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 | |
|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 971 | 2.2M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 959 | 2.1M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 953 | 2.1M $ | 1.16 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 940 | 2.1M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 936 | 2.1M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 931 | 2M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Kinetics Paradigm Portfolio Kinetics Portfolios Trust | 924 | 2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 923 | 2M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 881 | 2M $ | 0.65 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 881 | 1.9M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 880 | 18.4M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 863 | 1.9M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 858 | 1.9M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 789 | 1.7M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Small Cap Special Values Fund VALIC Co I | 760 | 1.7M $ | 0.96 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 745 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 740 | 1.6M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 737 | 1.6M $ | 0.43 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 732 | 1.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 710 | 1.6M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 708 | 1.6M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 694 | 1.5M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 694 | 1.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 674 | 1.5M $ | 1.19 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 665 | 1.5M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 660 | 1.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Brandes U.S. Small-Mid Cap Value ETF 2023 ETF Series Trust | 660 | 1.4M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 628 | 1.4M $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 586 | 1.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 585 | 1.3M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 584 | 1.3M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 570 | 1.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 565 | 1.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Leuthold Core Investment Fund Managed Portfolio Series | 559 | 1.2M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 545 | 1.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 541 | 1.2M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 520 | 1.2M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 498 | 1.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 498 | 1.1M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Gotham 1000 Value ETF Tidal Trust I | 478 | 1.1M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 471 | 1.1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 467 | 1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 462 | 1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 438 | 972.6K $ | 0.25 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 432 | 964.2K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 429 | 942.5K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 428 | 940.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 419 | 920.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 414 | 919.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 407 | 894.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 379 | 845.9K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 372 | 830.3K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 352 | 781.6K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 341 | 749.2K $ | 0.39 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 320 | 714.2K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 320 | 703K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 307 | 674.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 300 | 659.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 295 | 648.1K $ | 0.39 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 290 | 647.3K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 289 | 634.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 274 | 611.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 252 | 553.6K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 247 | 542.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 234 | 519.6K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 223 | 489.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 220 | 491K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 210 | 468.7K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 210 | 461.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 204 | 448.2K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 203 | 450.8K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 202 | 443.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 198 | 439.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 195 | 433K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 191 | 424.1K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 188 | 413K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 187 | 417.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 185 | 406.4K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 179 | 393.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 173 | 380.1K $ | 0.55 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 172 | 381.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 172 | 377.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 170 | 373.5K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Leuthold Select Industries ETF Managed Portfolio Series | 166 | 364.7K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 164 | 360.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 161 | 359.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 148 | 325.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 146 | 320.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 135 | 301.3K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 134 | 299.1K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 128 | 285.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 123 | 270.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 117 | 259.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 114 | 253.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 107 | 237.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 107 | 235.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 106 | 236.6K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 102 | 227.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 98 | 215.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 94 | 208.7K $ | 0.05 % | as of Feb 28, 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