WTM Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an overview of White Mountains Insurance Group Ltd (WTM)'s financials, focusing on its revenue breakdown, profitability margins, and competitor comparison. The company generates most of its revenue from Ark, and it demonstrates strong operating and net margins. WTM's financial health is also briefly compared against industry competitors RLI and ACT.
White Mountains Insurance Group (NYSE:WTM) Cut to Hold at Wall Street Zen
White Mountains Insurance Group (NYSE:WTM) was downgraded from "buy" to "hold" by Wall Street Zen, although Weiss Ratings upgraded it to "buy (b+)," and MarketBeat's consensus remains "Buy." The company opened at $2,171.50 with a market cap of $5.39 billion, but reported quarterly EPS of $39.77, significantly missing the analyst estimate of $379.45. Institutional investors have recently adjusted their stakes in WTM, with a substantial 88.65% of the company's stock owned by them.
Assessing White Mountains Insurance Group (WTM) Valuation After Recent Mixed Share Price Performance
White Mountains Insurance Group (WTM) has shown mixed share price performance recently. Despite its current Price-to-Earnings ratio of 4.8x suggesting an undervaluation compared to the broader US market and its insurance peers, a Discounted Cash Flow (DCF) model indicates it might be expensive. Investors are advised to consider both valuation methods and assess associated risks before making investment decisions.
Allspring Global Investments Holdings LLC Decreases Position in White Mountains Insurance Group, Ltd. $WTM
Allspring Global Investments Holdings LLC significantly reduced its stake in White Mountains Insurance Group, Ltd. by 36.3% in the fourth quarter, now holding 20,193 shares valued at $41.23 million. Despite this, several other institutional investors increased their positions in WTM. Analysts have a consensus "Buy" rating for White Mountains, although the company recently missed quarterly EPS estimates.
White Mountains Partners Acquires Majority Stake in BaseSix
White Mountains Partners, an operating company of White Mountains Insurance Group, has acquired a majority interest in BaseSix Systems LLC for approximately $97 million. BaseSix provides building systems integration and aftermarket services. This acquisition aims to accelerate BaseSix's growth, expand its operations, and pursue strategic acquisitions, aligning with White Mountains Partners' strategy of investing in essential services businesses.
Morgan Lewis Advises White Mountain Partners on BaseSix Systems Acquisition – News
Morgan Lewis advised White Mountains Partners (WMP) in their acquisition of a majority interest in BaseSix Systems LLC, a provider of building systems integration and aftermarket services. WMP is an operating company of White Mountains Insurance Group, Ltd., focusing on essential services, light industrial, and specialty consumer businesses. BaseSix specializes in low voltage building systems for commercial and institutional clients, covering fire safety, network solutions, security, and audio-visual disciplines.
WTM Technical Analysis & Stock Price Forecast
This article provides a detailed technical analysis and stock price forecast for White Mountains Insurance Group Ltd (WTM). It identifies a "Strong Buy" consensus based on various technical indicators, including moving averages and oscillators. The analysis highlights key support and resistance levels, momentum indicators like RSI and MACD, and how WTM is performing relative to its moving averages.
White Mountains Insurance Group Partners invests $97M to acquire majority of BaseSix
White Mountains Insurance Group announced that its Partners unit has made an equity investment of approximately $97 million to acquire a majority interest in BaseSix Systems LLC. BaseSix specializes in the design, installation, retrofit, and maintenance of mission-critical low-voltage building systems. This deal is expected to enable BaseSix to pursue further growth opportunities, including expanding into new offices and making strategic acquisitions.
White Mountains Partners Acquires BaseSix Systems
White Mountains Partners, an operating company of White Mountains, has acquired a majority interest in BaseSix Systems LLC, a provider of building systems integration and aftermarket service. BaseSix, founded in 2018, specializes in low voltage building systems for commercial and institutional customers. This partnership aims to support BaseSix's significant growth opportunities, including opening new offices and strategic acquisitions.
