Director at White Mountains (NYSE: WTM) gets 135-share award
White Mountains (NYSE: WTM) director Margaret Dillon was granted 135 common shares as part of an annual share award on May 21, 2026. This compensation, valued at $0.00 per share, increased her direct holdings to 1,080 Common Shares. The Form 4 filing indicates this was a grant, not a market purchase, reflecting routine executive compensation.
Director John Chu receives 135-share award in WHITE MOUNTAINS (WTM)
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) director John Chu was granted 135 Common Shares as an Annual Director Share Award on May 21, 2026. These shares were issued at no cost as part of compensation, not an open-market transaction. Following this award, Chu directly holds 335 Common Shares in the company.
Director at White Mountains (NYSE: WTM) receives 135-share annual award
White Mountains Insurance Group Ltd. director Mary C. Choksi received an annual award of 135 Common Shares on May 21, 2026, as equity compensation. These shares were granted at $0.00 per share, and following this transaction, Choksi directly holds 1,993 Common Shares in the company. This grant was reported in an SEC Form 4 filing and is classified as a routine "grant, award, or other acquisition," with no sales or option exercises indicated.
WHITE MOUNTAINS (WTM) director granted 135 common shares in annual award
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) director Peter M. Carlson was granted 135 common shares as an annual award on May 21, 2026. These shares were provided at no cost, indicating compensation rather than a market purchase. Following this transaction, Carlson directly holds 852 common shares in the company, with no derivative securities or sales reported.
White Mountains director Steven M. Yi completes tenure, did not stand for re-election
Steven M. Yi, a director for White Mountains (WTM), has completed his tenure with the company. He did not stand for re-election and his term ended on May 21, 2026. This information is based on an SEC filing (8-K) by White Mountains Insurance Group Ltd.
White Mountains (NYSE: WTM) holders back directors, pay plan and PwC auditor
White Mountains Insurance Group, Ltd. (NYSE: WTM) shareholders approved all key proposals at their 2026 Annual General Meeting. Shareowners re-elected four Class II directors, overwhelmingly supported an advisory resolution on executive compensation with 98% of votes cast, and approved PricewaterhouseCoopers LLP as the independent auditor for 2026. Director Steven M. Yi concluded his board service, not standing for re-election.
Does Refinancing Into 7.39% Notes and Funding a Dividend Recast White Mountains Insurance Group’s (WTM) Capital Playbook?
White Mountains Insurance Group's subsidiary, HG Global Ltd., refinanced a US$150 million term loan with US$200 million in 7.39% fixed-rate senior secured notes due 2036. This move reduces interest costs and improves cash flow visibility, while also funding a dividend to White Mountains and other equity holders. The refinancing aligns with the company's disciplined capital allocation strategy, though its investment narrative still hinges on underwriting performance and investment results.
Price-Driven Insight from (WTM) for Rule-Based Strategy
This article provides a price-driven analysis for White Mountains Insurance Group Ltd. (WTM), highlighting divergent sentiment across various time horizons. It details institutional trading strategies, including long, breakout, and short positions, based on AI-generated signals. The analysis also covers multi-timeframe signal strengths, support, and resistance levels for optimal rule-based strategy execution.
Does Refinancing Into 7.39% Notes and Funding a Dividend Recast White Mountains Insurance Group’s (WTM) Capital Playbook?
White Mountains Insurance Group's subsidiary HG Global Ltd. refinanced US$150 million of floating-rate debt into US$200 million of 7.39% fixed-rate notes due 2036, also funding a dividend to its equity holders. This move improves interest expense visibility and modestly lowers costs, aligning with the company's capital allocation strategy. However, the article notes that it doesn't fundamentally change key short-term catalysts or risks related to underwriting and investment performance.
Does Refinancing Into 7.39% Notes and Funding a Dividend Recast White Mountains Insurance Group’s (WTM) Capital Playbook?
