Purchases and Sales Made in Q4 2024 in White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM) during Q4 2024. 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 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
34+ 2.88% |
$59.7K - $68.5K
|
1.22K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 24.63% |
$57.9K - $66.5K
|
167
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33+ 3.73% |
$57.9K - $66.5K
|
917
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
32+ 10.03% |
$56.2K - $64.5K
|
351
$642K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30+ 21.58% |
$52.7K - $60.5K
|
169
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
27+ 1.24% |
$47.4K - $54.4K
|
2.2K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26+ 6.77% |
$45.6K - $52.4K
|
410
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24+ 15.79% |
$42.1K - $48.4K
|
176
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 32.0% |
$42.1K - $48.4K
|
99
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24+ 66.67% |
$42.1K - $48.4K
|
60
$110K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$33.3K - $38.3K
|
19
$34.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16+ 0.35% |
$28.1K - $32.2K
|
4.55K
$8.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
14+ 9.27% |
$24.6K - $28.2K
|
165
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 13.83% |
$22.8K - $26.2K
|
107
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13+ 10.0% |
$22.8K - $26.2K
|
143
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 6.94% |
$21.1K - $24.2K
|
185
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
11+ 8.53% |
$19.3K - $22.2K
|
140
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11+ 8.87% |
$19.3K - $22.2K
|
135
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.66% |
$17.6K - $20.2K
|
1.52K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.92% |
$17.6K - $20.2K
|
1.1K
$2.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 90.0% |
$15.8K - $18.1K
|
19
$34.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 57.14% |
$14K - $16.1K
|
22
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
8+ 0.01% |
$14K - $16.1K
|
54.9K
$100M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.7% |
$12.3K - $14.1K
|
1.01K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
7+ 0.95% |
$12.3K - $14.1K
|
746
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 26.92% |
$12.3K - $14.1K
|
33
$60.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
7+ 1.24% |
$12.3K - $14.1K
|
572
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7+ 5.38% |
$12.3K - $14.1K
|
137
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 26.92% |
$12.3K - $14.1K
|
33
$60.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$10.5K - $12.1K
|
6
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 2.5% |
$8.78K - $10.1K
|
205
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5+ 2.49% |
$8.78K - $10.1K
|
206
$377K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 8.16% |
$7.02K - $8.06K
|
53
$97K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 6.56% |
$7.02K - $8.06K
|
65
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3+ 1.49% |
$5.27K - $6.05K
|
204
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 75.0% |
$5.27K - $6.05K
|
7
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 60.0% |
$5.27K - $6.05K
|
8
$14.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3New |
$5.27K - $6.05K
|
3
$5.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 1.4% |
$5.27K - $6.05K
|
217
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.36% |
$5.27K - $6.05K
|
224
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3New |
$5.27K - $6.05K
|
3
$5.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 40.0% |
$3.51K - $4.03K
|
7
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 50.0% |
$3.51K - $4.03K
|
6
$11K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$1.76K - $2.02K
|
10
$18.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$1.76K - $2.02K
|
33
$60.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 5.26% |
$1.76K - $2.02K
|
20
$36.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$1.76K - $2.02K
|
1.56K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-1- 0.43% |
$1.76K - $2.02K
|
231
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.32% |
$1.76K - $2.02K
|
316
$578K
|