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WTM NYSE

White Mountains Insurance Group, Ltd.
1W: +2.8% 1M: +9.8% 3M: +1.1% YTD: +9.1% 1Y: +14.9% 3Y: +49.4% 5Y: +103.4%
$2,212.20
-15.14 (-0.68%)
After Hours: $2212.00 (-0.20, -0.01%)
Weekly Expected Move ±2.0%
$2138 $2182 $2227 $2272 $2316
NYSE · Financial Services · Insurance - Diversified · Tech Score Buy · Power 66 · $5.3B mcap · 2M float · 0.863% daily turnover · Short 74% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

ETF Exposure

156
ETFs Holding
Total ETF Value
2.89%
Max Weight
0.227%
Avg Weight

ETF Holdings by Value

ETFs Holding WTM

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 VITSX
0.0061% 3,485 34.6% 62.4 0.01%
2 VTI
Vanguard Morningstar Total Stock Market ETF
0.0061% 3,485 34.6% 62.4 0.01%
3 VTSAX
0.0061% 3,485 34.6% 62.4 0.01%
4 VSMPX
0.0061% 3,485 34.6% 62.4 0.01%
5 DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
0.3789% 1,054 7.2% 21.4 0.02%
6 NAESX
0.0575% 1,302 4.3% 23.6 0.01%
7 VB
Vanguard Morningstar Small-Cap ETF
0.0575% 1,298 5.0% 22.8 0.01%
8 VSMAX
0.0575% 1,298 5.0% 22.8 0.01%
9 VSCIX
0.0575% 1,298 5.0% 22.8 0.01%
10 AVUV
Avantis U.S. Small Cap Value ETF
0.2500% 786 7.9% 11.4 0.02%
11 DFAT
Dimensional - US Targeted Value ETF
0.2558% 1,219 7.0% 20.1 0.02%
12 VASVX
1.0538% 122 15.3% 16.6 0.02%
13 VBR
Vanguard Morningstar Small-Cap Value ETF
0.1033% 818 5.7% 19.9 0.02%
14 VSIAX
0.1033% 818 5.7% 19.9 0.02%
15 VXF
Vanguard Extended Market ETF
0.0566% 3,322 9.5% 3.8 0.01%
16 VIEIX
0.0566% 3,322 9.5% 3.8 0.01%
17 VEXAX
0.0566% 3,322 9.5% 3.8 0.01%
18 VEMPX
0.0566% 3,322 9.5% 3.8 0.01%
19 DFAS
Dimensional - US Small Cap ETF
0.1553% 2,090 2.6% 15.2 0.01%
20 SCHA
Schwab U.S. Small-Cap ETF
0.1279% 1,743 2.8% 15.7 0.02%
21 DFAC
Dimensional - US Core Equity 2 ETF
0.0309% 2,537 26.7% 27.5 0.01%
22 FSMAX
0.0620% 3,181 8.8% 12.6 0.01%
23 VMVFX
1.1562% 218 15.4% 31.9 0.02%
24 VMNVX
1.1562% 212 15.1% 27.3 0.02%
25 IWR
iShares Russell Mid-Cap ETF
0.0399% 820 6.7% 20.4 0.02%
26 NIZ
0.0362% 801 9.4% 26.0 0.01%
27 FSMDX
0.0360% 821 5.9% 27.0 0.02%
28 FXO
First Trust Financials AlphaDEX Fund
1.7500% 104 17.5% 5.4 0.03%
29 FNDA
Schwab Fundamental U.S. Small Company Index ETF
0.1770% 907 3.7% 38.3 0.02%
30 ZHOK
SPDR Solactive Hong Kong ETF
1.3000% 49 61.1% 13.6 0.04%
31 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
0.0300% 2,518 27.9% 32.6 0.01%
32 USVM
VictoryShares US Small Mid Cap Value Momentum ETF
0.6849% 292 6.8% 12.7 0.02%
33 IWD
iShares Russell 1000 Value ETF
0.0142% 868 29.5% 23.8 0.02%
34 DFMC
U.S. Micro Cap Portfolio ETF
0.1417% 1,732 3.7% 24.8 0.02%
35 VTCIX
0.0345% 863 36.2% 64.7 0.01%
36 VTCLX
0.0345% 884 33.4% 54.4 0.01%
37 KIE
State Street SPDR S&P Insurance ETF
1.9797% 54 20.0% 12.0 0.02%
38 FSKAX
0.0070% 3,600 34.8% 51.6 0.01%
39 APUE
ActivePassive U.S. Equity ETF
0.3600% 434 37.5% 64.7 0.01%
40 IWS
iShares Russell Mid-Cap Value ETF
0.0524% 716 6.7% 26.0 0.02%
41 VFAIX
