WTM WHITE MOUNTAINS INSURANCE GROUP LTD

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 5, 2026 Processed 7d 20h ago SEC 0001628280-26-041051
8-K context-dependent: Items 7.01

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Executive Summary

White Mountains filed its 2026 Annual Investor Presentation via 8-K (Item 7.01), highlighting a strong 2025 with BVPS growth of 25% to $2,188, the $1.75B sale of Bamboo (closed Dec 2025), $430M+ in new capital deployments, and $200M+ returned to shareholders. The presentation provides a comprehensive business update but contains no new material financial disclosures or guidance changes beyond what was previously reported.

Actionable Insight

This is a routine annual investor presentation with no new material disclosures or guidance changes. The stock is unlikely to react significantly. Monitor upcoming quarterly filings for updates on deployment pace and Ark's underwriting margins amid market softening.

Key Facts

  • BVPS grew 25% in 2025 to $2,188 per share
  • Bamboo sold to CVC Capital in December 2025 at $1.75B valuation; WTM retained 15% stake valued at $250M at closing
  • $430M+ deployed in 2025 across Distinguished, BroadStreet, and WTM Partners; $257M deployed in 1Q26
  • Ark 2025 combined ratio of 83%; Tangible Book Value grew 28% to $1.7B
  • Kudu 2025 GAAP ROE of 13%; Annualized Adjusted EBITDA of $70M
  • HG Global Normalized Growth in Book Value of 8% in 2025; refinanced $200M debt facility in May 2026
  • MediaAlpha 2025 revenues of $1.1B (up 29% YoY); Adjusted EBITDA of $114M (up 18% YoY)
  • Total capital of $7.0B as of 1Q26; no financial leverage at parent; $0.8B undeployed capital (14% of equity)
  • Consolidated debt to total capital of 12%

Financial Impact

No new financial guidance or material changes disclosed; presentation summarizes previously reported 2025 results and 1Q26 updates

book value per sharedeployed capitalundeployed capital

Risk Factors

  • Ark's blended risk-adjusted rate change of -6% signals market softening across several classes
  • PassportCard/DavidShield impacted by Middle East war; 1Q26 core premiums down 1% QoQ
  • MediaAlpha share price declined to $8.90 as of May 31; sector-wide valuation multiples compressed

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
0% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-041051
Document: wtm-20260605.htm0001628280-26-041051
Document: 0001628280-26-041051-index-headers.html0001628280-26-041051
Document: 0001628280-26-041051-index.html0001628280-26-041051
Document: 0001628280-26-041051.txt0001628280-26-041051
2 reports for WTM
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Reports for WTM — sortable, filterable
Type Now
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 4/10
$2,022.00 awaiting T+5awaiting T+5$2,024.05 (+0.10%)
May 15, 2026
28d ago
8-K
NEUTRAL ★ 4/10
$2,136.76 $2,146.85▲ +0.47%▼ −0.49%$2,024.05 (−5.27%)
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (52h 18m)

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