WHITE MOUNTAINS PARTNERS ANNOUNCES ACQUISITION OF BASESIX
White Mountains Partners (WMP) has acquired a majority interest in BaseSix Systems LLC ("Basesix"), a company specializing in building systems integration and aftermarket services. WMP aims to support Basesix's growth, including expanding into new offices and pursuing strategic acquisitions. Basesix's co-founders expressed enthusiasm for the partnership, highlighting WMP's shared vision and financial support for their continued evolution.
White Mountains (NYSE: WTM) invests $97M for majority stake in BaseSix
White Mountains (NYSE: WTM), through its operating company White Mountains Partners, has invested approximately $97 million to acquire a majority interest in BaseSix Systems LLC. BaseSix, founded in 2018, specializes in providing mission-critical, low-voltage building systems integration and aftermarket services for commercial and institutional clients. This acquisition aligns with White Mountains Partners’ strategy of providing first institutional capital to founder-owned businesses and is intended to support BaseSix's next growth phase, including potential new offices and strategic acquisitions.
[ARS] WHITE MOUNTAINS INSURANCE GROUP LTD SEC Filing
This article reports on an ARS SEC filing by White Mountains Insurance Group Ltd (WTM). The filing was accepted on April 1, 2026, at 4:04 PM UTC and is available as a PDF document. The report also provides an overview of WTM's stock performance rankings, recent news, and other SEC filings.
Strong 2025 results and pay plan shape White Mountains (NYSE: WTM) 2026 proxy
White Mountains (NYSE: WTM) has released its 2026 definitive proxy statement, detailing strong 2025 financial performance with a 25% increase in book value per share to $2,188, significantly aided by the sale of Bamboo and share repurchases. The proxy seeks shareholder approval for director elections, an advisory vote on executive compensation, and ratification of PwC as auditor. The company emphasizes a pay-for-performance executive compensation structure and robust governance practices, including significant board independence and diversity, aligned with long-term shareholder value creation.
White Mountains Insurance Group Experiences Revision in Stock Evaluation Amid Market Dynamics
White Mountains Insurance Group (WTM) has undergone a revision in its stock evaluation, reflecting current market conditions. The company, operating in the small-cap insurance sector, has demonstrated strong resilience, outperforming the S&P 500 both year-to-date and over the past five years. Technical indicators show a mixed but generally bullish trend, with continued strong performance relative to the broader market.
JPMorgan Chase & Co. Buys 1,999 Shares of White Mountains Insurance Group, Ltd. $WTM
JPMorgan Chase & Co. significantly increased its stake in White Mountains Insurance Group, Ltd. by 86.1% in Q3, acquiring an additional 1,999 shares, bringing its total to 4,322 shares valued at $7.224 million. Despite reporting lower-than-expected EPS of $39.77 against a consensus of $379.45, the company reported $1.60 billion in revenue and a net margin of 29.62%, with institutional ownership at 88.65% and recent "Buy" ratings from analysts. White Mountains Insurance Group also announced an annual dividend of $1.00 per share, representing a 5.0% yield.
Vanguard disaggregates holdings; White Mountains (WTM) shows 0% ownership
The Vanguard Group has filed an amended Schedule 13G/A for White Mountains Insurance Group Ltd (WTM), reporting 0 shares beneficially owned and 0% of the class. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their beneficial ownership separately in reliance on SEC Release No. 34-39538. The filing indicates that Vanguard no longer aggregates beneficial ownership from these now-disaggregated subsidiaries.
White Mountains Insurance Group (NYSE:WTM) Stock Price Crosses Above Two Hundred Day Moving Average - Time to Sell?
White Mountains Insurance Group (NYSE:WTM) saw its stock price cross above its 200-day moving average, trading at $2,209.70 after reaching a high of $2,220.56. Multiple analyst firms, including Wall Street Zen and Weiss Ratings, upgraded WTM from "hold" to "buy," contributing to a "Buy" consensus rating. Despite missing quarterly EPS expectations, the company reported a market cap of $5.46 billion, a low P/E ratio of 5.11, and announced a $1.00 annual dividend, representing a 5.0% yield.
