WTM
White Mountains Insurance Group LtdCompany with tickers: WTM
CIK
776867
CUSIP
G9618E107
Shares Outstanding
2,476,670
Website
https://www.whitemountains.com
13F Activity (30d)
8 filings
4 filers
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
56 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 76,890 | $168,924,254 | 0.01% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 55,920 | $122,854,003 | 0.07% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 35,613 | $78,240,336 | 0.13% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 27,309 | $59,996,781 | 0.07% | Long | 2026-03-31 | |
| Longleaf Partners Small Cap Fund | — | 15,233 | $33,466,292 | 4.81% | Long | 2026-03-31 | |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund | — | 6,981 | $15,336,978 | 6.28% | Long | 2026-03-31 | |
| iShares Russell 1000 Value ETF | — | 5,680 | $12,478,733 | 0.02% | Long | 2026-03-31 | |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND | — | 5,215 | $11,457,146 | 0.04% | Long | 2026-03-31 | |
| Victory RS Partners Fund | — | 5,190 | $11,402,222 | 1.96% | Long | 2026-03-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 4,331 | $9,617,029 | 0.07% | Long | 2026-02-28 | |
| Bridge Builder Tax Managed Small/Mid Cap Fund | — | 4,098 | $9,003,142 | 0.30% | Long | 2026-03-31 | |
| VictoryShares US Small Mid Cap Value Momentum ETF | — | 3,191 | $7,010,499 | 0.50% | Long | 2026-03-31 | |
| Clearwater Select Equity Fund | — | 2,934 | $6,445,881 | 1.48% | Long | 2026-03-31 | |
| iShares Russell 1000 ETF | — | 1,707 | $3,750,211 | 0.01% | Long | 2026-03-31 | |
| VANGUARD BALANCED INDEX FUND | — | 1,366 | $3,001,047 | 0.01% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | — | 1,330 | $2,953,278 | 0.02% | Long | 2026-02-28 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 1,176 | $2,583,625 | 0.01% | Long | 2026-03-31 | |
| iShares U.S. Insurance ETF | — | 1,089 | $2,392,489 | 0.64% | Long | 2026-03-31 | |
| John Hancock Multifactor Small Cap ETF | — | 740 | $1,625,750 | 0.24% | Long | 2026-03-31 | |
| Avantis U.S. Equity ETF | — | 694 | $1,541,034 | 0.01% | Long | 2026-02-28 | |
| Nuveen Core Equity Alpha Fund | JCE | 630 | $1,384,085 | 0.52% | Long | 2026-03-31 | |
| VANGUARD ESG U.S. STOCK ETF | — | 545 | $1,210,178 | 0.01% | Long | 2026-02-28 | |
| Timothy Plan US Small Cap Core ETF | — | 541 | $1,188,555 | 0.39% | Long | 2026-03-31 | |
| VANGUARD TAX-MANAGED BALANCED FUND | — | 498 | $1,094,086 | 0.01% | Long | 2026-03-31 | |
| VANGUARD U.S. MINIMUM VOLATILITY ETF | — | 438 | $972,583 | 0.25% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 1000 INDEX FUND | — | 414 | $919,291 | 0.01% | Long | 2026-02-28 | |
| SIIT EXTENDED MARKET INDEX FUND | — | 352 | $781,620 | 0.06% | Long | 2026-02-28 | |
| Empower Small Cap Value Fund | — | 320 | $703,027 | 0.12% | Long | 2026-03-31 | |
| Vericimetry U.S. Small Cap Value Fund | — | 295 | $648,103 | 0.39% | Long | 2026-03-31 | |
| EAGLE CAPITAL GROWTH FUND, INC. | GRF | 300 | $646,158 | 1.45% | Long | 2026-03-31 | |
| Invesco Russell 1000 Equal Weight ETF | — | 234 | $519,599 | 0.07% | Long | 2026-02-28 | |
| Avantis Total Equity Markets ETF | — | 203 | $450,764 | 0.06% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 3000 INDEX FUND | — | 198 | $439,661 | 0.01% | Long | 2026-02-28 | |
| Small Cap Opportunities Trust | — | 185 | $406,438 | 0.22% | Long | 2026-03-31 | |
| Invesco Russell 1000 Dynamic Multifactor ETF | — | 117 | $259,800 | 0.01% | Long | 2026-02-28 | |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF | — | 107 | $237,595 | 0.03% | Long | 2026-02-28 | |
| Bridge Builder Large Cap Value Fund | — | 107 | $235,075 | 0.00% | Long | 2026-03-31 | |
| AZL DFA U.S. Core Equity Fund | — | 98 | $215,302 | 0.03% | Long | 2026-03-31 | |
| Avantis Responsible U.S. Equity ETF | — | 94 | $208,728 | 0.05% | Long | 2026-02-28 | |
| Morgan Stanley Pathway Large Cap Equity ETF | — | 91 | $202,066 | 0.01% | Long | 2026-02-28 | |
| SIIT LARGE CAP INDEX FUND | — | 79 | $175,420 | 0.01% | Long | 2026-02-28 | |
| Catholic Values Equity Fund | — | 78 | $173,200 | 0.04% | Long | 2026-02-28 | |
| Avantis U.S. Equity Fund | — | 67 | $148,774 | 0.02% | Long | 2026-02-28 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 65 | $142,802 | 0.00% | Long | 2026-03-31 | |
| PRAXIS SMALL CAP INDEX FUND | — | 64 | $140,605 | 0.07% | Long | 2026-03-31 | |
| TIAA Separate Account VA-1 - Stock Index Account | — | 54 | $118,636 | 0.01% | Long | 2026-03-31 | |
| SIMT LARGE CAP INDEX FUND | — | 50 | $109,848 | 0.01% | Long | 2026-03-31 | |
| AZL Russell 1000 Value Index Fund | — | 46 | $101,060 | 0.02% | Long | 2026-03-31 | |
| Nuveen Life Stock Index Fund | — | 41 | $90,075 | 0.01% | Long | 2026-03-31 | |
| Total Stock Market Index Trust | — | 40 | $87,878 | 0.01% | Long | 2026-03-31 |
Showing 1–50 of 56 positions