DIMENSIONAL FUND ADVISORS LP
Position in WTM — White Mountains Insurance Group Ltd
CIK 354204
AUSTIN, TX
Position in WTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$329,573,617
-$14,509,863 QoQ
Shares Held
158,954
+1.5% QoQ
Ownership
6.66%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1
of 354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 1%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. WTM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,573,617 | 158,954 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $344,083,480 | 156,618 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $325,427,808 | 156,604 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $262,791,357 | 157,217 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279,688,775 | 155,753 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $301,614,598 | 156,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $306,142,732 | 157,395 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $268,905,370 | 158,534 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $289,994,138 | 159,561 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $290,529,466 | 161,918 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,746,901 | 161,957 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $240,047,757 | 160,493 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $220,315,846 | 158,625 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $220,312,992 | 159,938 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $226,404,530 | 160,079 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $209,740,612 | 160,965 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $199,884,234 | 160,404 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $175,609,300 | 154,553 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $151,580,077 | 149,502 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $160,562,365 | 150,113 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $164,824,963 | 143,572 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $149,728,840 | 134,298 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $136,012,709 | 135,923 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $107,522,254 | 138,026 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $123,305,290 | 138,862 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $127,819,510 | 140,461 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||