Purchases and Sales Made in Q4 2022 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
150New |
$194K - $213K
|
150
$290K
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
150New |
$194K - $213K
|
150
$290K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
144New |
$186K - $205K
|
144
$278K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130+ 22.3% |
$168K - $185K
|
713
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
124+ 13.29% |
$160K - $176K
|
1.06K
$2.04M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
120New |
$155K - $171K
|
120
$232K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109+ 34.38% |
$141K - $155K
|
426
$823K
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
100+ 23.7% |
$129K - $142K
|
522
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
92+ 2.99% |
$119K - $131K
|
3.17K
$6.12M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
87+ 0.29% |
$112K - $124K
|
30.5K
$58.9M
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
85+ 12.88% |
$110K - $121K
|
745
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61New |
$78.7K - $86.8K
|
61
$118K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
52+ 1.48% |
$67.1K - $74K
|
3.56K
$6.87M
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
50+ 6.67% |
$64.5K - $71.1K
|
800
$1.55M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47+ 12.67% |
$60.7K - $66.9K
|
418
$808K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 62.22% |
$36.1K - $39.8K
|
73
$141K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26+ 8.28% |
$33.6K - $37K
|
340
$657K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
26+ 2600.0% |
$33.6K - $37K
|
27
$52.2K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 5.5% |
$31K - $34.1K
|
460
$889K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22+ 2.02% |
$28.4K - $31.3K
|
1.11K
$2.15M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21+ 7.37% |
$27.1K - $29.9K
|
306
$591K
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
21+ 0.17% |
$27.1K - $29.9K
|
12.3K
$23.8M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20+ 7.22% |
$25.8K - $28.5K
|
297
$574K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$24.5K - $27K
|
19
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18New |
$23.2K - $25.6K
|
18
$34.8K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18+ 4.37% |
$23.2K - $25.6K
|
430
$831K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16New |
$20.7K - $22.8K
|
16
$30.9K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 140.0% |
$18.1K - $19.9K
|
24
$46.4K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
13+ 1.19% |
$16.8K - $18.5K
|
1.11K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10+ 4.88% |
$12.9K - $14.2K
|
215
$415K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9New |
$11.6K - $12.8K
|
9
$17.4K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 3.45% |
$11.6K - $12.8K
|
270
$522K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$15.5K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$15.5K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 17.02% |
$10.3K - $11.4K
|
55
$106K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8New |
$10.3K - $11.4K
|
8
$15.5K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
7+ 1.92% |
$9.04K - $9.96K
|
372
$719K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$7.75K - $8.54K
|
6
$11.6K
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
6+ 2.63% |
$7.75K - $8.54K
|
234
$452K
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
5+ 2.16% |
$6.45K - $7.11K
|
237
$458K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 29.41% |
$6.45K - $7.11K
|
22
$42.5K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
3+ 0.01% |
$3.87K - $4.27K
|
21.3K
$41.2M
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$2.58K - $2.85K
|
2
$3.86K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.75% |
$2.58K - $2.85K
|
116
$224K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 5.0% |
$2.58K - $2.85K
|
42
$81.2K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$2.58K - $2.85K
|
2
$3.86K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 3.39% |
$2.58K - $2.85K
|
61
$118K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 10.0% |
$1.29K - $1.42K
|
11
$21.3K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$1.29K - $1.42K
|
194
$375K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1+ 0.23% |
$1.29K - $1.42K
|
439
$848K
|