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WTM · White Mountains Insurance Group Ltd · Held by Funds

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$2,250.15 -44.01 (-1.92%)
Russell 1000 member Rebalance outlook locked
Market Cap
$5.48B
Shares
2.39M
Volume · Nov 6 8351 Avg daily vol (3M) 21.77K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of WTM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 9.55% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.51% 12,231
Index ETFs 9.04% 215,701
Active ETFs 1.97% 46,909
Active funds 3.98% 95,108
Unclassified 1.19% 28,383
All registered funds 16.69% 398,332
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding WTM

99 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 74,657 $154,793,077 0.01%
VANGUARD SMALL-CAP INDEX FUND 53,965 $111,890,491 0.06%
VANGUARD SELECTED VALUE FUND 34,926 $73,265,318 1.05%
VANGUARD SMALL-CAP VALUE INDEX FUND 34,181 $70,870,544 0.10%
Avantis U.S. Small Cap Value ETF 32,024 $67,314,768 0.22%
VANGUARD EXTENDED MARKET INDEX FUND 28,016 $58,088,094 0.06%
Dimensional U.S. Targeted Value ETF 17,371 $36,439,668 0.25%
Longleaf Partners Small Cap Fund 15,233 $31,583,950 4.90%
Dimensional US Small Cap Value ETF 12,998 $27,266,295 0.33%
VANGUARD GLOBAL MINIMUM VOLATILITY FUND 11,312 $23,729,522 1.18%
Dimensional U.S. Small Cap ETF 7,718 $16,190,280 0.11%
Touchstone Funds Group Trust-Touchstone Small Cap Fund 6,365 $13,197,127 5.22%
Dimensional U.S. Core Equity 2 ETF 5,391 $11,308,862 0.02%
iShares Russell 1000 Value ETF 5,395 $11,185,939 0.01%
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND 5,215 $10,812,729 0.04%
BEXIL INVESTMENT TRUST 4,800 $9,952,272 2.77%
Victory RS Partners Fund 4,380 $9,081,448 1.34%
VictoryShares US Small Mid Cap Value Momentum ETF 4,221 $8,751,779 0.50%
Bridge Builder Tax Managed Small/Mid Cap Fund 4,098 $8,496,752 0.24%
VANGUARD FINANCIALS INDEX FUND 3,960 $8,323,960 0.06%
Bridge Builder Large Cap Growth Fund 3,003 $6,226,390 0.02%
Clearwater Select Equity Fund 2,934 $6,083,326 1.17%
Avantis U.S. Small Cap Value Fund 2,753 $5,786,834 0.28%
Nuveen Equity Index Fund 2,213 $4,642,276 0.01%
Dimensional U.S. Marketwide Value ETF 1,979 $4,151,408 0.03%
Prospector Opportunity Fund 2,363 $3,949,802 1.48%
VANGUARD TOTAL WORLD STOCK INDEX FUND 1,853 $3,887,094 0.00%
iShares U.S. Financials ETF 1,683 $3,530,480 0.08%
iShares Russell 1000 ETF 1,668 $3,458,415 0.01%
Avantis U.S. Small Cap Equity ETF 1,644 $3,455,704 0.11%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 1,525 $3,205,565 0.01%
VANGUARD BALANCED INDEX FUND 1,233 $2,556,490 0.00%
iShares U.S. Insurance ETF 1,169 $2,423,793 0.58%
SmallCap Value Fund II 1,140 $2,391,412 0.19%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 1,131 $2,345,004 0.01%
Avantis U.S. Equity ETF 1,036 $2,177,682 0.02%
Nuveen Large Cap Value Index Fund 959 $2,011,723 0.01%
Dimensional U.S. Equity Market ETF 779 $1,634,132 0.01%
Invesco RAFI US 1000 ETF 741 $1,554,418 0.02%
John Hancock Multifactor Small Cap ETF 678 $1,405,758 0.20%
Dimensional US Core Equity Market ETF 610 $1,279,615 0.01%
Invesco Russell 1000 Dynamic Multifactor ETF 581 $1,221,268 0.03%
CresAlta Small and Mid-Cap ETF 573 $1,201,999 1.27%
Victory Small Cap Stock Fund 560 $1,174,729 0.12%
VANGUARD ESG U.S. STOCK ETF 547 $1,149,799 0.01%
VANGUARD TAX-MANAGED BALANCED FUND 526 $1,090,603 0.01%
Timothy Plan US Small Cap Core ETF 454 $941,319 0.26%
VANGUARD RUSSELL 1000 INDEX FUND 395 $830,294 0.01%
Empower Small Cap Value Fund 380 $787,888 0.12%
SIIT EXTENDED MARKET INDEX FUND 372 $781,948 0.06%
Showing 1–50 of 99 positions
Key facts CIK 776867 CUSIP G9618E107 13F (30d) 173 filings 145 filers Visit website Investor relations