white mountains insurance group, ltd., through its subsidiaries, provides insurance services in the united states. the company operates through four segments: hg global/bam, nsm, mediaalpha, kudu, and other operations. the hg global/bam segment provides insurance on municipal bonds issued to finance public purposes, such as schools, utilities, and transportation facilities, as well as reinsurance protection services. the nsm segment operates as a general underwriting agency and program administrator for specialty property and casualty insurance to sectors, such as specialty transportation, social services, and real estate. the mediaalpha segment operates mediaalpha, a marketing technology that enables programmatic buying and selling of vertical specific, performance-based media between advertisers, and publishers through cost-per-click, cost-per-call, and cost-per-lead pricing models. the kudu segment provides capital solutions to asset managers and registered investment advisors for g
Company profile
Ticker
WTM
Exchange
Website
CEO
George Rountree
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FUND AMERICAN ENTERPRISES HOLDINGS INC, WHITE MOUNTAINS INSURANCE GROUP INC
SEC CIK
Corporate docs
Subsidiaries
ARK INSURANCE HOLDINGS LIMITED • GROUP ARK INSURANCE HOLDINGS LIMITED • GROUP ARK INSURANCE LIMITED • HG GLOBAL LTD • HG HOLDINGS LTD • HG RE LTD • HG SERVICES LTD • PSC HOLDINGS LTD. • WHITE MOUNTAINS INVESTMENTS (BERMUDA) LTD. • WM HINSON (BERMUDA) LTD ...
IRS number
942708455
WTM stock data
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
10 Apr 24
ARS
2023 FY
Annual report to shareholders
4 Apr 24
DEF 14A
Definitive proxy
4 Apr 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
Reid T. Campbell Elected to the White Mountains Board
23 Feb 24
8-K
White Mountains Reports Fourth Quarter Results
7 Feb 24
8-K
Other Events
2 Jan 24
8-K
Other Events
21 Dec 23
10-Q
2023 Q3
Quarterly report
6 Nov 23
8-K
White Mountains Reports Third Quarter Results
6 Nov 23
Latest ownership filings
4
REID TARLTON CAMPBELL
21 Mar 24
4
George Manning Rountree
23 Feb 24
4
Liam P Caffrey
23 Feb 24
4
ROBERT LAWRENCE SEELIG
23 Feb 24
4
Michaela Hildreth
23 Feb 24
4
REID TARLTON CAMPBELL
23 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
SC 13G/A
FULLER & THALER ASSET MANAGEMENT, INC.
12 Feb 24
SC 13G/A
MORGAN STANLEY
9 Feb 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 162.80 mm | 162.80 mm | 162.80 mm | 162.80 mm | 162.80 mm | 162.80 mm |
Cash burn (monthly) | (no burn) | 6.91 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 47.73 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 115.07 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 16.7 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
87.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 263 |
Opened positions | 33 |
Closed positions | 20 |
Increased positions | 79 |
Reduced positions | 81 |
13F shares | Current |
---|---|
Total value | 3.33 tn |
Total shares | 2.24 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 253.39 k | $379.00 bn |
MS Morgan Stanley | 202.92 k | $303.51 bn |
Dimensional Fund Advisors | 160.49 k | $240.05 bn |
Fuller & Thaler Asset Management | 133.81 k | $200.14 bn |
River Road Asset Management | 127.77 k | $191.10 bn |
Boston Partners | 114.50 k | $170.74 bn |
BLK Blackrock | 111.44 k | $166.67 bn |
Wallace Capital Management | 82.15 k | $122.88 bn |
Wellington Management | 70.82 k | $105.93 bn |
London Co Of Virginia | 64.21 k | $96.04 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
21 Mar 24 | Reid Tarlton Campbell | Common Shares | Gift | Dispose G | No | No | 0 | 55 | 0.00 | 15,175 |
22 Feb 24 | George Manning Rountree | Common Shares (restricted) | Grant | Acquire A | No | No | 0 | 1,800 | 0.00 | 6,500 |
22 Feb 24 | Liam P Caffrey | Common Shares (restricted) | Grant | Acquire A | No | No | 0 | 1,125 | 0.00 | 3,625 |
22 Feb 24 | Robert Lawrence Seelig | Common Shares (restricted) | Grant | Acquire A | No | No | 0 | 900 | 0.00 | 3,150 |
22 Feb 24 | Michaela Hildreth | Common Shares (Restricted) | Grant | Acquire A | No | No | 0 | 600 | 0.00 | 1,950 |
Press releases
GILES HARRISON TO JOIN WHITE MOUNTAINS AS EVP AND CHIEF STRATEGY OFFICER; LIAM CAFFREY NAMED PRESIDENT
10 Apr 24
White Mountains Declares Annual Dividend
23 Feb 24
Reid T. Campbell Elected to the White Mountains Board
23 Feb 24
ZACHARY MATTLER JOINS WHITE MOUNTAINS PARTNERS AS PRINCIPAL
12 Feb 24
WHITE MOUNTAINS REPORTS FOURTH QUARTER RESULTS
7 Feb 24