DIMENSIONAL FUND ADVISORS LP
Position in WTM — White Mountains Insurance Group Ltd
CIK 354204
AUSTIN, TX
Position in WTM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$344,083,480
+$18,655,672 QoQ
Shares Held
156,618
+0.0% QoQ
Ownership
6.56%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 4%
None 1%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $6,208,014,381 across 40 Insurance - Property & Casualty names. WTM ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,484,676 | $1,016,410,293 | |
| 2 | CB |
Chubb Ltd
|
2,152,980 | $701,720,769 | |
| 3 | ALL |
Allstate Corp
|
2,804,615 | $581,508,873 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,398,736 | $475,525,422 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
This page
|
156,618 | $344,083,480 | |
| 6 | ORI |
Old Republic International Corp
|
6,721,774 | $268,198,779 | |
| 7 | MKL |
Markel Group Inc.
|
136,985 | $262,198,862 | |
| 8 | WRB |
Berkley W R Corp
|
3,768,180 | $249,754,968 |
All Filings in WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $226,403 | 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. | ||||||