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 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5- 20.83% |
$7.13K - $7.76K
|
19
$34.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6- 1.42% |
$8.55K - $9.31K
|
417
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6- 1.04% |
$8.55K - $9.31K
|
569
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6- 1.44% |
$8.55K - $9.31K
|
412
$752K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 10.94% |
$9.98K - $10.9K
|
57
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7- 0.68% |
$9.98K - $10.9K
|
1.02K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8- 0.78% |
$11.4K - $12.4K
|
1.01K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 23.08% |
$12.8K - $14K
|
30
$54.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 15.15% |
$14.3K - $15.5K
|
56
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 9.09% |
$14.3K - $15.5K
|
100
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-10- 1.79% |
$14.3K - $15.5K
|
550
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-11- 0.06% |
$15.7K - $17.1K
|
17.8K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-12- 4.6% |
$17.1K - $18.6K
|
249
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-12- 1.02% |
$17.1K - $18.6K
|
1.17K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-13- 1.78% |
$18.5K - $20.2K
|
716
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16- 0.9% |
$22.8K - $24.8K
|
1.75K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16- 3.33% |
$22.8K - $24.8K
|
464
$847K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17- 4.0% |
$24.2K - $26.4K
|
408
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18- 1.68% |
$25.7K - $27.9K
|
1.05K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 31.88% |
$31.4K - $34.1K
|
47
$85.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 10.04% |
$32.8K - $35.7K
|
206
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-23- 4.01% |
$32.8K - $35.7K
|
550
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26- 13.9% |
$37.1K - $40.3K
|
161
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-26- 9.29% |
$37.1K - $40.3K
|
254
$464K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29- 16.38% |
$41.3K - $45K
|
148
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30- 7.11% |
$42.8K - $46.5K
|
392
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-31- 0.78% |
$44.2K - $48.1K
|
3.96K
$7.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-33- 49.25% |
$47K - $51.2K
|
34
$62.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-37- 17.87% |
$52.7K - $57.4K
|
170
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-37- 15.68% |
$52.7K - $57.4K
|
199
$363K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-38- 3.44% |
$54.2K - $58.9K
|
1.07K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-41- 0.19% |
$58.4K - $63.6K
|
22K
$40.1M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42- 10.58% |
$59.9K - $65.2K
|
355
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-45- 12.86% |
$64.1K - $69.8K
|
305
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-50- 2.23% |
$71.3K - $77.6K
|
2.19K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-52- 3.42% |
$74.1K - $80.7K
|
1.47K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-53- 2.35% |
$75.5K - $82.2K
|
2.2K
$4.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-53- 25.98% |
$75.5K - $82.2K
|
151
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-76- 0.31% |
$108K - $118K
|
24.5K
$44.8M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-76- 0.31% |
$108K - $118K
|
24.5K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79- 3.98% |
$113K - $123K
|
1.9K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-83- 12.22% |
$118K - $129K
|
596
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-90- 23.62% |
$128K - $140K
|
291
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-92- 40.0% |
$131K - $143K
|
138
$252K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-92Closed |
$131K - $143K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-114- 44.36% |
$162K - $177K
|
143
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-125- 4.43% |
$178K - $194K
|
2.69K
$4.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-125- 0.41% |
$178K - $194K
|
30.3K
$55.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-136- 7.68% |
$194K - $211K
|
1.63K
$2.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-146- 2.97% |
$208K - $226K
|
4.77K
$8.71M
|