Fund shareholders of White Mountains Insurance Group Ltd
ISIN BMG9618E1075 · Bermuda · LEI 549300N3FL068JERBG02
- Fund shareholders
- 264
- Of which ETFs
- 69 195 other funds
- Value held
- 2.2B $ 372.7M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 85,474 | 187.8M $ | 2.17 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 76,890 | 168.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 75,190 | 167M $ | 1.95 % | as of Feb 28, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 55,920 | 122.9M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| FMI Common Stock Fund FMI Funds Inc | 40,000 | 87.9M $ | 5.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 39,238 | 87.6M $ | 1.33 % | as of Apr 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 35,613 | 78.2M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,215 | 74.1M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 27,309 | 60M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| AMG River Road Small Cap Value Fund AMG Funds IV | 21,346 | 47.6M $ | 4.38 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 21,295 | 46.8M $ | 2.78 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,855 | 44.3M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 17,274 | 38.6M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Spiltan Globalfond Investmentbolag Spiltan Fonder AB | 17,033 | 354.3M SEK | 2.28 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,011 | 35.7M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust | 15,233 | 33.5M $ | 4.81 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 13,654 | 30.3M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 12,865 | 28.6M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 12,827 | 28.2M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 12,439 | 27.8M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 11,974 | 26.3M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 11,963 | 26.3M $ | 2.42 % | as of Mar 31, 2026 ↗ |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 11,873 | 26.1M $ | 0.70 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 11,802 | 26.2M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 11,312 | 25.2M $ | 1.27 % | as of Apr 30, 2026 ↗ |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 10,340 | 23.1M $ | 2.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 9,520 | 20.9M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 9,135 | 20.4M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 8,292 | 18.2M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 8,072 | 17.7M $ | 1.65 % | as of Mar 31, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 7,593 | 16.7M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 7,480 | 16.7M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,256 | 16.2M $ | 1.51 % | as of Apr 30, 2026 ↗ |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 6,981 | 15.3M $ | 6.28 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 6,929 | 15.4M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 6,840 | 15M $ | 1.96 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,726 | 15M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 6,480 | 14.5M $ | 4.39 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 6,439 | 14.1M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 6,324 | 14M $ | 1.09 % | as of Feb 28, 2026 ↗ |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 6,100 | 13.5M $ | 2.24 % | as of Feb 28, 2026 ↗ |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 6,093 | 13.4M $ | 3.93 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,834 | 13M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 5,680 | 12.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,391 | 12M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 5,215 | 11.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Victory RS Partners Fund Victory Portfolios | 5,190 | 11.4M $ | 1.96 % | as of Mar 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 4,948 | 10.9M $ | 0.63 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,674 | 10.4M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 4,602 | 10.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 4,336 | 9.5M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 4,331 | 9.6M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 4,098 | 9M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 3,919 | 8.7M $ | 2.28 % | as of Feb 28, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 3,901 | 8.7M $ | 0.38 % | as of Feb 28, 2026 ↗ |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 3,889 | 8.7M $ | 2.23 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 3,622 | 8M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 3,573 | 7.8M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 3,505 | 7.7M $ | 1.84 % | as of Mar 31, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 3,191 | 7M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 2,996 | 6.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 2,968 | 6.5M $ | 0.93 % | as of Mar 31, 2026 ↗ |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | 2,940 | 6.5M $ | 1.14 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,934 | 6.4M $ | 1.48 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 2,677 | 6M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 2,586 | 5.7M $ | 2.43 % | as of Mar 31, 2026 ↗ |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 2,516 | 5.5M $ | 0.75 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,300 | 5.1M $ | 1.16 % | as of Mar 31, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 2,258 | 5M $ | 2.22 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 2,213 | 4.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 2,150 | 4.8M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,071 | 4.6M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 2,047 | 4.5M $ | 0.60 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,963 | 4.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust | 1,900 | 4.2M $ | 1.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,853 | 4.1M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 1,791 | 3.9M $ | 0.74 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 1,707 | 3.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 1,676 | 3.7M $ | 1.84 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 1,658 | 3.7M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 1,546 | 3.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 1,504 | 3.3M $ | 0.43 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 1,500 | 3.3M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,471 | 3.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Kinetics Global Portfolio Kinetics Portfolios Trust | 1,464 | 3.2M $ | 5.65 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,455 | 3.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,380 | 3.1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 1,371 | 3.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,366 | 3M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,330 | 3M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 1,329 | 3M $ | 3.10 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 1,309 | 2.9M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,268 | 2.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 1,248 | 2.8M $ | 2.96 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 1,181 | 2.6M $ | 0.93 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,176 | 2.6M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 1,164 | 2.6M $ | 0.43 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Insurance ETF iShares Trust | 1,089 | 2.4M $ | 0.64 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,003 | 2.2M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,002 | 2.2M $ | 0.04 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 6.28 % | as of Mar 31, 2026 ↗ |
| Kinetics Global Portfolio Kinetics Portfolios Trust | 5.65 % | as of Mar 31, 2026 ↗ |
| FMI Common Stock Fund FMI Funds Inc | 5.01 % | as of Mar 31, 2026 ↗ |
| Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust | 4.81 % | as of Mar 31, 2026 ↗ |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 4.39 % | as of Apr 30, 2026 ↗ |
| AMG River Road Small Cap Value Fund AMG Funds IV | 4.38 % | as of Apr 30, 2026 ↗ |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 3.93 % | as of Mar 31, 2026 ↗ |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 3.10 % | as of Apr 30, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 2.96 % | as of Feb 28, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 2.78 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 262 | +10 | 1,013,655 | -3.1 % |
| 2026Q1 | 252 | -17 | 1,045,768 | -5.4 % |
| 2025Q4 | 269 | -7 | 1,105,739 | +0.9 % |
| 2025Q3 | 276 | -1 | 1,095,445 | +0.4 % |
| 2025Q2 | 277 | 0 | 1,091,560 | +0.5 % |
| 2025Q1 | 277 | +4 | 1,086,330 | +1.4 % |
| 2024Q4 | 273 | +2 | 1,071,812 | +1.5 % |
| 2024Q3 | 271 | +2 | 1,055,478 | +0.1 % |
| 2024Q2 | 269 | +6 | 1,054,280 | +2.1 % |
| 2024Q1 | 263 | -3 | 1,032,537 | +0.4 % |
| 2023Q4 | 266 | 1,027,995 |
Cite this page
Titelia. "Fund shareholders of White Mountains Insurance Group Ltd". https://titelia.com/en/stocks/white-mountains-insurance-group-ltd-BMG9618E1075