Purchases and Sales Made in Q4 2023 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
155New |
$221K - $240K
|
155
$306K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
150New |
$214K - $233K
|
150
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
143New |
$204K - $222K
|
143
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
142+ 8.86% |
$202K - $220K
|
1.75K
$3.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
141New |
$201K - $219K
|
141
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
139New |
$198K - $216K
|
139
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
138New |
$197K - $214K
|
138
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
130+ 2.97% |
$185K - $202K
|
4.5K
$8.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106New |
$151K - $164K
|
106
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
102+ 8.99% |
$145K - $158K
|
1.24K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
98+ 13.46% |
$140K - $152K
|
826
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
97+ 1.93% |
$138K - $150K
|
5.11K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
91+ 11.38% |
$130K - $141K
|
891
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
87+ 7.83% |
$124K - $135K
|
1.2K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
86+ 8.09% |
$123K - $133K
|
1.15K
$2.27M
|
|
|
Feb 23, 2024
Q4 2023
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
86+ 0.67% |
$123K - $133K
|
13K
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72+ 39.78% |
$103K - $112K
|
253
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72+ 4.51% |
$103K - $112K
|
1.67K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
62+ 4.77% |
$88.4K - $96.2K
|
1.36K
$2.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
BUY
|
- |
54+ 6.47% |
$77K - $83.8K
|
888
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
54+ 6.47% |
$77K - $83.8K
|
888
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52+ 2.9% |
$74.1K - $80.7K
|
1.85K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 50.0% |
$74.1K - $80.7K
|
156
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
50New |
$71.3K - $77.6K
|
50
$98.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$71.3K - $77.6K
|
50
$98.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 2.83% |
$59.9K - $65.2K
|
1.53K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
41+ 1.27% |
$58.4K - $63.6K
|
3.27K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
30New |
$42.8K - $46.5K
|
30
$59.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29+ 15.26% |
$41.3K - $45K
|
219
$432K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
28+ 2.66% |
$39.9K - $43.4K
|
1.08K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28+ 14.21% |
$39.9K - $43.4K
|
225
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
27+ 7.07% |
$38.5K - $41.9K
|
409
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
27+ 3.04% |
$38.5K - $41.9K
|
916
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26+ 0.01% |
$37.1K - $40.3K
|
253K
$500M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 5.0% |
$35.6K - $38.8K
|
525
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24+ 2.39% |
$34.2K - $37.2K
|
1.03K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22New |
$31.4K - $34.1K
|
22
$43.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22+ 1.3% |
$31.4K - $34.1K
|
1.71K
$3.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21New |
$29.9K - $32.6K
|
21
$41.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
20+ 1.15% |
$28.5K - $31K
|
1.77K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19New |
$27.1K - $29.5K
|
19
$37.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17New |
$24.2K - $26.4K
|
17
$33.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
16+ 9.3% |
$22.8K - $24.8K
|
188
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
15+ 1.22% |
$21.4K - $23.3K
|
1.24K
$2.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
15+ 5.58% |
$21.4K - $23.3K
|
284
$560K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
13New |
$18.5K - $20.2K
|
13
$25.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
13New |
$18.5K - $20.2K
|
13
$25.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10+ 6.21% |
$14.3K - $15.5K
|
171
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 128.57% |
$12.8K - $14K
|
16
$31.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
9New |
$12.8K - $14K
|
9
$17.7K
|