White Mountains Insurance Group Experiences Evaluation Revision Amid Mixed Performance Indicators
White Mountains Insurance Group has seen a revised evaluation due to mixed performance indicators within the small-cap insurance sector. Despite stock volatility, the company has outperformed the S&P 500 over one-year and three-year periods, returning 15.50% in the last year compared to the S&P 500's 14.90%. Technical indicators show a mixed outlook, with some bullish signs like MACD, but also cautious signals from KST and OBV.
White Mountains (WTM) EVP & General Counsel reports 50-share gift
Robert Lawrence Seelig, EVP & General Counsel at White Mountains Insurance Group Ltd. (WTM), reported gifting 50 common shares on March 19, 2026. This transaction was a bona fide gift with no sale proceeds. Following the gift, Seelig directly holds 17,857 common shares and 2,500 restricted common shares, along with indirect holdings through his wife and dependent children, and the WTM Retirement Plan.
London Co. of Virginia Sells 1,968 Shares of White Mountains Insurance Group, Ltd. $WTM
London Co. of Virginia reduced its stake in White Mountains Insurance Group by 2.9% in Q3, selling 1,968 shares and now owning 66,802 shares valued at $111.68 million. Other institutional investors also adjusted their positions, with overall institutional ownership reaching 88.65%. White Mountains Insurance Group (NYSE:WTM) recently announced an annual dividend of $1.00 per share, payable on March 25th.
Lighthouse Investment Partners LLC Purchases New Shares in White Mountains Insurance Group, Ltd. $WTM
Lighthouse Investment Partners LLC has acquired a new position of 2,939 shares in White Mountains Insurance Group, valued at approximately $4.91 million. This makes Lighthouse Investment Partners the owner of around 0.12% of the insurance provider's stock, with institutional investors holding a significant 88.65% overall. White Mountains recently announced an annual dividend of $1.00 per share and saw its shares upgraded to "Buy" by several analysts despite missing consensus EPS estimates for the last quarter.
White Mountains Declares $1.00 Dividend
White Mountains Insurance Group Ltd. has announced an annual common share dividend of $1.00 per share. This dividend will be paid on March 25, 2026, to shareholders who are on record as of the close of business on March 16, 2025. The decision was made by the Board of Directors at a meeting held on February 26, 2026.
White Mountains Insurance Faces Earnings Miss: Analyst Caution Amid Market Reset
White Mountains Insurance Group reported a significant earnings miss, with EPS of $39.77 falling well below the consensus estimate of $379.45. This substantial shortfall raises questions about the company's operational trajectory and capital allocation strategy within the complex specialty insurance market. Analysts are now closely monitoring whether this is a temporary stumble or indicative of a more structural concern, impacting valuation and capital return guidance.
Cove Street Capital LLC Has $1.81 Million Stock Position in White Mountains Insurance Group, Ltd. $WTM
Cove Street Capital LLC significantly increased its stake in White Mountains Insurance Group, Ltd. (NYSE:WTM) by 128.5% in the third quarter, bringing its total holding to 1,083 shares valued at $1.81 million. This makes White Mountains Insurance Group the 15th largest position in Cove Street Capital LLC's portfolio. Other institutional investors like Dimensional Fund Advisors LP and Cooke & Bieler LP also increased their positions in the company, with 88.65% of the stock owned by institutional investors.
Why (WTM) Price Action Is Critical for Tactical Trading
This article analyzes the price action of White Mountains Insurance Group Ltd. (NYSE: WTM), highlighting a neutral near and mid-term outlook that could moderate a long-term positive bias. It details an exceptional 20.6:1 risk-reward short setup and provides three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored for different risk profiles. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Victory Capital Management Inc. Sells 9,114 Shares of White Mountains Insurance Group, Ltd. $WTM
Victory Capital Management Inc. has reduced its stake in White Mountains Insurance Group, Ltd. by 51.7%, selling 9,114 shares and now owning 8,526 shares valued at $14.25 million. Other institutional investors like Handelsbanken Fonder AB and Choreo LLC increased their positions. White Mountains Insurance Group currently holds an average "Buy" rating from analysts, and its stock recently opened at $2,230.75, with insiders also making sales.