White Mountains Insurance Group's subsidiary HG Global Ltd. refinanced a US$150 million term loan with US$200 million in 7.39% fixed-rate senior secured notes due 2036, also funding a dividend to equity holders. This move aims to lower interest costs and improve cash flow visibility by replacing higher-cost floating-rate debt with long-term fixed-rate notes. While beneficial for capital allocation, the refinancing doesn't fundamentally alter the company's core investment risks tied to underwriting performance and investment results, and new covenants are introduced.
White Mountains to Hold 2026 Annual Investor Information Meeting on June 5, 2026
White Mountains Insurance Group, Ltd. (WTM) will hold its Annual Investor Information Meeting on June 5, 2026, at 10:00 a.m. Eastern Time in New York City. Investors can attend in person or via webcast, with CEO Liam Caffrey discussing operations and outlook. Registration and webcast instructions, along with the company's annual report and proxy statement, are available on the White Mountains website.
A Look At White Mountains Insurance Group’s Valuation After A Volatile Quarter And Leadership Changes
White Mountains Insurance Group (WTM) recently reported a Q1 2026 net loss of US$27.2 million and revenue of US$517.8 million, raising concerns about its valuation methods, particularly for Level 3 investment assets. Despite this, the company's P/E ratio of 5.1x suggests it is undervalued compared to industry and market averages, though a Discounted Cash Flow (DCF) model indicates otherwise. The article highlights the tension between the low P/E multiple and the DCF's overvaluation signal, urging investors to consider both the financial risks and opportunities.
A Look At White Mountains Insurance Group’s Valuation After A Volatile Quarter And Leadership Changes
White Mountains Insurance Group (WTM) reported a volatile Q1 2026 with a net loss, raising concerns about its Level 3 investment assets and the new leadership's risk management. While the company's P/E ratio of 5.1x suggests undervaluation compared to industry averages, a Discounted Cash Flow (DCF) model indicates potential overvaluation based on future cash flow estimates. Investors are left to weigh these mixed signals and the impact of one-off gains on its recent profitability.
White Mountains Insurance Group Raises $200 Million in 10-Year Secured Notes at 7.39% to Refinance Debt
White Mountains Insurance Group's subsidiary, HG Global, successfully completed a $200 million private placement of fixed rate senior secured notes with a 7.39% coupon, maturing in 2036. The proceeds will be used to refinance existing debt that bore a higher floating rate of 9.93%, significantly reducing interest costs and extending the maturity period. This move also includes funding a dividend to White Mountains and other HG Global equity holders.
White Mountains Insurance Group Subsidiary HG Global Ltd. Completes $200 Million Senior Secured Notes Private Placement
White Mountains Insurance Group, Ltd. announced that its subsidiary, HG Global Ltd., completed a $200 million private placement of 7.39% Senior Notes due May 14, 2036. The financing will be used for refinancing existing debt, dividends, and general corporate purposes. The notes are secured by a first priority lien and are rated "Investment Grade," with detailed covenants and information rights for noteholders.
White Mountains Insurance Group (WTM) Earnings Date and Reports 2026 $WTM
White Mountains Insurance Group (WTM) announced its Q1 2026 earnings on May 6, 2026, reporting an EPS of -$12.59, missing analyst estimates, and revenues of $517.80 million, exceeding expectations. The company's next earnings report for Q2 2026 is estimated for August 6, 2026. This report provides historical earnings data and future estimates for investors.
White Mountains reports $313.4M 13F holdings (NYSE: WTM)
White Mountains Insurance Group Ltd has filed a Form 13F, reporting institutional equity holdings valued at $313.4 million across two positions. The filing, signed on May 12, 2026, by Michaela J. Hildreth, details the aggregate market value of their long equity positions as a routine disclosure. This 13F report provides a snapshot of holdings but does not indicate future trading intent or cash flows.
