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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 38.1% |
$11.4K - $12.4K
|
29
$57.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8+ 2.13% |
$11.4K - $12.4K
|
383
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 6.2% |
$11.4K - $12.4K
|
137
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8New |
$11.4K - $12.4K
|
8
$15.9K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$9.98K - $10.9K
|
7
$13.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 3.24% |
$9.98K - $10.9K
|
223
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 66.67% |
$8.55K - $9.31K
|
15
$29.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 2.18% |
$8.55K - $9.31K
|
281
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
6New |
$8.55K - $9.31K
|
6
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5+ 1.04% |
$7.13K - $7.76K
|
484
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$7.13K - $7.76K
|
5
$9.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4+ 0.77% |
$5.7K - $6.21K
|
523
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 66.67% |
$5.7K - $6.21K
|
10
$19.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 12.12% |
$5.7K - $6.21K
|
37
$73.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$5.7K - $6.21K
|
4
$7.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3New |
$4.28K - $4.65K
|
3
$5.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 42.86% |
$4.28K - $4.65K
|
10
$19.9K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.97% |
$2.85K - $3.1K
|
208
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2New |
$2.85K - $3.1K
|
2
$3.98K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.17% |
$2.85K - $3.1K
|
173
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.76% |
$1.43K - $1.55K
|
132
$262K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.22% |
$1.43K - $1.55K
|
451
$897K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1+ 0.03% |
$1.43K - $1.55K
|
3.08K
$6.13M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.35% |
$1.43K - $1.55K
|
75
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$1.43K - $1.55K
|
2
$3.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.35% |
$1.43K - $1.55K
|
75
$149K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1New |
$1.43K - $1.55K
|
1
$1.99K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1New |
$1.43K - $1.55K
|
1
$1.99K
|
|
|
Feb 14, 2024
Q4 2023
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1New |
$1.43K - $1.55K
|
1
$1.99K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.56% |
$1.43K - $1.55K
|
181
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1- 4.76% |
$1.43K - $1.55K
|
20
$39.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$1.43K - $1.55K
|
10
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1- 2.0% |
$1.43K - $1.55K
|
49
$97.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 50.0% |
$1.43K - $1.55K
|
1
$1.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.7% |
$1.43K - $1.55K
|
142
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2- 0.05% |
$2.85K - $3.1K
|
3.78K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.64% |
$2.85K - $3.1K
|
311
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.92% |
$2.85K - $3.1K
|
215
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2- 0.68% |
$2.85K - $3.1K
|
290
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.24% |
$4.28K - $4.65K
|
1.24K
$2.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 75.0% |
$4.28K - $4.65K
|
1
$1.99K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 23.53% |
$5.7K - $6.21K
|
13
$25.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4- 2.21% |
$5.7K - $6.21K
|
177
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 3.81% |
$5.7K - $6.21K
|
101
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5- 1.25% |
$7.13K - $7.76K
|
395
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5- 2.55% |
$7.13K - $7.76K
|
191
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5- 20.83% |
$7.13K - $7.76K
|
19
$37.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5- 1.09% |
$7.13K - $7.76K
|
454
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 31.25% |
$7.13K - $7.76K
|
11
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6- 1.42% |
$8.55K - $9.31K
|
417
$829K
|