Director gifts 225 White Mountains (WTM) common shares in Form 4
White Mountains Insurance Group LTD director David Allen Tanner reported a disposition of 225 common shares via a bona fide gift on March 4, 2026. The shares were transferred at a stated price of $0.00 per share, and after this transaction, Tanner directly owns 1,879 common shares. This transaction, indicated by a 'G' code on the Form 4, is not a market sale or purchase but a non-cash transfer.
White Mountains Insurance Group (NYSE:WTM) Upgraded to "Buy" at Wall Street Zen
White Mountains Insurance Group (NYSE:WTM) was upgraded to a "Buy" rating by both Wall Street Zen and Weiss Ratings. The stock currently trades around $2,172.65 with a market capitalization of $5.37 billion and a low P/E ratio, reflecting significant institutional ownership. Despite missing its last quarterly earnings estimate, analysts maintain a "Buy" rating for White Mountains.
Dimensional Fund Advisors LP Buys 1,464 Shares of White Mountains Insurance Group, Ltd. $WTM
Dimensional Fund Advisors LP increased its stake in White Mountains Insurance Group, Ltd. by 0.9% in the third quarter, raising its total ownership to 157,217 shares valued at $262.79 million. Other institutional investors like Wedbush Securities Inc. and Steward Partners Investment Advisory LLC also adjusted their positions. Additionally, a company director sold 165 shares, and the stock received "Buy" ratings from Wall Street Zen and Weiss Ratings, despite missing recent earnings estimates.
Is It Too Late To Consider White Mountains Insurance Group (WTM) After Strong Multi‑Year Gains?
White Mountains Insurance Group (WTM) has seen significant multi-year gains, making investors question its current valuation at around US$2,215 per share. While one valuation model suggests the stock is 86.5% overvalued, its P/E ratio of 4.95x is well below industry and peer averages, indicating it might be undervalued based on earnings. The article encourages investors to use "Narratives" on Simply Wall St to create personalized valuation assumptions.
Handelsbanken Fonder AB Grows Stock Holdings in White Mountains Insurance Group, Ltd. $WTM
Handelsbanken Fonder AB significantly increased its stake in White Mountains Insurance Group, purchasing an additional 500 shares to bring its total holdings to 1,100 shares valued at primarily $1.84 million. Other institutions like Cooke & Bieler LP and Norges Bank also made substantial investments, leading to institutional investors owning nearly 88.65% of the company. A director also recently sold shares, while the company announced an annual dividend of $1.00 per share.
Is It Too Late To Consider White Mountains Insurance Group (WTM) After Strong Multi‑Year Gains?
White Mountains Insurance Group (WTM) has seen strong multi-year gains, but a valuation analysis by Simply Wall St suggests it may be overvalued by 86.5% based on excess returns, yet undervalued when considering its P/E ratio compared to industry averages. The article introduces "Narratives" as a way to combine financial forecasts with an investor's story about a company to determine fair value.
WTM SEC Filings - White Mountains 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to White Mountains Insurance Group, Ltd. (WTM) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event filings. It details recent significant events such as changes in non-GAAP metrics, securities purchase agreements, and leadership successions, along with AI-powered summaries for quick understanding. The platform serves as a vital resource for investors and traders to track regulatory disclosures and key company developments.
White Mountains deepens MGA bet with Bishop Street investment
White Mountains Insurance Group has made a $125 million structured capital investment in Bishop Street Underwriters, a rapidly growing MGA platform that reported over $650 million in gross written premium for 2025. This deal continues White Mountains' strategy of investing in MGAs, following successful ventures like Bamboo and Distinguished Programs. Bishop Street CEO Chad Levine stated the investment will accelerate their strategy and global footprint, supported by RedBird Capital Partners and White Mountains' insurance expertise.