How Investors May Respond To White Mountains Insurance Group (WTM) Q1 Loss And Level 3 Valuation Uncertainty
White Mountains Insurance Group (WTM) recently reported a Q1 2026 net loss of US$27.2 million, a significant swing from a US$33.9 million net income in the prior year, alongside a revenue decline. The company also highlighted the complexity and valuation uncertainty of its Level 3 investment assets, which heavily influence reported earnings and book value. Investors are left to consider whether these fluctuations are market "noise" or indicators of deeper earnings volatility, especially as a new CEO takes the helm.
Why Is White Mountains (WTM) Accepting Ark Strength While MediaAlpha Marks Drive a Quarterly Loss?
White Mountains Insurance Group Ltd (WTM) reported a net loss of US$27.2 million in Q1 2026, driven by a large unrealized loss on its MediaAlpha stake, despite strong underwriting results from its Ark/WM Outrigger operations. The article highlights the company's hybrid investment narrative, balancing solid insurance platforms with a volatile, mark-to-market investment book. It also notes that community members on Simply Wall St peg WTM's fair value between US$1,434 and US$1,581.
Why Is White Mountains (WTM) Accepting Ark Strength While MediaAlpha Marks Drive a Quarterly Loss?
White Mountains Insurance Group reported a first-quarter 2026 net loss of US$27.2 million, a reversal from the previous year's profit, attributed to investment losses from its MediaAlpha stake. While the company's insurance operations showed strong underwriting, the unrealized loss on MediaAlpha significantly impacted overall performance and book value per share. The article highlights the company's hybrid investment narrative, balancing solid insurance platforms with a volatile investment book.
White Mountains Insurance Group (NYSE:WTM) Lowered to Sell Rating by Wall Street Zen
White Mountains Insurance Group (NYSE:WTM) has been downgraded from a "hold" to a "sell" rating by Wall Street Zen, while Weiss Ratings also trimmed its view. Despite these downgrades, MarketBeat shows an overall consensus rating of "Buy" for the company. The company recently reported strong quarterly results, exceeding analyst expectations for both earnings and revenue, and institutional investors hold a significant portion of its shares.
Assessing White Mountains Insurance Group (WTM) Valuation After Recent Share Price Cooling
White Mountains Insurance Group (WTM) is currently trading around US$2,092.50, and while its share price has cooled recently, multi-year returns remain positive. The company's P/E ratio of 5x is significantly lower than the industry average, suggesting it may be undervalued. However, a Discounted Cash Flow (DCF) model indicates the stock is overvalued, presenting mixed signals on its true valuation.
White Mountains Insurance Group (NYSE:WTM) - Stock Analysis
White Mountains Insurance Group (NYSE:WTM) is currently overvalued by 48.5% according to its future cash flow value, despite a lower-than-market Price-To-Earnings ratio and significant earnings growth over the past year. The company reported a Q1 2026 net loss primarily due to investment losses, though core insurance operations remained strong. WTM has a stable share price and has recently declared an annual dividend of $1.00 per share.
Neuberger Berman Group reports 4.9% stake in White Mountains (WTM)
Neuberger Berman Group LLC disclosed a 4.9% beneficial ownership stake in White Mountains Insurance Group, holding 121,583 shares. This information was reported in an amended Schedule 13G/A filing, indicating a passive investment below the 5% threshold typically associated with active control or influence. The filing details shared voting and dispositive powers among various Neuberger Berman entities and includes standard disclaimers about beneficial ownership.
White Mountains Insurance Group (WTM) Quarterly Loss Challenges High‑Quality Earnings Narrative
White Mountains Insurance Group (WTM) reported a Q1 2026 basic EPS loss of US$12.59 and revenue of US$517.8 million, a significant drop from Q1 2025 and Q4 2025's strong performance. Despite a trailing twelve-month net margin of 28% and substantial earnings growth, the recent quarterly loss and volatility in earnings raise questions about the quality and consistency of its profits. The stock currently trades at a low P/E of 4.9x, but its current share price of US$2,080 is above its DCF fair value of US$1,433.66.
