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WTM · White Mountains Insurance Group Ltd · Held by Funds

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$2,061.30 +2.98 (+0.14%) At close · Sep 18
Russell 1000 member Rebalance outlook locked
Market Cap
$4.88B
Shares
2.39M

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.

Funds holding WTM

98 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 39,238 $87,578,824 1.33%
VANGUARD SMALL-CAP VALUE INDEX FUND 34,181 $70,870,544 0.10%
VANGUARD EXTENDED MARKET INDEX FUND 28,016 $58,088,094 0.06%
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 $31,583,950 4.90%
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 6,365 $13,197,127 5.22%
Dimensional U.S. Core Equity 2 ETF 5,391 $12,032,658 0.03%
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%
VANGUARD FINANCIALS INDEX FUND 4,152 $8,573,133 0.06%
Bridge Builder Tax Managed Small/Mid Cap Fund 4,098 $8,496,752 0.24%
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 2,450 $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%
Prospector Opportunity Fund 2,363 $3,949,802 1.48%
iShares Russell 1000 ETF 1,668 $3,458,415 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 1,233 $2,556,490 0.00%
iShares U.S. Insurance ETF 1,169 $2,423,793 0.58%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 1,131 $2,345,004 0.01%
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%
Victory Small Cap Stock Fund 710 $1,584,713 0.18%
John Hancock Multifactor Small Cap ETF 678 $1,405,758 0.20%
Dimensional US Core Equity Market ETF 586 $1,307,946 0.01%
VANGUARD ESG U.S. STOCK ETF 557 $1,150,105 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%
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 380 $787,888 0.12%
Prospector Capital Appreciation Fund 433 $723,768 1.63%
iShares Focused Value Factor ETF 400 $718,288 2.49%
Showing 1–50 of 98 positions
Key facts CIK 776867 CUSIP G9618E107 13F (30d) 6 filings 6 filers Visit website Investor relations