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 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
8+ 1.11% |
$11K - $12.9K
|
729
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.8K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 7.22% |
$9.66K - $11.2K
|
104
$190K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7New |
$9.66K - $11.2K
|
7
$12.8K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 600.0% |
$8.28K - $9.64K
|
7
$12.8K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 1.74% |
$6.9K - $8.04K
|
292
$533K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 8.47% |
$6.9K - $8.04K
|
64
$117K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5+ 0.1% |
$6.9K - $8.04K
|
4.92K
$8.98M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4+ 3.33% |
$5.52K - $6.43K
|
124
$226K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 1.88% |
$5.52K - $6.43K
|
217
$396K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4New |
$5.52K - $6.43K
|
4
$7.3K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3+ 11.11% |
$4.14K - $4.82K
|
30
$54.8K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 50.0% |
$2.76K - $3.21K
|
6
$11K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 5.41% |
$2.76K - $3.21K
|
39
$71.2K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 1.21% |
$2.76K - $3.21K
|
167
$305K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2New |
$2.76K - $3.21K
|
2
$3.65K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 33.33% |
$2.76K - $3.21K
|
8
$14.6K
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 2.04% |
$1.38K - $1.61K
|
50
$91.3K
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 2.04% |
$1.38K - $1.61K
|
50
$91.3K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$1.38K - $1.61K
|
11
$20.1K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$1.38K - $1.61K
|
1
$1.83K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 8.33% |
$1.38K - $1.61K
|
11
$20.1K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 4.55% |
$1.38K - $1.61K
|
21
$38.3K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.63% |
$2.76K - $3.21K
|
313
$572K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 20.0% |
$2.76K - $3.21K
|
8
$14.6K
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.63% |
$2.76K - $3.21K
|
313
$572K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2- 3.85% |
$2.76K - $3.21K
|
50
$91.3K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 13.16% |
$6.9K - $8.04K
|
33
$60.3K
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6- 0.12% |
$8.28K - $9.64K
|
5.02K
$9.16M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6- 0.53% |
$8.28K - $9.64K
|
1.13K
$2.07M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 2.83% |
$8.28K - $9.64K
|
206
$376K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8- 3.21% |
$11K - $12.9K
|
241
$440K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-14- 28.0% |
$19.3K - $22.5K
|
36
$65.7K
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-14- 6.48% |
$19.3K - $22.5K
|
202
$369K
|
|
Nov 20, 2023
Q3 2023
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-15- 0.12% |
$20.7K - $24.1K
|
12.9K
$23.6M
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-15- 2.23% |
$20.7K - $24.1K
|
659
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18- 4.02% |
$24.8K - $28.9K
|
430
$785K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20- 1.14% |
$27.6K - $32.1K
|
1.74K
$3.18M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21- 1.05% |
$29K - $33.7K
|
1.98K
$3.62M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23- 10.5% |
$31.7K - $37K
|
196
$358K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-25- 0.57% |
$34.5K - $40.2K
|
4.37K
$7.98M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26- 2.37% |
$35.9K - $41.8K
|
1.07K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26- 8.5% |
$35.9K - $41.8K
|
280
$511K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28- 6.83% |
$38.6K - $45K
|
382
$698K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39- 3.74% |
$53.8K - $62.7K
|
1K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-39- 3.66% |
$53.8K - $62.7K
|
1.03K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 5.92% |
$56.6K - $65.9K
|
652
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-43- 14.33% |
$59.3K - $69.1K
|
257
$469K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-51- 1.1% |
$70.4K - $82K
|
4.6K
$8.4M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-52- 4.85% |
$71.8K - $83.6K
|
1.02K
$1.86M
|