As of the latest SEC filings, WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) is held by 252 institutional funds. The largest fund shareholder is Undiscovered Managers Behavioral Value Fund (UBVVX), holding an estimated $187,782,959.04 in market value, representing 2.17% of its portfolio.
Funds holding WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTM
- CIK:
- 0000776867
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 2.17% | $187,782,959.04 | 85,474 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $168,924,254.40 | 76,890 | Mar 31, 2026 | May 28, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 1.95% | $166,960,146.90 | 75,190 | Feb 28, 2026 | Apr 24, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.07% | $122,854,003.20 | 55,920 | Mar 31, 2026 | May 28, 2026 |
|
FMIMX
FMI Common Stock Fund
|
MF | Independent / Boutique | 5.01% | $87,878,400.00 | 40,000 | Mar 31, 2026 | May 15, 2026 |
|
VASVX
VANGUARD SELECTED VALUE FUND
|
MF | Vanguard | 1.33% | $87,578,823.62 | 39,238 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.13% | $78,240,336.48 | 35,613 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.40% | $74,135,547.85 | 33,215 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $59,996,780.64 | 27,309 | Mar 31, 2026 | May 28, 2026 |
|
ARSIX
AMG River Road Small Cap Value Fund
|
MF | Independent / Boutique | 4.38% | $47,644,058.54 | 21,346 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 2.78% | $46,784,263.20 | 21,295 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.28% | $44,316,161.45 | 19,855 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.28% | $38,555,395.26 | 17,274 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.19% | $35,736,391.89 | 16,011 | Apr 30, 2026 | Jun 24, 2026 |
|
LLSCX
Longleaf Partners Small Cap Fund
|
MF | Independent / Boutique | 4.81% | $33,466,291.68 | 15,233 | Mar 31, 2026 | May 29, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 0.90% | $28,180,405.92 | 12,827 | Mar 31, 2026 | May 27, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.37% | $27,763,723.61 | 12,439 | Apr 30, 2026 | Jun 29, 2026 |
|
LOVLX
LORD ABBETT MID CAP STOCK FUND INC
|
MF | Independent / Boutique | 2.42% | $26,282,232.48 | 11,963 | Mar 31, 2026 | May 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.13% | $26,206,459.02 | 11,802 | Feb 28, 2026 | Apr 24, 2026 |
|
CSMEX
Carillon Scout Mid Cap Fund
|
MF | Independent / Boutique | 0.70% | $26,084,506.08 | 11,873 | Mar 31, 2026 | May 26, 2026 |
|
VMVFX
VANGUARD GLOBAL MINIMUM VOLATILITY FUND
|
MF | Vanguard | 1.27% | $25,248,270.88 | 11,312 | Apr 30, 2026 | Jun 26, 2026 |
|
LVOOX
Lord Abbett Value Opportunities Fund
|
MF | Independent / Boutique | 2.03% | $23,078,776.60 | 10,340 | Apr 30, 2026 | Jun 29, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $20,915,059.20 | 9,520 | Mar 31, 2026 | May 28, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 1.65% | $17,733,861.12 | 8,072 | Mar 31, 2026 | May 27, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $16,695,285.20 | 7,480 | Apr 30, 2026 | Jun 29, 2026 |
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