Titelia

Fund shareholders of White Mountains Insurance Group Ltd

ISIN BMG9618E1075 · Bermuda · LEI 549300N3FL068JERBG02

Fund shareholders
265
Of which ETFs
74 191 other funds
Value held
≈ 2.1B $ 2.1B $ · 372.7M SEK
FundSharesValueWeight in fund
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 82,474171M $1.90 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 74,657154.8M $0.01 %as of Jun 30, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 68,184140.8M $1.92 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 53,965111.9M $0.06 %as of Jun 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 34,92673.3M $1.05 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 34,18170.9M $0.10 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,30769.9M $0.36 %as of Jul 31, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 33,00068.4M $3.60 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 28,01658.1M $0.06 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 24,59150.8M $0.19 %as of May 31, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 20,72543.5M $4.35 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,04442M $0.25 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 17,37136.4M $0.25 %as of Jul 31, 2026 ↗
Spiltan Globalfond Investmentbolag Spiltan Fonder AB 17,033354.3M SEK2.28 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,01133.6M $0.17 %as of Jul 31, 2026 ↗
Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust 15,23331.6M $4.90 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 13,65428.2M $0.03 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 12,99827.3M $0.33 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 12,81426.6M $1.32 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 12,62626.1M $0.06 %as of May 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 12,47425.9M $0.88 %as of Jun 30, 2026 ↗
LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC 11,80324.5M $2.04 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 11,76524.3M $0.11 %as of May 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 11,31223.7M $1.18 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 10,36321.5M $0.20 %as of Jun 30, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 10,21121.4M $1.92 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 10,00120.7M $0.04 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 9,11719.1M $0.04 %as of Jul 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,57518M $1.59 %as of Jul 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 7,93216.4M $1.33 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 7,71816.2M $0.11 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 7,47615.7M $0.38 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 6,78214.1M $0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,72614.1M $0.04 %as of Jul 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 6,60413.7M $1.75 %as of Jun 30, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 6,48013.6M $3.96 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 6,36513.2M $5.22 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 6,24012.9M $0.14 %as of May 31, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 6,19513M $3.23 %as of Jul 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 6,10512.6M $0.95 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,83412.2M $0.03 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 5,39511.2M $0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 5,39111.3M $0.02 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 5,21510.8M $0.04 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 5,13210.6M $4.54 %as of Jun 30, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 4,7009.7M $1.36 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,6749.8M $0.12 %as of Jul 31, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 4,6729.7M $0.23 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 4,6029.5M $0.01 %as of May 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 4,3809.1M $1.34 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 4,2218.8M $0.50 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 4,2098.7M $0.17 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 4,1638.6M $0.46 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 4,1528.6M $0.06 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 4,0988.5M $0.24 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 4,0518.4M $1.84 %as of Jun 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 3,9558.2M $0.32 %as of May 31, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 3,8868M $2.06 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 3,7197.7M $0.01 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 3,7017.7M $0.05 %as of Jun 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 3,2936.8M $0.93 %as of Jun 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 3,0816.4M $0.57 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 3,0036.2M $0.02 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 2,9966.2M $0.01 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 2,9406.2M $0.15 %as of Jul 31, 2026 ↗
Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust 2,9406.1M $1.15 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,9346.1M $1.17 %as of Jun 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 2,6345.5M $0.07 %as of Jul 31, 2026 ↗
Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC 2,5465.3M $2.06 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,4835.2M $0.38 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 2,4505.1M $0.29 %as of May 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 2,3234.8M $0.53 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,3004.8M $1.01 %as of Jun 30, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 2,2794.7M $2.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 2,2134.6M $0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 2,0474.2M $0.51 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,9794.2M $0.03 %as of Jul 31, 2026 ↗
Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust 1,9003.9M $1.30 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 1,9003.9M $0.43 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,8533.9M $0.00 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 1,8263.8M $0.10 %as of Jul 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 1,7793.7M $0.29 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 1,7363.6M $0.15 %as of Jul 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 1,7003.5M $0.53 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 1,6833.5M $0.08 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 1,6683.5M $0.01 %as of Jun 30, 2026 ↗
Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC 1,6363.4M $1.60 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,5483.2M $0.01 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 1,5463.2M $0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,4713M $0.01 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 1,4553.1M $0.01 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 1,4132.9M $0.15 %as of May 31, 2026 ↗
Kinetics Global Portfolio Kinetics Portfolios Trust 1,4002.9M $5.75 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,3802.9M $0.03 %as of Jul 31, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 1,3292.8M $2.83 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 1,3222.8M $0.01 %as of Jul 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 1,3022.7M $0.07 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 1,2332.6M $0.00 %as of Jun 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 1,1692.4M $0.58 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 1,1642.4M $0.41 %as of May 31, 2026 ↗

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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.

FundWeight in fund
Kinetics Global Portfolio Kinetics Portfolios Trust 5.75 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust 5.22 %as of Jun 30, 2026 ↗
Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust 4.90 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 4.54 %as of Jun 30, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 4.35 %as of Jul 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 3.96 %as of Jul 31, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 3.60 %as of Jun 30, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 3.23 %as of Jul 31, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 2.83 %as of Jul 31, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 2.62 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3263+1998,487-1.5 %
2026Q2262+101,013,655-3.1 %
2026Q1252-171,045,768-5.4 %
2025Q4269-71,105,739+0.9 %
2025Q3276-11,095,445+0.4 %
2025Q227701,091,560+0.5 %
2025Q1277+41,086,330+1.4 %
2024Q4273+21,071,812+1.5 %
2024Q3271+21,055,478+0.1 %
2024Q2269+61,054,280+2.1 %
2024Q1263-31,032,537+0.4 %
2023Q42661,027,995
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Titelia. "Fund shareholders of White Mountains Insurance Group Ltd". https://titelia.com/en/stocks/white-mountains-insurance-group-ltd-BMG9618E1075