Purchases and Sales Made in Q3 2023 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
187+ 1.84% |
$258K - $301K
|
10.4K
$20.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
187New |
$258K - $301K
|
187
$372K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
181New |
$250K - $291K
|
181
$360K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177New |
$244K - $284K
|
177
$352K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
166New |
$229K - $267K
|
166
$330K
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
153+ 56.67% |
$211K - $246K
|
423
$841K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
143New |
$197K - $230K
|
143
$284K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
142New |
$196K - $228K
|
142
$282K
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
140New |
$193K - $225K
|
140
$278K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
140+ 12.9% |
$193K - $225K
|
1.23K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
134New |
$185K - $215K
|
134
$266K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
131+ 37.54% |
$181K - $211K
|
480
$954K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124+ 14.24% |
$171K - $199K
|
995
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
110+ 11.54% |
$152K - $177K
|
1.06K
$2.11M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 1.8% |
$138K - $161K
|
5.65K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
98+ 13.32% |
$135K - $157K
|
834
$1.66M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
92New |
$127K - $148K
|
92
$183K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 239.47% |
$126K - $146K
|
129
$256K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
86+ 34.13% |
$119K - $138K
|
338
$672K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81+ 2.36% |
$112K - $130K
|
3.52K
$6.99M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79+ 23.03% |
$109K - $127K
|
422
$839K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
75+ 12.42% |
$104K - $121K
|
679
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
67New |
$92.5K - $108K
|
67
$133K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50+ 12.22% |
$69K - $80.4K
|
459
$913K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 12.73% |
$66.2K - $77.1K
|
425
$845K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38+ 5.51% |
$52.4K - $61.1K
|
728
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34+ 2.05% |
$46.9K - $54.6K
|
1.69K
$3.36M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32+ 8.29% |
$44.2K - $51.4K
|
418
$831K
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
27+ 18.62% |
$37.3K - $43.4K
|
172
$342K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25+ 13.09% |
$34.5K - $40.2K
|
216
$429K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25+ 15.15% |
$34.5K - $40.2K
|
190
$378K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 16.33% |
$33.1K - $38.6K
|
171
$340K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
23+ 2.13% |
$31.7K - $37K
|
1.1K
$2.2M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21+ 11.48% |
$29K - $33.7K
|
204
$406K
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
20+ 1.16% |
$27.6K - $32.1K
|
1.75K
$3.47M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 2.56% |
$27.6K - $32.1K
|
800
$1.59M
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
20+ 500.0% |
$27.6K - $32.1K
|
24
$47.7K
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
20+ 500.0% |
$27.6K - $32.1K
|
24
$47.7K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 1.74% |
$26.2K - $30.5K
|
1.11K
$2.21M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 37.5% |
$24.8K - $28.9K
|
66
$131K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 29.82% |
$23.5K - $27.3K
|
74
$147K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 29.82% |
$23.5K - $27.3K
|
74
$147K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17+ 3.1% |
$23.5K - $27.3K
|
566
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16New |
$22.1K - $25.7K
|
16
$31.8K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16+ 0.91% |
$22.1K - $25.7K
|
1.77K
$3.52M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
14+ 1.09% |
$19.3K - $22.5K
|
1.3K
$2.58M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
13+ 5.83% |
$17.9K - $20.9K
|
236
$469K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
12New |
$16.6K - $19.3K
|
12
$23.9K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 18.97% |
$15.2K - $17.7K
|
69
$137K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 61.54% |
$11K - $12.9K
|
21
$41.8K
|