0.0574% 410 44.5% 17.3 0.02%
42 VFH
Vanguard Financials ETF
0.0574% 423 48.2% 18.3 0.02%
43 NIV
0.0461% 709 11.0% 27.0 0.02%
44 SMLF
iShares U.S. Small-Cap Equity Factor ETF
0.1600% 932 6.2% 18.8 0.13%
45 ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.0070% 2,420 33.8% 62.4 0.01%
46 JQUA
JPMorgan U.S. Quality Factor ETF
0.0700% 301 18.7% 108.1 0.01%
47 FNX
First Trust Mid Cap Core AlphaDEX Fund
0.4000% 450 4.3% 3.9 0.02%
48 AVUVX
0.3100% 698 7.8% 12.7 0.02%
49 DFUV
Dimensional - US Marketwide Value ETF
0.0285% 1,310 26.3% 17.8 0.02%
50 AVSC
Avantis U.S. Small Cap Equity ETF
0.1400% 1,515 3.3% 24.0 0.01%
51 VT
Vanguard Total World Stock ETF
0.0037% 9,661 22.3% 7515009019972.8 0.02%
52 VTWIX
0.0037% 9,661 22.3% 7515009019972.8 0.02%
53 VTWAX
0.0037% 9,661 22.3% 7515009019972.8 0.02%
54 IWB
iShares Russell 1000 ETF
0.0075% 1,021 35.1% 64.5 0.01%
55 NJB
0.0070% 1,002 36.0% 56.6 0.01%
56 SCHB
Schwab U.S. Broad Market ETF
0.0074% 2,380 33.9% 62.5 0.01%
57 NBSM
Neuberger Berman Small-Mid Cap ETF
2.8900% 67 22.7% 38.1 0.01%
58 IYF
iShares U.S. Financials ETF
0.0857% 142 47.8% 15.7 0.02%
59 SMMD
iShares Russell 2500 ETF
0.0752% 2,474 3.1% 19.4 0.02%
60 VONV
Vanguard Russell 1000 Value ETF
0.0132% 870 29.8% 23.5 0.02%
61 NLF
0.0843% 142 49.9% 16.1 0.02%
62 FZROX
0.0070% 2,631 33.4% 51.3 0.01%
63 IAK
iShares U.S. Insurance ETF
0.5600% 59 67.4% 11.5 0.02%
64 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
0.0389% 2,258 23.9% 22.8 0.01%
65 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
0.1200% 457 8.0% 12.8 0.01%
66 VBAIX
0.0037% 3,170 21.6% 62.4 0.01%
67 VBINX
0.0037% 3,219 19.6% 52.8 0.01%
68 VBIAX
0.0037% 3,170 21.6% 62.4 0.01%
69 AVUS
Avantis U.S. Equity ETF
0.0200% 1,919 29.9% 39.4 0.01%
70 SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
0.8100% 354 12.5% 38.5 0.02%
71 KSF
0.6100% 57 66.4% 11.7 0.02%
72 FLCOX
0.0130% 869 28.7% 24.1 0.02%
73 VITPX
0.0059% 3,015 34.6% 62.4 0.01%
74 VITNX
0.0059% 3,134 32.0% 52.7 0.01%
75 FZIPX
0.0710% 2,126 3.3% 18.3 0.02%
76 FNK
First Trust Mid Cap Value AlphaDEX Fund
0.7700% 225 8.3% 16.3 0.02%
77 VTMFX
0.0147% 840 15.9% 53.7 0.01%
78 DFUS
Dimensional U.S. Equity ETF
0.0079% 2,210 34.6% 64.3 0.01%
79 PRF
Invesco RAFI US 1000 ETF
0.0167% 992 23.4% 25.7 0.02%
80 ISCG
iShares Morningstar Small-Cap Growth ETF
0.1746% 912 7.3% 9.5 0.01%
81 JHSC
John Hancock Investments - Multifactor Small Cap ETF
0.2300% 491 4.6% 24.2 0.02%
82 JKK
iShares Morningstar Small-Cap Growth ETF
0.1673% 914 7.1% 10.1 0.01%
83 TPSC
Timothy Plan US Small Cap Core ETF
0.4500% 447 4.5% 38.8 0.02%
84 BSMC
Brandes U.S. Small-Mid Cap Value ETF
0.8684% 65 26.7% 17.2 0.02%
85 IWV
iShares Russell 3000 ETF
0.0075% 2,579 33.7% 62.4 0.01%
86 FNCL
Fidelity MSCI Financials Index ETF
0.0600% 381 48.4% 17.8 0.02%
87 DFAU
Dimensional - US Core Equity Market ETF
0.0109% 2,154 34.0% 42.9 0.01%
88 NMV
0.0068% 2,552 34.3% 54.6 0.01%
89 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
