White Mountains Insurance Group Ltd. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | — | $187.78M | 2.17% | 85,474 NS | $8.64B | TICKER |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $168.92M | 0.01% | 76,890 NS | $1.99T | TICKER |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $122.85M | 0.07% | 55,920 NS | $164.60B | TICKER |
| FMI Common Stock Fund FMI Funds Inc | — | $87.88M | 5.01% | 40,000 NS | $1.75B | TICKER |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $78.24M | 0.13% | 35,613 NS | $60.64B | TICKER |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $60.00M | 0.07% | 27,309 NS | $81.50B | TICKER |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $46.78M | 2.78% | 21,295 NS | $1.68B | TICKER |
| Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust | — | $33.47M | 4.81% | 15,233 NS | $695.13M | TICKER |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | — | $28.18M | 0.90% | 12,827 NS | $3.12B | TICKER |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | — | $26.31M | 0.33% | 11,974 NS | $8.07B | TICKER |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | — | $26.28M | 2.42% | 11,963 NS | $1.09B | TICKER |
| Carillon Scout Mid Cap Fund Carillon Series Trust | — | $26.08M | 0.70% | 11,873 NS | $3.75B | TICKER |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $20.92M | 0.04% | 9,520 NS | $48.22B | TICKER |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $18.22M | 0.20% | 8,292 NS | $9.22B | TICKER |
| Brown Advisory Small-Cap Fundamental Value Fu… Brown Advisory Funds | — | $17.73M | 1.65% | 8,072 NS | $1.08B | TICKER |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | — | $16.68M | 1.10% | 7,593 NS | $1.52B | TICKER |
| Touchstone Funds Group Trust-Touchstone Small… Touchstone Funds Group Trust | — | $15.34M | 6.28% | 6,981 NS | $244.37M | TICKER |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | — | $15.03M | 1.96% | 6,840 NS | $764.91M | TICKER |
| T. Rowe Price Institutional Small-Cap Stock F… T. Rowe Price Equity Funds, Inc. | — | $14.15M | 0.33% | 6,439 NS | $4.33B | TICKER |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | — | $13.39M | 3.93% | 6,093 NS | $340.65M | TICKER |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $12.48M | 0.02% | 5,680 NS | $69.79B | TICKER |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $11.46M | 0.04% | 5,215 NS | $26.03B | TICKER |
| Victory RS Partners Fund Victory Portfolios | — | $11.40M | 1.96% | 5,190 NS | $581.72M | TICKER |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $10.87M | 0.63% | 4,948 NS | $1.71B | TICKER |
| ROYCE SMALL-CAP TRUST, INC. — | — | $10.82M | 0.48% | 4,923 NS | $2.23B | TICKER |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $9.53M | 0.90% | 4,336 NS | $1.06B | TICKER |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $9.00M | 0.30% | 4,098 NS | $3.03B | TICKER |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $7.85M | 0.06% | 3,573 NS | $14.16B | TICKER |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $7.70M | 1.84% | 3,505 NS | $417.91M | TICKER |
| VictoryShares US Small Mid Cap Value Momentum… Victory Portfolios II | USVM | $7.01M | 0.50% | 3,191 NS | $1.42B | TICKER |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $6.58M | 0.01% | 2,996 NS | $79.62B | TICKER |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | — | $6.52M | 0.93% | 2,968 NS | $704.20M | TICKER |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | — | $6.46M | 1.14% | 2,940 NS | $566.02M | TICKER |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $6.45M | 1.48% | 2,934 NS | $434.84M | TICKER |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | — | $5.68M | 2.43% | 2,586 NS | $233.45M | TICKER |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $5.53M | 0.75% | 2,516 NS | $732.85M | TICKER |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $5.05M | 1.16% | 2,300 NS | $436.75M | TICKER |
| Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust | — | $4.17M | 1.29% | 1,900 NS | $324.82M | TICKER |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $3.93M | 0.74% | 1,791 NS | $528.41M | TICKER |
| iShares Russell 1000 ETF iShares Trust | IWB | $3.75M | 0.01% | 1,707 NS | $42.78B | TICKER |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | — | $3.68M | 1.84% | 1,676 NS | $200.40M | TICKER |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $3.40M | 0.01% | 1,546 NS | $36.29B | TICKER |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $3.30M | 0.40% | 1,500 NS | $827.02M | TICKER |
| Kinetics Global Portfolio Kinetics Portfolios Trust | — | $3.22M | 5.65% | 1,464 NS | $56.91M | TICKER |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $3.00M | 0.01% | 1,366 NS | $58.89B | TICKER |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $2.58M | 0.01% | 1,176 NS | $30.28B | TICKER |
| iShares U.S. Insurance ETF iShares Trust | IAK | $2.39M | 0.64% | 1,089 NS | $372.07M | TICKER |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $2.05M | 0.11% | 931 NS | $1.86B | TICKER |
| Kinetics Paradigm Portfolio Kinetics Portfolios Trust | — | $2.03M | 0.15% | 924 NS | $1.39B | TICKER |
| iShares Russell 2500 ETF iShares Trust | SMMD | $2.03M | 0.08% | 923 NS | $2.59B | TICKER |