WTM Technical Analysis & ETF Price Forecast
This article provides a technical analysis of White Mountains Insurance Group Ltd (WTM), indicating a "Neutral" outlook based on its Moving Averages Convergence Divergence (MACD) indicator. Despite the neutral sentiment from various technical indicators like RSI and MACD, several simple moving averages (5-Day, 10-Day, 20-Day, 60-Day, 200-Day, 250-Day) suggest a "Buy" signal given WTM's share price of $2215.09. The article also lists key support and resistance levels, though specific values are not provided.
WTM (WTM) CFO receives 500 restricted share award vesting in 2029
Michael A. Papamichael, the CFO of White Mountains Insurance Group Ltd (WTM), received a grant of 500 restricted common shares on February 25, 2026. These shares, awarded at $0.00 each as equity compensation, will vest on January 1, 2029. This transaction brings his directly held restricted-share balance to 1,200 shares, alongside 772 common shares and 12 indirectly held common shares.
White Mountains Insurance Group Hits New 52-Week High of $2,263.67
White Mountains Insurance Group (small-cap) has achieved a new 52-week high of $2,263.67, driven by a solid 28.7% return over the past year, significantly outperforming the S&P 500. The company maintains a favorable price-to-earnings ratio of 18.00 and a strong return on equity of 21.38%, reflecting its dynamic market presence despite a modest dividend yield.
White Mountains Insurance Group, Ltd. (NYSE:WTM) Plans $1.00 Annual Dividend
White Mountains Insurance Group, Ltd. (NYSE:WTM) has declared an annual dividend of $1.00 per share, payable on March 25th to shareholders of record on March 16th, representing a 4.0% yield. The dividend is well-supported by earnings, with a low payout ratio of 0.9%. Despite missing analyst consensus on its last reported earnings per share, the company exhibits a low valuation, low leverage, and strong net margin and return on equity.
White Mountains (NYSE: WTM) EVP awarded 775 restricted shares vesting in 2029
Robert Lawrence Seelig, EVP and General Counsel of White Mountains Insurance Group Ltd. (NYSE: WTM), was awarded 775 restricted common shares on February 25, 2026. These shares were granted at no cost and are set to vest on January 1, 2029. Following this grant, Seelig directly holds 2,500 restricted common shares and 17,907 other common shares, along with minor indirect holdings.
White Mountains Insurance Group (WTM) Valuation Check After Strong Recent Shareholder Returns
White Mountains Insurance Group (WTM) has shown strong recent shareholder returns, outperforming the market and its insurance peers. Despite a low P/E ratio of 4.9x suggesting undervaluation, a discounted cash flow (DCF) model indicates the shares might be overvalued. The article highlights mixed signals regarding WTM's valuation, advising investors to carefully consider both the positive recent performance and potential risks, including reliance on one-off gains.
WTM (WTM) CEO receives 1,500 restricted share award, updates holdings
Liam P. Caffrey, the CEO of WHITE MOUNTAINS INSURANCE GROUP LTD (WTM), received a grant of 1,500 restricted common shares on February 25, 2026, as reported in a Form 4 SEC filing. These shares, which vest on January 1, 2029, represent stock-based compensation and were awarded without a purchase price. Following this transaction, Caffrey's direct holdings amount to 3,650 common shares, with an additional 8 common shares held indirectly through the WTM Retirement Plan.
$125M White Mountains (NYSE: WTM) deal backs Bishop Street MGA growth
White Mountains Insurance Group (NYSE: WTM) has completed a $125 million structured capital investment in Bishop Street Underwriters, a RedBird Capital Partners portfolio company focused on property and casualty insurance. This strategic partnership aims to support Bishop Street's growth, including accelerating acquisitions, launching new programs, and expanding its global footprint. Bishop Street reported over $650 million in gross written premium for 2025 with strong organic growth and a portfolio loss ratio below 50 percent.