WHITE MOUNTAINS INSURANCE GROUP LTD 1Q 2026: Revenue $517.8M, EPS $(12.59) — 10-Q Summary
White Mountains Insurance Group Ltd (WTM) reported its first-quarter 2026 results, showing a decline in revenue to $517.8 million from $577.8 million a year prior. The company also posted a net loss attributable to common shareholders of $27.2 million, resulting in a diluted EPS of $(12.59), a significant drop from the $13.19 EPS in Q1 2025. Despite muted portfolio returns and some catastrophe losses, the company highlighted growth in its insurance operations and strategic deployments in various businesses.
Press Release: WHITE MOUNTAINS REPORTS FIRST QUARTER RESULTS
The article reports White Mountains' first-quarter 2026 financial results. The company reported a GAAP book value per share of $1,675 and an adjusted book value per share of $1,668, both including a $22.61 per share quarterly dividend. Total realized and unrealized investment gains were $83 million.
White Mountains Insurance Group (WTM) Quarterly Loss Challenges High‑Quality Earnings Narrative
White Mountains Insurance Group (WTM) reported a Q1 2026 loss of US$12.59 EPS and US$27.2 million net loss, contrasting with strong trailing twelve-month figures of US$423.13 EPS and US$1.0 billion net income. This quarter's volatility challenges the narrative of high-quality earnings despite significant long-term growth and a low P/E ratio compared to peers. The article highlights the tension between robust trailing performance and recent quarterly swings, along with a DCF fair value below the current share price.
Earnings Flash (WTM) White Mountains Insurance Group, Ltd. Reports Q1 Revenue $517.8M
White Mountains Insurance Group, Ltd. (WTM) announced its financial results for the first quarter, reporting revenue of $517.8 million. This earnings flash provides a quick overview of the company's Q1 performance, highlighting the key revenue figure.
White Mountains Insurance Swings to Loss in Q1, Revenue Declines
White Mountains Insurance Group (WTM) reported a net loss of $29 million for the first quarter of 2026, a significant downturn from a net income of $94 million in the same period last year. The company's revenue also saw a decline, falling to $178 million from $201 million year-over-year. Despite the unfavorable financial results, White Mountains' Adjusted Book Value per share increased by 1% to $1,595, reflecting some underlying value growth.
Earnings Flash (WTM) White Mountains Insurance Group, Ltd. Reports Q1 Revenue $517.8M
White Mountains Insurance Group, Ltd. (WTM) has reported its Q1 revenue as $517.8 million. This financial flash comes amidst other recent news for the company, including swinging to a loss in Q1 and a reported Q1 loss of $12.59 per share. The company's diverse business segments include Ark/WM Outrigger, HG Global, and Kudu, focusing on specialty insurance, municipal bond reinsurance, and investment management, respectively.
White Mountains: Q1 Earnings Snapshot
White Mountains Insurance Group Ltd. (WTM) reported a first-quarter loss of $27.2 million, translating to $12.59 per share after adjusting for investment costs. The insurer posted adjusted revenue of $519.7 million for the period. This earnings snapshot was generated by Automated Insights using data from Zacks Investment Research.
White Mountains: Q1 Earnings Snapshot
White Mountains Insurance Group Ltd. (WTM) reported a first-quarter net loss of $27.2 million, or $12.59 per share. The insurer's adjusted earnings, which account for investment costs, also stood at $12.59 per share. The company generated $517.8 million in revenue, with adjusted revenue reaching $519.7 million for the period.
White Mountains (NYSE: WTM) posts Q1 2026 loss as MediaAlpha weighs
White Mountains Insurance Group (NYSE: WTM) reported a net loss of $27 million in Q1 2026, a significant downturn from a $34 million net income a year prior, largely due to unrealized losses on its investment in MediaAlpha. Despite healthy operating results from its other businesses like Ark/WM Outrigger and Kudu, the company's book value per share saw a slight decrease of 0.8% for the quarter. The report highlights the volatility introduced by the MediaAlpha investment, overshadowing otherwise solid performance in its core insurance and asset management segments.
