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WTM · White Mountains Insurance Group Ltd

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$2,111.91 -5.95 (-0.28%) At close · Aug 5
Market Cap
$5.20B
Shares
2.48M

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

Funds holding WTM

89 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 76,890 $168,924,254 0.01%
VANGUARD SMALL-CAP INDEX FUND 55,920 $122,854,003 0.07%
VANGUARD SELECTED VALUE FUND 39,238 $87,578,824 1.33%
VANGUARD SMALL-CAP VALUE INDEX FUND 35,613 $78,240,336 0.13%
VANGUARD EXTENDED MARKET INDEX FUND 27,309 $59,996,781 0.07%
Avantis U.S. Small Cap Value ETF 24,591 $50,775,989 0.19%
Dimensional U.S. Targeted Value ETF 17,274 $38,555,395 0.28%
Longleaf Partners Small Cap Fund 15,233 $33,466,292 4.81%
Dimensional US Small Cap Value ETF 12,439 $27,763,724 0.37%
VANGUARD GLOBAL MINIMUM VOLATILITY FUND 11,312 $25,248,271 1.27%
Dimensional U.S. Small Cap ETF 7,480 $16,695,285 0.12%
Touchstone Funds Group Trust-Touchstone Small Cap Fund 6,981 $15,336,978 6.28%
iShares Russell 1000 Value ETF 5,680 $12,478,733 0.02%
Dimensional U.S. Core Equity 2 ETF 5,391 $12,032,658 0.03%
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND 5,215 $11,457,146 0.04%
Victory RS Partners Fund 5,190 $11,402,222 1.96%
Bridge Builder Tax Managed Small/Mid Cap Fund 4,098 $9,003,142 0.30%
VANGUARD FINANCIALS INDEX FUND 4,152 $8,573,133 0.06%
VictoryShares US Small Mid Cap Value Momentum ETF 3,191 $7,010,499 0.50%
Clearwater Select Equity Fund 2,934 $6,445,881 1.48%
Avantis U.S. Small Cap Value Fund 2,450 $5,058,809 0.29%
Nuveen Equity Index Fund 2,213 $4,939,394 0.01%
Dimensional U.S. Marketwide Value ETF 1,963 $4,381,396 0.03%
VANGUARD TOTAL WORLD STOCK INDEX FUND 1,853 $4,135,877 0.00%
iShares Russell 1000 ETF 1,707 $3,750,211 0.01%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 1,548 $3,196,341 0.01%
iShares U.S. Financials ETF 1,371 $3,060,058 0.09%
VANGUARD BALANCED INDEX FUND 1,366 $3,001,047 0.01%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 1,176 $2,583,625 0.01%
iShares U.S. Insurance ETF 1,089 $2,392,489 0.64%
Nuveen Large Cap Value Index Fund 959 $2,140,478 0.02%
SmallCap Value Fund II 940 $2,098,071 0.17%
Avantis U.S. Equity ETF 968 $1,998,746 0.02%
Dimensional U.S. Equity Market ETF 745 $1,662,833 0.01%
Invesco RAFI US 1000 ETF 732 $1,633,817 0.02%
John Hancock Multifactor Small Cap ETF 740 $1,625,750 0.24%
Victory Small Cap Stock Fund 710 $1,584,713 0.18%
Nuveen Core Equity Alpha Fund 630 $1,384,085 0.52%
Dimensional US Core Equity Market ETF 586 $1,307,946 0.01%
Timothy Plan US Small Cap Core ETF 541 $1,188,555 0.39%
VANGUARD ESG U.S. STOCK ETF 557 $1,150,105 0.01%
VANGUARD TAX-MANAGED BALANCED FUND 498 $1,094,086 0.01%
SIIT EXTENDED MARKET INDEX FUND 402 $830,058 0.06%
VANGUARD RUSSELL 1000 INDEX FUND 395 $815,604 0.01%
VANGUARD U.S. MINIMUM VOLATILITY ETF 393 $811,474 0.19%
Empower Small Cap Value Fund 320 $703,027 0.12%
Vericimetry U.S. Small Cap Value Fund 295 $648,103 0.39%
EAGLE CAPITAL GROWTH FUND, INC. 300 $622,017 1.29%
Victory Extended Market Index Fund 274 $611,565 0.08%
Dimensional US Core Equity 1 ETF 220 $491,038 0.02%
Showing 1–50 of 89 positions
Key facts CIK 776867 CUSIP G9618E107 13F (30d) 131 filings 131 filers Visit website Investor relations

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