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WTM · White Mountains Insurance Group Ltd

$2,111.91 -5.95 (-0.28%) At close · Aug 5
Market Cap
$5.20B
Shares
2.48M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2,111.91 Open$2,136.50 Day$2,095.43–2,136.50 52W$1,647.25–2,333.00 Avg vol 30d18K Short int138K · 5.6% float · 7.4d Short vol68% Last earningsJun 5, 2026 DataJan 2020–Aug 2026 Filing10-Q · May 6

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 6, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.46
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +0%
above
Price vs 50-day avg +0%
above
RSI (14) 44
neutral
MACD trend Negative
52-week position 68%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −3%
trailing
6-month return −1%
trailing
YTD return +2%
this year
Relative strength −13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $2103 › 200d $2101 — 50d above 200d
Institutional flow Distributing
148 of 359 funds reported for Jun 30 · net -22.8K sh shares · +13 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
5.58% of float · ▲ +10.9% MoM · 7.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
359 holders — near 3-yr high, broad support
Squeeze score 66
elevated · 0–100
Fundamentals
Strong
Revenue growth +67%
Y/Y
EPS growth +379%
Y/Y
Valuation P/E 5.2
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 2.5%
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 Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+0% Bullish
Price vs 50-day avg
+0% Bullish
RSI (14)
44 Neutral
MACD trend
Negative Bearish
52-week position
68% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $2103 › 200d $2101 — 50d above 200d
Institutional flow Distributing
148 of 359 funds reported for Jun 30 · net -22.8K sh shares · +13 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
5.58% of float · ▲ +10.9% MoM · 7.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
359 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $1,647 Now $2,112 · 68% 52-wk high $2,333
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 its earnings releases, calls, and filings
Metric Latest Period YoY
Total consolidated portfolio return excluding MediaAlpha non-GAAP 8.9% Year Ended December 31, 2025

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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
$5.20B +1.7% +66.8% 5.2 5.6%
CB
Chubb Ltd
$135.88B +13.6% +6.5% 12.4 1.1%
PGR
Progressive Corp/Oh/
$122.52B -0.5% +16.3% 10.6 1.7%
TKOMY
Tokio Marine Holdings, Inc.
$94.72B +33.2% 0.0%
TRV
Travelers Companies, Inc.
$77.97B +32.9% +5.2% 10.0 3.1%

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
358
% held
78.4%
Reported
148 of 359
Top holder
DIMENSIONAL FUND ADVISORS…
Held Float
View
Held by Funds
Fund positions
89
View
Short & Settlement
Short Interest Rising
Shares short
138.3K
Days to cover
7.4d
Change
+13.5K sh
View
Short Volume
Short vol %
68%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
2
Value
$4.1K
As of
Jul 1, 2026
View
Off-Exchange
Off-exchange %
38.1%
Week of
Jul 6, 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
Buybacks
Authorized
shares 2.6M
Remaining
shares 685.5M
View
Filings
SEC Filings
Latest
8-K
Filed
Jun 5, 2026
This year
11
View
Earnings & Events
Earnings Calls
Last call
Jun 5, 2026
View

Performance

5D 20D 120D MTD YTD
WTM -1.8% -2.6% -1.4% +0.7% +1.7%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY -7.3% -5.8% -12.7% -2.4% -11.2%

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
Buyback program · as of Dec 31, 2012
Authorized
shares 2.60M
Spent (derived)
Remaining
shares 685.50M

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) 131 filings 131 filers Visit website Investor relations