Vanguard Group Inc. Sells 11,306 Shares of White Mountains Insurance Group, Ltd. $WTM
Vanguard Group Inc. reduced its stake in White Mountains Insurance Group, Ltd. by 4.6% in the fourth quarter, selling 11,306 shares and now owning 235,698 shares valued at approximately $489.8 million. Other institutional investors like Dimensional Fund Advisors and Cooke & Bieler LP increased their holdings, with institutional investors collectively owning 88.65% of the company. The stock trades at $2,154.11 with a market cap of $5.34 billion, and the company recently declared an annual dividend of $1.00 per share.
MediaAlpha's $65M hit left White Mountains with a $27M Q1 loss
White Mountains (NYSE: WTM) reported a 1% decline in book value per share to $2,170 in Q1 2026, primarily due to a $65 million unrealized loss on its investment in MediaAlpha. Despite this, the company's operating segments, Ark and Kudu, showed solid performance with a 91% combined ratio and 12% TTM ROE respectively. White Mountains also deployed $125 million into Bishop Street Underwriters and acquired two companies through WTM Partners, leaving approximately $0.8 billion in undeployed capital.
White Mountains: Q1 Earnings Snapshot
White Mountains Insurance Group Ltd. (WTM) reported a first-quarter loss of $27.2 million, or $12.59 per share, adjusted for investment costs. The company's revenue for the period was $517.8 million, with adjusted revenue reaching $519.7 million. This financial news was generated using data from Zacks Investment Research.
Arizona electrical contractor Hawkeye joins Enterprise Solutions
White Mountains Partners (NYSE: WTM) announced that its portfolio company, Enterprise Solutions, has acquired Hawkeye Electric, an electrical contractor based in Chandler, Arizona. The acquisition expands Enterprise Solutions' market presence into Arizona, a fast-growing region for electrical contracting services. Hawkeye's leadership will remain in place, and the transaction is designed to preserve the company's 100% employee ownership culture.
Vanguard Capital Management (WTM) discloses 127,993 shares, 5.18%
Vanguard Capital Management reported a beneficial ownership of 127,993 shares, representing 5.18% of White Mountains Insurance Group Ltd (WTM), as disclosed in a Schedule 13G filing. The filing indicates Vanguard Capital Management has sole dispositive power over all these shares and sole voting power over 18,836 shares. The report, signed on April 30, 2026, attributes this ownership to Vanguard funds and managed accounts.
White Mountains Insurance Group (WTM) Expected to Announce Earnings on Thursday
White Mountains Insurance Group (NYSE:WTM) is expected to announce its Q1 2026 earnings before market open on Thursday, May 7th, with analysts projecting an EPS of ($4.0048) and revenue of $637.356 million. The company's stock currently trades around $2,206, with a market cap of $5.46 billion and a P/E ratio of 5.10. Institutional investors hold a significant portion of the shares, and analysts have mixed ratings on the stock.
Zurcher Kantonalbank Zurich Cantonalbank Raises Stock Position in White Mountains Insurance Group, Ltd. $WTM
Zurcher Kantonalbank, also known as Zurich Cantonalbank, significantly increased its stake in White Mountains Insurance Group, Ltd. by 260.9% in the fourth quarter, now holding 913 shares valued at $1,897,000. Other institutional investors also adjusted their positions in the company, which has a market capitalization of $5.63 billion. White Mountains Insurance Group (NYSE:WTM) recently reported Q4 EPS of $39.77, missing consensus, and declared an annual dividend of $1.00 per share.
(WTM) as a Liquidity Pulse for Institutional Tactics
This article analyzes White Mountains Insurance Group Ltd. (NYSE: WTM) using AI models to provide institutional trading strategies. It highlights a weak near-term sentiment that could precede shifts in mid and long-term outlook, identifies a mid-channel oscillation pattern, and outlines specific risk-reward setups with target prices and stop losses for position, momentum breakout, and risk hedging strategies. The analysis also includes a multi-timeframe signal analysis indicating strong mid and long-term signals.
Speece Thorson Capital Group Inc. Has $22.18 Million Stake in White Mountains Insurance Group, Ltd. $WTM
Speece Thorson Capital Group Inc. has reduced its stake in White Mountains Insurance Group, Ltd. by 5.2% in the fourth quarter, now holding 10,672 shares valued at $22.18 million. This position constitutes 4.8% of the fund's portfolio and is its largest holding. White Mountains Insurance Group (NYSE:WTM) reported earnings of $39.77 per share and revenues of $1.60 billion, paying an annual dividend of $1.00, yielding 5.0%.
M&T Bank Corp Makes New $38.55 Million Investment in White Mountains Insurance Group, Ltd. $WTM
M&T Bank Corp has announced a new investment of $38.55 million in White Mountains Insurance Group, acquiring 18,549 shares. This new stake represents approximately 0.73% ownership for M&T Bank Corp in the insurance provider. The article highlights that White Mountains Insurance Group offers an annual dividend of $1.00, has a market cap of around $5.61 billion, and a low P/E ratio of 5.24, indicating a potentially inexpensive valuation.
Robeco Institutional Asset Management B.V. Sells 16,616 Shares of White Mountains Insurance Group, Ltd. $WTM
Robeco Institutional Asset Management B.V. significantly cut its stake in White Mountains Insurance Group, selling 16,616 shares and retaining 623 shares as per its latest 13F filing. White Mountains reported a quarterly EPS of $39.77, missing the consensus, with $1.60 billion in revenue and an annual dividend of $1.00. Institutional investors own 88.65% of the company's stock, and analyst sentiment is mixed, with an average "Buy" rating.
White Mountains Insurance Group stock hits all-time high at 2326.94 USD
White Mountains Insurance Group (WTM) stock has reached an all-time high of $2326.94, marking a 32.69% increase over the past year. Despite this surge, InvestingPro analysis suggests the stock remains undervalued with a P/E ratio of 5.38 and potential for further upside. The company has also made strategic investments, acquiring BaseSix Systems LLC and providing $125 million to Bishop Street Underwriters.
White Mountains Insurance Group Hits New 52-Week High of $2,322.01
White Mountains Insurance Group (WTM) reached a new 52-week high of $2,322.01 on April 9, 2026, demonstrating strong performance with a 33.74% one-year return, outperforming the S&P 500. Despite this milestone and a robust ROE of 21.38%, the company reported an 84.2% decline in profits over the past year. The stock has a market cap of $5,427 million and a P/E ratio of 5.00.
(WTM) Risk Channels and Responsive Allocation
This article provides a detailed analysis of White Mountains Insurance Group Ltd. (NYSE: WTM), highlighting a near-term neutral sentiment amidst mid and long-term strength. It outlines distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis also features multi-timeframe signal insights, including support and resistance levels for various time horizons.
White Mountains Insurance Group stock hits all-time high at 2326.94 USD By Investing.com
White Mountains Insurance Group (WTM) stock has reached an all-time high of $2326.94, marking a 32.69% increase over the past year. Despite this surge, InvestingPro analysis suggests the stock remains undervalued, with a P/E ratio of 5.38. The company has also been active with strategic acquisitions and investments, including a majority interest in BaseSix Systems LLC and a $125 million investment in Bishop Street Underwriters.
White Mountains Insurance Group Experiences Evaluation Revision Amid Strong Market Performance
White Mountains Insurance Group has undergone an evaluation revision, demonstrating strong market performance and outperforming the S&P 500 across various time frames. The company, operating in the small-cap insurance sector, shows a mixed technical picture with bullish long-term indicators despite some short-term caution. Its stock currently trades at 2,309.92, near its 52-week high, reflecting resilience and growth.
