Purchases and Sales Made in Q4 2021 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
99+ 19.76% |
$97.7K - $112K
|
600
$1.12M
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
95+ 6.54% |
$93.8K - $107K
|
1.55K
$2.89M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89+ 10.19% |
$87.8K - $100K
|
962
$1.8M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
88+ 4.56% |
$86.8K - $99.2K
|
2.02K
$3.77M
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
80New |
$79K - $90.2K
|
80
$150K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80+ 63.49% |
$79K - $90.2K
|
206
$385K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79+ 12.97% |
$78K - $89K
|
688
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75New |
$74K - $84.5K
|
75
$140K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
71+ 1.35% |
$70.1K - $80K
|
5.32K
$9.94M
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
64+ 4.42% |
$63.2K - $72.1K
|
1.51K
$2.83M
|
|
Feb 08, 2022
Q4 2021
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
63+ 0.35% |
$62.2K - $71K
|
17.9K
$33.5M
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
60+ 31.09% |
$59.2K - $67.6K
|
253
$473K
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
59New |
$58.2K - $66.5K
|
59
$110K
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
BUY
|
- |
47+ 2.37% |
$46.4K - $53K
|
2.03K
$3.79M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43+ 20.0% |
$42.4K - $48.5K
|
258
$482K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
41New |
$40.5K - $46.2K
|
41
$76.6K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
41New |
$40.5K - $46.2K
|
41
$76.6K
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40+ 0.81% |
$39.5K - $45.1K
|
4.96K
$9.27M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 13.09% |
$38.5K - $44K
|
337
$630K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
30+ 8.0% |
$29.6K - $33.8K
|
405
$757K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
25+ 6.74% |
$24.7K - $28.2K
|
396
$740K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
23+ 0.43% |
$22.7K - $25.9K
|
5.37K
$10M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 10.85% |
$22.7K - $25.9K
|
235
$439K
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
21+ 9.95% |
$20.7K - $23.7K
|
232
$434K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20New |
$19.7K - $22.5K
|
20
$37.4K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14New |
$13.8K - $15.8K
|
14
$26.2K
|
|
Feb 14, 2022
Q4 2021
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
14+ 0.06% |
$13.8K - $15.8K
|
22.1K
$41.3M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 8.0% |
$11.8K - $13.5K
|
162
$303K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12+ 0.09% |
$11.8K - $13.5K
|
12.7K
$23.8M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$8.88K - $10.1K
|
9
$16.8K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.49% |
$7.9K - $9.02K
|
1.64K
$3.07M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7+ 0.35% |
$6.91K - $7.89K
|
1.99K
$3.73M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 2.31% |
$4.93K - $5.64K
|
221
$413K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5+ 2.05% |
$4.93K - $5.64K
|
249
$465K
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5New |
$4.93K - $5.64K
|
5
$9.35K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 11.43% |
$3.95K - $4.51K
|
39
$72.9K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3New |
$2.96K - $3.38K
|
3
$5.61K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 40.0% |
$1.97K - $2.25K
|
7
$13.1K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$1.97K - $2.25K
|
2
$3.74K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.94% |
$987 - $1.13K
|
107
$200K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 12.5% |
$987 - $1.13K
|
9
$16.8K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$987 - $1.13K
|
1
$1.87K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1+ 14.29% |
$987 - $1.13K
|
8
$15K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2- 1.9% |
$1.97K - $2.25K
|
103
$193K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 15.79% |
$2.96K - $3.38K
|
16
$29.9K
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3- 1.58% |
$2.96K - $3.38K
|
187
$350K
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3- 8.82% |
$2.96K - $3.38K
|
31
$57.9K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4- 0.79% |
$3.95K - $4.51K
|
502
$938K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 6.58% |
$4.93K - $5.64K
|
71
$133K
|