White Mountains Insurance Group Ltd (WTM)

In the past six months, White Mountains reported a 74% increase in Q2 2025 revenue. The company announced and completed the sale of a controlling interest in Bamboo. White Mountains commenced a self-tender offer to repurchase up to $300 million in common shares. The company reported its Q4 2025 results, including a net income of $835.8 million and a book value per share of $2,188, and the stock reached an all-time high of $2149.85 USD. A director sold 165 shares of the company's stock in December 2025.

Demand for White Mountains' products and services is influenced by seasonal factors. The Property & Casualty Insurance and Reinsurance segment experiences fluctuations driven by natural disaster seasons and the home-buying season. The municipal bond market exhibits seasonal trends, with performance potentially weaker in the spring and fall and increased demand for tax-free securities in early January and mid-year. The broader asset management industry can be influenced by market cycles and investor behavior.

White Mountains Insurance Group Ltd. operates in the financial sector, specifically in the property and casualty insurance industry. The Ark/WM Outrigger segment specializes in property and casualty insurance and reinsurance, offering a diverse range of niche products. The HG Global/BAM segment focuses on municipal bond reinsurance. Kudu provides capital solutions to boutique asset and wealth management firms. NSM functions as a managing general underwriting agency and program administrator. Bamboo, previously a tech-enabled insurance distribution platform, had a controlling interest sold in December 2025. The Other Operations segment includes the company itself, its subsidiaries, and various investments.

White Mountains Insurance Group Ltd. is headquartered in Hamilton, Bermuda. The company conducts its principal businesses and provides insurance and other financial services in the United States through its subsidiaries and affiliates. Its Ark segment operates globally.

White Mountains Insurance Group maintains a positive brand reputation, with InvestingPro rating its financial health as "GOOD". The company emphasizes its commitment to being a "good partner" to its stakeholders. No specific negative events impacting its reputation were identified in the past year.

White Mountains Insurance Group Ltd. has significant institutional ownership, ranging from approximately 81.53% to 97.04% of its shares outstanding. Individual and insider ownership stands at approximately 2.91% to 3.20%.