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 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 6.67% |
$1.29K - $1.42K
|
16
$30.9K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.48% |
$1.29K - $1.42K
|
208
$402K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 2.0% |
$1.29K - $1.42K
|
51
$98.6K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$1.29K - $1.42K
|
1
$1.93K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$1.29K - $1.42K
|
1
$1.93K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$1.29K - $1.42K
|
3
$5.8K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$1.29K - $1.42K
|
5
$9.66K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 12.5% |
$2.58K - $2.85K
|
14
$27.1K
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-3- 0.43% |
$3.87K - $4.27K
|
699
$1.35M
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3- 0.99% |
$3.87K - $4.27K
|
299
$578K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4- 13.33% |
$5.16K - $5.69K
|
26
$50.2K
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-5- 2.17% |
$6.45K - $7.11K
|
225
$435K
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6- 10.34% |
$7.75K - $8.54K
|
52
$100K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6- 1.6% |
$7.75K - $8.54K
|
370
$715K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7- 6.73% |
$9.04K - $9.96K
|
97
$187K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9- 0.85% |
$11.6K - $12.8K
|
1.05K
$2.03M
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-9- 2.51% |
$11.6K - $12.8K
|
349
$674K
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-10- 1.62% |
$12.9K - $14.2K
|
608
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-11- 6.32% |
$14.2K - $15.7K
|
163
$315K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12- 4.8% |
$15.5K - $17.1K
|
238
$460K
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14- 1.32% |
$18.1K - $19.9K
|
1.04K
$2.02M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-15- 2.19% |
$19.4K - $21.3K
|
670
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18- 6.92% |
$23.2K - $25.6K
|
242
$468K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 91.3% |
$27.1K - $29.9K
|
2
$3.86K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 1.99% |
$28.4K - $31.3K
|
1.08K
$2.09M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23- 9.43% |
$29.7K - $32.7K
|
221
$427K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23- 14.2% |
$29.7K - $32.7K
|
139
$269K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25- 13.97% |
$32.3K - $35.6K
|
154
$298K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25- 71.43% |
$32.3K - $35.6K
|
10
$19.3K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26- 2.18% |
$33.6K - $37K
|
1.17K
$2.26M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-27- 5.2% |
$34.9K - $38.4K
|
492
$951K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28- 2.17% |
$36.1K - $39.8K
|
1.26K
$2.44M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-28- 9.43% |
$36.1K - $39.8K
|
269
$520K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 15.54% |
$38.7K - $42.7K
|
163
$315K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-37- 7.52% |
$47.8K - $52.6K
|
455
$879K
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-38- 2.15% |
$49.1K - $54.1K
|
1.73K
$3.34M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-39- 15.85% |
$50.3K - $55.5K
|
207
$400K
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-40- 11.02% |
$51.6K - $56.9K
|
323
$624K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 67.95% |
$68.4K - $75.4K
|
25
$48.3K
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-61- 1.37% |
$78.7K - $86.8K
|
4.38K
$8.47M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-63- 12.14% |
$81.3K - $89.6K
|
456
$881K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-64- 20.25% |
$82.6K - $91.1K
|
252
$487K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-74- 3.59% |
$95.5K - $105K
|
1.99K
$3.84M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 20.66% |
$96.8K - $107K
|
288
$557K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76- 1.14% |
$98.1K - $108K
|
6.59K
$12.7M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-84- 10.38% |
$108K - $120K
|
725
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-93- 1.53% |
$120K - $132K
|
5.99K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-93- 2.79% |
$120K - $132K
|
3.24K
$6.26M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-95- 6.49% |
$123K - $135K
|
1.37K
$2.64M
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-98- 7.67% |
$127K - $139K
|
1.18K
$2.28M
|