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 | |
|---|---|---|---|---|
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 93 | 204.3K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 91 | 202.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 89 | 198.6K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 81 | 180.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 79 | 175.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 79 | 173.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 78 | 173.2K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 78 | 171.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 67 | 148.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 67 | 147.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 65 | 142.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 64 | 140.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 61 | 135.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 59 | 129.6K $ | 0.53 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 59 | 129.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 58 | 127.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 58 | 127.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Kinetics Spin-Off and Corporate Restructuring Fund Kinetics Mutual Funds | 58 | 127.4K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 57 | 125.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 56 | 125K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 56 | 123K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 55 | 122.1K $ | 0.05 % | as of Feb 27, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 54 | 120.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 54 | 118.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 50 | 109.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 47 | 103.3K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Calvert VP SRI Mid Cap Portfolio Calvert Variable Series, Inc. | 46 | 101.1K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 46 | 101.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 41 | 90.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 40 | 87.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 38 | 84.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 37 | 82.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 34 | 75.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 34 | 75.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 34 | 75.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 33 | 73.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 32 | 71.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 32 | 71.1K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 30 | 67K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 28 | 61.5K $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Voya VACS Series MCV Fund Voya Equity Trust | 25 | 55.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 22 | 48.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 22 | 48.3K $ | 1.73 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 18 | 39.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Calvert Global Small-Cap Equity Fund Calvert Management Series | 17 | 37.3K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 16 | 35.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 15 | 33.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 15 | 33K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 15 | 33K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 14 | 30.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 14 | 30.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 13 | 29K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 12 | 26.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 12 | 26.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 10 | 22.3K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 10 | 22K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 8 | 17.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 7 | 15.4K $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 6 | 13.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 6 | 13.4K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 5 | 11.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 5 | 11K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 2 | 4.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 1 | 2.2K $ | 0.02 % | 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