White Mountains Insurance Group Ltd. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.94M | 0.07% | 881 NS | $2.63B | TICKER |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQL | $1.73M | 0.10% | 789 NS | $1.65B | TICKER |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $1.63M | 0.24% | 740 NS | $665.18M | TICKER |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $1.62M | 0.43% | 737 NS | $375.87M | TICKER |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | — | $1.48M | 1.19% | 674 NS | $124.84M | TICKER |
| Brandes U.S. Small-Mid Cap Value ETF The 2023 ETF Series Trust | BSMC | $1.45M | 0.94% | 660 NS | $154.83M | TICKER |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.45M | 0.01% | 660 NS | $17.05B | TICKER |
| Nuveen Core Equity Alpha Fund — | — | $1.38M | 0.52% | 630 NS | $268.03M | TICKER |
| State Street(R) SPDR(R) US Small Cap Low Vola… SPDR SERIES TRUST | SMLV | $1.38M | 0.51% | 628 NS | $268.97M | TICKER |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.29M | 0.32% | 585 NS | $407.99M | TICKER |
| Leuthold Core Investment Fund Managed Portfolio Series | — | $1.23M | 0.23% | 559 NS | $533.33M | TICKER |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $1.19M | 0.39% | 541 NS | $301.39M | TICKER |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.09M | 0.12% | 498 NS | $908.21M | TICKER |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $1.09M | 0.01% | 498 NS | $11.33B | TICKER |
| Gotham 1000 Value ETF Tidal Trust I | GVLU | $1.05M | 0.49% | 478 NS | $213.80M | TICKER |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $942.5K | 0.13% | 429 NS | $741.60M | TICKER |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $940.3K | 0.07% | 428 NS | $1.35B | TICKER |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $920.5K | 0.06% | 419 NS | $1.67B | TICKER |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $894.2K | 0.04% | 407 NS | $2.04B | TICKER |
| Calvert Small/Mid-Cap Fund Calvert Management Series | — | $749.2K | 0.39% | 341 NS | $194.44M | TICKER |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $703.0K | 0.12% | 320 NS | $575.61M | TICKER |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $674.5K | 0.07% | 307 NS | $1.00B | TICKER |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $659.1K | 0.01% | 300 NS | $7.43B | TICKER |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $648.1K | 0.39% | 295 NS | $168.08M | TICKER |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $634.9K | 0.12% | 289 NS | $522.23M | TICKER |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $553.6K | 0.15% | 252 NS | $368.49M | TICKER |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $542.6K | 0.03% | 247 NS | $1.65B | TICKER |
| GuideMark Large Cap Core Fund GPS Funds I | — | $489.9K | 0.07% | 223 NS | $727.26M | TICKER |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $461.4K | 0.06% | 210 NS | $829.25M | TICKER |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $448.2K | 0.12% | 204 NS | $373.51M | TICKER |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $443.8K | 0.04% | 202 NS | $1.02B | TICKER |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $413.0K | 0.03% | 188 NS | $1.50B | TICKER |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $406.4K | 0.22% | 185 NS | $185.65M | TICKER |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $393.3K | 0.04% | 179 NS | $876.76M | TICKER |
| Unusual Whales Subversive Republican Trading … Tidal Trust I | GOP | $380.1K | 0.55% | 173 NS | $68.77M | TICKER |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $377.9K | 0.03% | 172 NS | $1.23B | TICKER |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $373.5K | 0.12% | 170 NS | $314.56M | TICKER |
| Leuthold Select Industries ETF Managed Portfolio Series | LST | $364.7K | 0.28% | 166 NS | $131.63M | TICKER |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $360.3K | 0.08% | 164 NS | $460.74M | TICKER |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $325.2K | 0.01% | 148 NS | $3.47B | TICKER |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $320.8K | 0.01% | 146 NS | $4.47B | TICKER |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $270.2K | 0.04% | 123 NS | $636.65M | TICKER |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $235.1K | 0.00% | 107 NS | $25.99B | TICKER |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $215.3K | 0.03% | 98 NS | $722.25M | TICKER |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | — | $204.3K | 0.28% | 93 NS | $71.95M | TICKER |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $173.6K | 0.02% | 79 NS | $980.51M | TICKER |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $171.4K | 0.00% | 78 NS | $5.64B | TICKER |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $147.2K | 0.02% | 67 NS | $901.68M | TICKER |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $142.8K | 0.00% | 65 NS | $9.06B | TICKER |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | — | $140.6K | 0.07% | 64 NS | $202.01M | TICKER |