White Mountains (NYSE: WTM) president awarded 775 restricted shares
Giles E. Harrison, President of White Mountains Insurance Group Ltd (NYSE: WTM), was awarded 775 restricted common shares on February 25, 2026, as part of an equity grant with a $0.00 grant price. These shares are scheduled to vest on January 1, 2029. Following this grant, Harrison directly holds 2,675 common shares and indirectly holds 2 additional shares through a company retirement plan.
WHITE MOUNTAINS INSURANCE GROUP LTD SEC 10-K Report
White Mountains Insurance Group Ltd. (WTM) has released its 2025 Form 10-K report, showcasing robust financial performance driven by strategic acquisitions and strong investment returns, including a significant gain from the Bamboo Sale Transaction. The report details the company's five primary operational areas and highlights its strategic initiatives in capital management and acquisitions, while also outlining challenges posed by market volatility, operational risks, regulatory changes, and emerging climate change risks. The company plans to continue its strategy of value-oriented acquisitions and managing its portfolio to optimize returns.
Bishop Street Underwriters gets $125m funding from White Mountains
Bishop Street Underwriters, a RedBird Capital Partners portfolio company, has secured a $125 million strategic structured capital investment from White Mountains Insurance Group, Ltd. This funding follows a strong 2025 performance where Bishop Street surpassed $650 million in gross written premium with a sub-50% portfolio loss ratio. The investment aims to accelerate Bishop Street's strategy and global expansion in 2026, leveraging White Mountains' expertise in scaling MGAs.
White Mountains Insurance Group, Ltd. $WTM Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in White Mountains Insurance Group, Ltd. by 0.9%, selling 2,166 shares, but still holds a significant 9.59% ownership. The company reported a significant EPS miss in its latest quarterly earnings, with $39.77 against an estimated $379.45. Despite this, institutional investors collectively own a large portion of the stock, and analysts maintain a "Hold" rating for WTM.
White Mountains Insurance Group, Ltd. Declares Annual Dividend, Payable on March 25, 2026
White Mountains Insurance Group, Ltd. (WTM) announced an annual dividend of $1.00 per share, payable in cash on March 25, 2026. The dividend was declared by the Board of Directors at its meeting on February 26, 2026, and will be issued to shareholders of record as of the close of business on March 16, 2026. This announcement follows recent company activities, including funding for Bishop Street Underwriters LLC and various financial reports.
Bishop Street Underwriters Announces Strategic Investment by White Mountains
Bishop Street Underwriters, a RedBird Capital Partners portfolio company, has secured a $125 million strategic structured capital investment from White Mountains Insurance Group. This investment is aimed at accelerating Bishop Street's growth strategy, expanding its global footprint, and capitalizing on its strong performance in 2025, which included surpassing $650 million in gross written premium. Both companies expressed excitement about leveraging White Mountains' expertise in the MGA landscape to unlock new opportunities.
Bishop Street Underwriters Announces Strategic Investment by White Mountains
Bishop Street Underwriters, a RedBird Capital Partners portfolio company, has secured a strategic structured capital investment of $125 million from White Mountains Insurance Group, Ltd. This investment aims to accelerate Bishop Street's growth strategy, expand its global footprint, and leverage White Mountains' expertise in the MGA landscape. Both companies expressed enthusiasm for the partnership, highlighting Bishop Street's strong performance, while White Mountains recognized its potential to capitalize on market growth.
White Mountains Insurance Group (WTM) Valuation Check After Strong Recent Shareholder Returns
White Mountains Insurance Group (WTM) has seen strong shareholder returns recently, with its stock performing well over the past year. Despite a low P/E ratio of 4.9x, suggesting undervaluation compared to market and industry averages, a discounted cash flow (DCF) model indicates the shares might be overvalued. The article highlights that a significant portion of recent earnings growth was due to a one-off gain, presenting a mixed picture for investors.