0.0273% 633 37.1% 43.6 0.01%
90 CVSM
CresAlta Small and Mid-Cap ETF
1.4000% 48 26.0% 19.5 0.03%
91 GVLU
Gotham 1000 Value ETF
0.4600% 472 5.0% 20.5 0.02%
92 BTAL
AGF U.S. Market Neutral Anti-Beta Fund
0.3371% 400 4.7% -181.9 0.06%
93 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
0.4490% 393 5.9% 36.3 0.03%
94 ESGV
Vanguard ESG U.S. Stock ETF
0.0082% 1,207 42.6% 70.4 0.01%
95 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
0.0488% 1,894 26.0% 49.9 0.01%
96 BSMAX
0.0690% 1,910 4.1% 12.6 0.01%
97 BRMAX
0.0362% 588 7.0% 16.1 0.01%
98 BRMKX
0.0362% 588 7.0% 16.1 0.01%
99 LST
Leuthold Select Industries ETF
0.4000% 118 18.1% 24.4 0.01%
100 EBI
Longview Advantage ETF
0.1200% 1,731 27.1% 21.1 0.01%
101 VFMV
Vanguard U.S. Minimum Volatility ETF
0.1946% 196 15.3% 26.3 0.03%
102 VONE
Vanguard Russell 1000 ETF
0.0065% 1,023 36.0% 65.3 0.01%
103 FIMVX
0.0480% 718 5.9% 23.9 0.02%
104 FLXSX
0.1800% 1,623 3.6% 11.2 0.01%
105 VALT LEV INV
ETFMG Sit Ultra Short ETF
0.4400% 819 194.0% 23.8 0.02%
106 JVAL
JPMorgan U.S. Value Factor ETF
0.0700% 390 17.0% 25.5 0.02%
107 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
0.3900% 900 193.3% 20.4 0.02%
108 VFVA
Vanguard U.S. Value Factor ETF
0.0841% 666 7.9% 15.4 0.02%
109 HKK
0.1000% 1,062 5.9% 15.0 0.02%
110 HKJ
0.0602% 940 8.3% 22.8 0.01%
111 EQAL
Invesco Russell 1000 Equal Weight ETF
0.0693% 1,011 4.4% 32.0 0.02%
112 AQLG
HCM Large Cap Growth ETF
0.6800% 125 35.2% 250.3 0.02%
113 EZM
WisdomTree U.S. MidCap Fund
0.0512% 503 9.0% 19.0 0.02%
114 DFSU
Dimensional - US Sustainability Core 1 ETF
0.0195% 1,967 30.7% 39.3 0.01%
115 DEUS
Xtrackers Russell US Multifactor ETF
0.1535% 860 6.6% 23.9 0.02%
116 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
0.1528% 448 10.0% 21.9 0.02%
117 GOP
Subversive Congressional Republicans Trading ETF
0.4800% 134 34.6% 64.4 0.01%
118 VTHR
Vanguard Russell 3000 ETF
0.0065% 2,980 34.7% 63.1 0.01%
119 AVTM
Avantis Total Equity Markets ETF 1
0.0500% 1,702 40.6% 45.5 0.01%
120 FAB
First Trust Multi Cap Value AlphaDEX Fund
0.2300% 674 5.0% 17.1 0.03%
121 BASMX
0.0066% 1,985 19.9% 91.7 0.01%
122 WSML
iShares MSCI World Small-Cap ETF
0.0493% 3,661 2.5% 20.4 0.02%
123 JPSV
JPMorgan Active Small Cap Value ETF
1.1000% 114 16.2% 22.0 0.02%
124 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
0.0349% 1,818 6.1% 16.1 0.01%
125 MSML
iShares MSCI USA Small-Cap ETF
0.0900% 1,657 4.0% 21.1 0.02%
126 IYY
iShares Dow Jones U.S. ETF
0.0076% 939 35.3% 64.7 0.01%
127 HKG
0.0786% 1,533 4.5% 18.8 0.02%
128 NLAX
0.0069% 962 36.1% 56.7 0.01%
129 AVSU
Avantis Responsible U.S. Equity ETF
0.0400% 1,353 32.6% 42.1 0.01%
130 BKSE
BNY Mellon US Small Cap Core Equity ETF
0.2400% 590 4.0% 17.2 0.02%
131 STXK
Strive Small-Cap ETF
0.2500% 600 3.5% 11.7 0.02%
132 SQLV
Royce Quant Small-Cap Quality Value ETF
0.4400% 302 8.7% 17.0 0.02%
133 RFLR
Innovator U.S. Small Cap Managed Floor ETF
0.1800% 823 3.8% 8.7 0.02%
134 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
