
$15.3K - $18.1K
|
174
$336K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 3.63% |
$15.3K - $18.1K
|
371
$717K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12+ 109.09% |
$14.1K - $16.7K
|
23
$44.4K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10+ 0.68% |
$11.8K - $13.9K
|
1.48K
$2.86M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$9.42K - $11.1K
|
8
$15.5K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 11.54% |
$7.06K - $8.36K
|
58
$112K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 4.8% |
$7.06K - $8.36K
|
131
$253K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$7.06K - $8.36K
|
6
$11.6K
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
5+ 2.22% |
$5.88K - $6.97K
|
230
$444K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 4.59% |
$5.88K - $6.97K
|
114
$220K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$5.88K - $6.97K
|
5
$9.66K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 11.9% |
$5.88K - $6.97K
|
47
$90.8K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 1.95% |
$5.88K - $6.97K
|
261
$504K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 9.76% |
$4.71K - $5.57K
|
45
$87K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 57.14% |
$4.71K - $5.57K
|
11
$21.3K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2New |
$2.35K - $2.79K
|
2
$3.86K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 14.29% |
$2.35K - $2.79K
|
16
$30.9K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 6.25% |
$1.18K - $1.39K
|
17
$32.9K
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
1+ 0.44% |
$1.18K - $1.39K
|
228
$441K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$1.18K - $1.39K
|
1
$1.93K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 33.33% |
$1.18K - $1.39K
|
4
$7.73K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$1.18K - $1.39K
|
1
$1.93K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 1.96% |
$1.18K - $1.39K
|
50
$96.6K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 12.5% |
$1.18K - $1.39K
|
7
$13.5K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 6.25% |
$1.18K - $1.39K
|
15
$29K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2- 66.67% |
$2.35K - $2.79K
|
1
$1.93K
|