Stewart Information Services Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $111.70M | 0.12% | 1,813,892 NS | $91.99B | FIGI |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | — | $64.70M | 2.07% | 1,050,613 NS | $3.12B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $59.11M | 0.00% | 959,946 NS | $1.99T | FIGI |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $52.86M | 0.07% | 858,416 NS | $81.04B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $45.22M | 0.06% | 734,387 NS | $71.92B | FIGI |
| DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | — | $24.01M | 4.03% | 389,909 NS | $595.78M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $20.76M | 0.03% | 337,136 NS | $81.50B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $18.17M | 0.24% | 295,078 NS | $7.58B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $16.81M | 0.12% | 272,913 NS | $13.87B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $15.92M | 0.13% | 258,495 NS | $12.46B | FIGI |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | — | $14.95M | 2.12% | 242,814 NS | $704.20M | FIGI |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $12.19M | 0.72% | 197,919 NS | $1.68B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $11.96M | 0.12% | 194,263 NS | $9.65B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $9.68M | 0.24% | 157,146 NS | $4.06B | FIGI |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | — | $9.44M | 1.66% | 153,372 NS | $569.79M | FIGI |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | — | $8.85M | 1.16% | 143,694 NS | $764.91M | FIGI |
| Heartland Value Fund HEARTLAND GROUP INC. | — | $7.70M | 0.79% | 125,000 NS | $973.03M | FIGI |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | — | $7.64M | 0.74% | 124,000 NS | $1.03B | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $7.58M | 1.81% | 123,151 NS | $417.91M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $6.98M | 0.08% | 113,398 NS | $9.06B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $5.49M | 0.06% | 89,080 NS | $9.23B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $5.32M | 0.18% | 86,399 NS | $3.03B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $3.80M | 0.87% | 61,679 NS | $434.84M | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $2.90M | 0.12% | 47,021 NS | $2.39B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $2.80M | 0.06% | 45,451 NS | $4.82B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $2.43M | 0.13% | 39,449 NS | $1.94B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $2.30M | 0.13% | 37,326 NS | $1.80B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $2.27M | 0.00% | 36,913 NS | $79.62B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $2.07M | 0.25% | 33,590 NS | $827.02M | FIGI |
| WisdomTree U.S. SmallCap Quality Dividend Gro… WisdomTree Trust | DGRS | $1.98M | 0.55% | 32,150 NS | $359.41M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $1.93M | 0.06% | 31,285 NS | $3.39B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $1.82M | 0.00% | 29,600 NS | $129.17B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $1.59M | 0.12% | 25,776 NS | $1.35B | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $1.50M | 0.20% | 24,337 NS | $755.81M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.38M | 0.05% | 22,367 NS | $2.98B | FIGI |
| Keeley Small Cap Fund Teton Westwood Funds | — | $1.35M | 1.58% | 22,000 NS | $85.84M | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $1.34M | 0.12% | 21,778 NS | $1.11B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $1.24M | 0.12% | 20,173 NS | $1.04B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $1.23M | 0.03% | 19,980 NS | $4.10B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $1.18M | 0.05% | 19,170 NS | $2.45B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.17M | 0.06% | 18,939 NS | $1.95B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.06M | 0.00% | 17,251 NS | $58.89B | FIGI |
| Small Cap Value Fund Northern Funds | — | $1.06M | 0.17% | 17,217 NS | $616.52M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.05M | 0.06% | 17,064 NS | $1.86B | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $963.5K | 0.50% | 15,646 NS | $192.40M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $935.8K | 0.06% | 15,197 NS | $1.59B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $902.8K | 0.00% | 14,660 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $870.5K | 0.06% | 14,136 NS | $1.38B | FIGI |
| iShares U.S. Insurance ETF iShares Trust | IAK | $828.4K | 0.22% | 13,452 NS | $372.07M | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $808.1K | 0.07% | 13,122 NS | $1.15B | FIGI |