White Mountains Insurance
About: White Mountains Insurance Group Ltd is engaged in the business of making opportunistic and value-oriented acquisitions of businesses and assets in the insurance, financial services, and related sectors, operating these businesses and assets through its subsidiaries and, if and when attractive exit valuations become available, disposing of these businesses and assets. The company conducts its business in five areas: property and casualty insurance and reinsurance, municipal bond reinsurance, capital solutions for asset and wealth management firms, property and casualty insurance distribution, and other operations.
Employees: 893
0
Funds holding %
of 7,321 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 7 (+1) [Q1 2025]
0.33% more ownership
Funds ownership: 88.6% [Q4 2024] → 88.93% (+0.33%) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
1% less capital invested
Capital invested by funds: $4.43B [Q4 2024] → $4.38B (-$48.9M) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 106
1% less funds holding
Funds holding: 322 [Q4 2024] → 318 (-4) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for WTM.
Financial journalist opinion
Neutral
Business Wire
1 week ago
Majority Stake in Distinguished Programs Acquired by White Mountains
NEW YORK--(BUSINESS WIRE)--Distinguished Programs (“Distinguished” or the “Company”), a national specialty insurance MGA and program manager, is pleased to announce that it has entered into a definitive agreement in which White Mountains Insurance Group, Ltd. (“White Mountains”) will acquire a majority stake in the Company. White Mountains will support Distinguished's continued organic and inorganic growth strategy. Distinguished will continue to be led by industry veterans Bill Malloy (CEO), J.
Neutral
PRNewsWire
1 week ago
White Mountains to Acquire a Majority Stake in Distinguished Programs
HAMILTON, Bermuda , July 7, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) announced today that it has entered into an agreement to acquire a majority stake in Distinguished Programs ("Distinguished" or the "Company"), an MGA and program administrator for specialty property & casualty insurance.
Neutral
PRNewsWire
1 month ago
White Mountains to Hold 2025 Annual Investor Information Meeting on June 6, 2025
HAMILTON, Bermuda , May 19, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) will hold its Annual Investor Information Meeting on: Date: Friday, 6 June, 2025 Time: 10:00 a.m.
Neutral
PRNewsWire
2 months ago
WHITE MOUNTAINS REPORTS FIRST QUARTER RESULTS
HAMILTON, Bermuda , May 7, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) reported book value per share of $1,752 as of March 31, 2025, a slight increase for the first quarter of 2025, including dividends.
Neutral
Seeking Alpha
3 months ago
White Mountains: With Two Catalysts, I Am Upgrading It To A Buy
I previously rated White Mountains Insurance (WTM) as a hold, waiting for the price to fall below book value before buying. Recent market volatility and tariff announcements caused WTM to drop below book value, triggering my interest. WTM made two strategic investments: $150m in Broad Street, a commercial P&C insurance broker, and an undisclosed sum in Enterprise Solutions, an electrical contractor.
Neutral
PRNewsWire
3 months ago
Bamboo Insurance and Sutton National Announce Reinsurance Program Renewal
MIDVALE, Utah , April 8, 2025 /PRNewswire/ -- Sutton Specialty Insurance Company and Sutton National Insurance Company (together "Sutton National") and Bamboo Ide8 Insurance Services, LLC. ("Bamboo"), a subsidiary of White Mountains Insurance Group, Ltd.
Neutral
PRNewsWire
3 months ago
WHITE MOUNTAINS PARTNERS ANNOUNCES ACQUISITION OF ENTERPRISE SOLUTIONS
NEW YORK , April 1, 2025 /PRNewswire/ -- White Mountains Partners ("WMP"), a White Mountains operating company, announced today that it has acquired a majority interest in Enterprise Electric, LLC d/b/a Enterprise Solutions ("Enterprise Solutions" or the "Company"), a leading provider of specialty electrical contracting services. Founded in 2003 and headquartered in Nashville, Tennessee, the Company designs, engineers, prefabricates, and installs the electrical infrastructure for the built environment serving customers across several commercial and institutional end markets, including healthcare, manufacturing, education, and data centers.
Positive
Seeking Alpha
4 months ago
White Mountains: A High-Quality Insurer At A Fair Price
White Mountains avoids competitive insurance sectors like auto and homeowners insurance, instead focusing on specialized, high-margin businesses where underwriting expertise is a key advantage. The company reported 7.9% growth in book value per share, a 12.35% free cash flow yield, and maintains a conservative balance sheet, reinforcing its ability. Trading at a 1.01x book value, significantly below peers like Markel (1.49x) and Chubb (1.8x), White Mountains presents a compelling long-term investment for those prioritizing steady returns over short-term momentum.
Neutral
PRNewsWire
5 months ago
WHITE MOUNTAINS REPORTS FOURTH QUARTER RESULTS
HAMILTON, Bermuda , Feb. 7, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) reported book value per share of $1,746 and adjusted book value per share of $1,834 as of December 31, 2024.
Neutral
PRNewsWire
6 months ago
Homestead Capital, Farmland Specialist Investment Manager, Adds Kudu Investment Management as Strategic Partner
SAN FRANCISCO and NEW YORK , Jan. 14, 2025 /PRNewswire/ -- Homestead Capital USA LLC (Homestead), an asset manager focused on strategic investments in U.S. farmland, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to asset and wealth managers globally, today announced that Kudu has made a passive, minority investment in Homestead. Financial terms were not disclosed.
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