0.0110% 1,613 20.8% 23.8 0.02%
135 AVUQ
Avantis U.S. Quality ETF
0.0300% 548 53.4% 75.3 0.00%
136 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
0.0300% 913 16.0% 54.4 0.02%
137 AVUSX
0.0200% 1,611 27.2% 30.3 0.01%
138 QSML
WisdomTree U.S. SmallCap Quality Growth Fund
0.5384% 375 7.1% -4.7 0.01%
139 CSA
VictoryShares US Small Cap Volatility Wtd ETF
0.3204% 499 4.2% 9.4 0.02%
140 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
0.0100% 857 29.4% 23.4 0.02%
141 JMIN
JPMorgan U.S. Minimum Volatility ETF
0.2900% 236 6.6% 20.8 0.02%
142 SMCF
Themes US Small Cap Cash Flow Champions ETF
1.5900% 75 36.1% 26.3 0.02%
143 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
0.1527% 931 5.9% 31.4 0.02%
144 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
0.0011% 790 35.2% 52.4 0.01%
145 TSEE
T. Rowe Price Small Cap ETF
0.4090% 220 15.3% 48.1 0.01%
146 QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
0.0365% 413 31.9% 26.2 0.01%
147 AVUC
Avantis U.S. Core Equity ETF
0.0100% 1,593 36.9% 55.3 0.01%
148 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
0.0900% 1,572 18.9% 40.8 0.01%
149 STMB
iShares Trust - iShares Factors US Mid Blend Style ETF
0.4200% 404 10.5% 60.5 0.11%
150 TMID
T. Rowe Price Mid Cap Equity Research ETF
0.1939% 395 9.8% 21.3 0.01%
151 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
0.1700% 819 3.1% 6.8 0.02%
152 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
0.0823% 499 1.0% 9.4 0.02%
153 HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
0.6300% 171 15.0% 25.9 0.02%
154 SECA
Main Active Rotation ETF
—% 536 48.1% 61.2 0.01%
155 FVI
First Trust Total US Market AlphaDEX ETF
0.0300% 410 0.3% 29.6 0.02%
156 XCHG
Ab US Equity ETF
0.0006% 554 40.7% 27.9 0.01%
157 ITDD
iShares LifePath Target Date 2040 ETF
0.0033% 7,963 15.8% 47.9 0.02%
158 ITDF
iShares LifePath Target Date 2050 ETF
0.0041% 7,948 19.6% 47.8 0.02%
159 ITDE
iShares LifePath Target Date 2045 ETF
0.0037% 7,963 17.8% 47.8 0.02%
160 ITDC
iShares LifePath Target Date 2035 ETF
0.0029% 7,963 13.9% 48.2 0.02%
161 ITDG
iShares LifePath Target Date 2055 ETF
0.0043% 7,948 20.8% 47.5 0.02%
162 AVIE
Avantis Inflation Focused Equity ETF
0.0100% 366 33.0% 19.4 0.02%
163 ITDH
iShares LifePath Target Date 2060 ETF
0.0044% 7,948 21.1% 47.4 0.02%
164 ITDB
iShares LifePath Target Date 2030 ETF
0.0024% 7,963 11.3% 48.8 0.02%
165 ITDI
iShares LifePath Target Date 2065 ETF
0.0044% 7,948 21.1% 47.4 0.02%
166 IRTR
iShares LifePath Retirement ETF
0.0018% 7,963 8.6% 48.8 0.02%
167 AMCA
iShares Russell 1000 Pure U.S. Revenue ETF
0.0300% 405 25.3% 21.2 0.03%
168 ITDJ
iShares LifePath Target Date 2070 ETF
0.0044% 7,948 21.1% 47.4 0.02%
169 JKJ
iShares Morningstar Small-Cap ETF
0.0800% 1,661 4.2% 20.8 0.01%
170 ISCB
iShares Morningstar Small-Cap ETF
0.0800% 1,560 3.5% 14.8 0.01%
171 CHEP
AGFiQ U.S. Market Neutral Value Fund
—% 401 —% — —%
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms