White Mountains Insurance Group Ltd (WTM)

Over the past six months, White Mountains Insurance Group Ltd. experienced a share price increase of 15.09% to $2,155.01 as of March 20, 2026. The company reported strong fourth-quarter 2025 results with revenue of US$1,603.8 million and net income of US$835.8 million. White Mountains announced a strategic investment in Bishop Street Underwriters in February 2026. In December 2025, the company completed a self-tender offer to purchase up to $300 million in value of its common shares and finalized the sale of a controlling interest in Bamboo, resulting in a significant net gain. The company reported its third-quarter 2025 results on November 6, 2025, with book value per share of $1,851 as of September 30, 2025, an increase of 3% for the quarter.

Specific demand seasonality for White Mountains Insurance Group Ltd.'s products and services is not explicitly detailed. However, the company's business is exposed to factors such as catastrophe seasons for property and casualty insurance, interest rate environments for municipal bonds, and general market conditions for asset management. There is a mention of "WTM Seasonality" which displays mean and median monthly returns for the stock to identify seasonal patterns.

White Mountains Insurance Group Ltd. is a diversified financial services holding company focused on opportunistic acquisitions in the insurance, financial services, and related sectors. The company operates through segments like Ark/WM Outrigger (specialty property and casualty insurance and reinsurance), HG Global/BAM (municipal bond insurance), Kudu (capital solutions for asset and wealth managers), Bamboo (insurance distribution platform, though a controlling interest was sold in December 2025), Distinguished (Managing General Agent for specialty property and casualty insurance), and Other Operations (including WM Capital, White Mountains Advisors LLC, and various investments).

White Mountains Insurance Group Ltd. provides insurance services in the United States, the United Kingdom, Bermuda, and internationally. The company is headquartered in Hamilton, Bermuda, with an MGA for leisure travel and global expatriate medical insurance operating in Israel, the European Union, and Australia.

White Mountains Insurance Group emphasizes value creation and strong partnerships, focusing on its reputation as a good partner to shareholders and stakeholders. The company highlights its inclusive, team-oriented culture and commitment to equal employment opportunities. Lloyd's Syndicates 4020 and 3902 benefit from financial strength ratings of "A+/stable" by A.M. Best and "AA-/stable" by Standard & Poor's, while GAIL's financial strength rating was "A/stable" by A.M. Best.

White Mountains Insurance Group Ltd. has significant institutional ownership, with 446 institutional owners holding 2,264,613 shares, representing 92.40% ownership as of April 2025. Major institutional owners include Vanguard Group Inc., Dimensional Fund Advisors Lp, and Neuberger Berman Group LLC. Major individual owners include John Joseph Byrne, owning 32.00% of the company's shares, and John Davies Gillespie, owning 12.28% of the company's shares.