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WTM · White Mountains Insurance Group Ltd

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$2,110.95 -6.75 (-0.32%) At close · Aug 21
Market Cap
$5.04B
Shares
2.39M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2,110.95 Open$2,101.86 Day$2,101.86–2,140.30 52W close$1,650.50–2,319.41 Avg vol 30d20K Short int137K · 5.7% float · 8.5d Short vol56% Last earningsJun 5, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 15.1 · calm Equity put/call 0.51
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −0%
below
Price vs 50-day avg −0%
below
RSI (14) 45
neutral
MACD trend Negative
52-week position 69%
mid-range
Momentum
relative strength
Very Weak
1-month return −4%
trailing
6-month return −6%
trailing
YTD return +2%
this year
Relative strength −18%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $2120 › 200d $2114 — 50d above 200d
Institutional flow Distributing
-4% holders QoQ · +40 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
5.74% of float · ▼ -1.0% MoM · 8.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
353 holders — mid 3-yr range
Squeeze score 66
elevated · 0–100
Fundamentals
Strong
Revenue growth +67%
Y/Y
EPS growth +379%
Y/Y
Valuation P/E 4.8
below peers
Balance sheet $676.0M
net debt
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −14%
past year
ATR 2.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
1 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−0% Neutral
Price vs 50-day avg
−0% Neutral
RSI (14)
45 Neutral
MACD trend
Negative Bearish
52-week position
69% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $2120 › 200d $2114 — 50d above 200d
Institutional flow Distributing
-4% holders QoQ · +40 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
5.74% of float · ▼ -1.0% MoM · 8.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
353 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $1,651 Now $2,111 · 69% Range high $2,319
vs 200-day avg 0% vs 50-day avg 0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Annualized adjusted EBITDA non-GAAP $68.5M Twelve Months Ended June 30, 2026 —
Annualized revenue non-GAAP $82.8M Twelve Months Ended June 30, 2026 —
Ark's combined ratio 88% Six months ended June 30, 2026 —
Ark's tangible book value non-GAAP $1.74B As of June 30, 2026 —
GAAP → non-GAAP reconciliation
GAAP Ark's GAAP book value 1.62B
-248.6M Less: goodwill and other intangible assets, net
+370M Plus: contingent consideration
= Ark's tangible book value 1.74B
Ark/WM Outrigger combined ratio 88% Six months ended June 30, 2026 —
book value $1.62B as of June 30, 2026 —
Book value per share $2,258 as of June 30, 2026 —
Cash revenue yield non-GAAP 9.8% Twelve Months Ended June 30, 2026 —
Common shares outstanding 2.39M June 30, 2026 —
Ending balance of Kudu's participation contracts $1.34B As of June 30, 2026 —
Kudu Adjusted EBITDA non-GAAP $32.6M Six Months Ended June 30, 2026 —
Kudu return on equity 15% trailing 12 months basis —
Quarter-to-date change in book value per share, including dividends 4.1% Q2 2026 —
Quarter-to-date growth in tangible book value, including dividends non-GAAP 6.1% As of June 30, 2026 —
tangible book value $1.74B as of June 30, 2026 —
GAAP → non-GAAP reconciliation
GAAP Total equity portfolio return 6.1%
-1.2% Remove MediaAlpha
= Total equity portfolio return excluding MediaAlpha 4.9%
Year-to-date change in book value per share, including dividends 3.2% the first six months of 2026 —
Year-to-date dividends per share $1 the first six months of 2026 —
Year-to-date growth in tangible book value, including dividends non-GAAP 6.8% As of June 30, 2026 —
earned premiums $8M first quarter of 2026 —
fair value of BAM surplus notes $346M as of March 31, 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Insurance - Property & Casualty — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WTM
White Mountains Insurance Group Ltd
this stock
$5.04B +1.6% +66.8% 4.8 5.7%
CB
Chubb Ltd
 $132.26B +9.2% +6.5% 12.1 1.1%
PGR
Progressive Corp/Oh/
 $127.48B -3.7% +16.3% 11.0 1.4%
TKOMY
Tokio Marine Holdings, Inc.
 $87.75B +24.9% — — 0.0%
TRV
Travelers Companies, Inc.
 $75.83B +25.3% +5.2% 9.8 3.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
353
% held
92.1%
Net QoQ
-12.1K sh
Top holder
DIMENSIONAL FUND ADVISORS…
Held Float
View
Held by Funds
Fund positions
100
View
Short & Settlement
Short Interest Falling
Shares short
137.0K
Days to cover
8.5d
Change
-1.3K sh
View
Short Volume
Short vol %
56%
As of
Aug 21, 2026
Short Total
View
Fails to Deliver
FTD shares
6
Value
$13.1K
As of
Jul 23, 2026
View
Off-Exchange
Off-exchange %
40.5%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
James French Hill
Amount
$50.0K–$100.0K
Traded
Jun 23, 2025
View
Financials
Financials
Revenue (FY)
$3.7B
Net income (FY)
$1.1B
EPS diluted
$430.14
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
13
View
Earnings & Events
Earnings Calls
Last call
Jun 5, 2026
View

Performance

5D 20D 120D MTD YTD
WTM -1.2% -4.4% -5.9% +0.6% +1.6%
SPY -1.4% +3.6% +11.6% +2.5% +12.3%
vs SPY +0.2% -8.0% -17.5% -1.9% -10.7%

Capital returns

Latest dividend
$1.00 / share · ex Mar 16, 2026
Paid (TTM)
$1.00 / share · 1 payout
Dividend yield (TTM, derived)
— · history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 776867 CUSIP G9618E107 13F (30d) 299 filings 296 filers Visit website Investor relations

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