White Mountains Insurance Group, Ltd. (WTM)
Company Info
BMG9618E1075
G9618E107
May 9, 1986
Highlights
$4.86B
$89.84
21.07
9.93
$1.20B
$1.17B
$359.20M
$1,665.71 - $2,023.00
$360.00
2.10%
3.52
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in White Mountains Insurance Group, Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
White Mountains Insurance Group, Ltd. had a return of -2.67% year-to-date (YTD) and 7.32% in the last 12 months. Over the past 10 years, White Mountains Insurance Group, Ltd. had an annualized return of 10.94%, which was very close to the S&P 500 benchmark's annualized return of 11.31%.
WTM
-2.67%
2.21%
4.19%
7.32%
10.78%
10.94%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WTM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.65% | -2.67% | |||||||||||
| 2024 | 4.71% | 12.02% | 1.69% | -0.90% | 1.62% | 0.58% | -1.73% | 3.26% | -8.03% | 5.95% | 11.84% | -3.23% | 29.31% |
| 2023 | 8.03% | -5.52% | -4.51% | 3.97% | -5.44% | 2.56% | 11.38% | 2.69% | -5.85% | -4.34% | 7.07% | -1.76% | 6.49% |
| 2022 | 2.67% | 0.89% | 8.30% | -7.76% | 18.78% | 0.10% | -0.54% | 10.53% | -4.89% | 8.68% | -4.05% | 4.08% | 39.63% |
| 2021 | 1.93% | 17.16% | -6.63% | 4.53% | 2.40% | -3.80% | -1.43% | -0.95% | -4.57% | -1.37% | -4.94% | 1.10% | 1.41% |
| 2020 | 0.15% | -11.38% | -7.98% | 6.92% | -5.90% | -3.01% | -0.88% | 1.28% | -12.61% | 16.60% | 5.69% | 4.24% | -10.19% |
| 2019 | 4.18% | 5.13% | -1.37% | 1.47% | 4.32% | 4.27% | 5.34% | -1.42% | 1.82% | -0.83% | 3.35% | 0.78% | 30.20% |
| 2018 | -1.34% | -3.93% | 2.07% | 5.20% | 4.25% | 0.50% | 0.71% | 1.63% | 0.85% | -5.26% | 4.75% | -7.65% | 0.88% |
| 2017 | 8.82% | 2.91% | -5.92% | -2.38% | 0.13% | 0.99% | -0.46% | 0.75% | -1.62% | 3.75% | 0.21% | -4.46% | 1.93% |
| 2016 | -1.89% | 7.54% | 4.79% | 3.41% | -2.97% | 4.55% | -2.46% | 0.33% | 0.73% | -0.03% | 0.87% | -0.11% | 15.17% |
| 2015 | 2.30% | 3.50% | 2.76% | -1.25% | -3.95% | 0.88% | 7.80% | 1.89% | 3.89% | 5.71% | 2.28% | -10.05% | 15.52% |
| 2014 | -6.36% | 2.63% | 3.69% | -0.61% | -0.96% | 3.03% | -0.58% | 4.85% | -0.66% | -0.82% | 1.42% | -0.58% | 4.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WTM is 58, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
White Mountains Insurance Group, Ltd. provided a 0.05% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 15 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 |
Dividend yield | 0.05% | 0.05% | 0.07% | 0.07% | 0.10% | 0.10% | 0.09% | 0.12% | 0.12% | 0.12% | 0.14% | 0.16% |
Monthly Dividends
The table displays the monthly dividend distributions for White Mountains Insurance Group, Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2023 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2022 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2021 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2020 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2019 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2018 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2017 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2016 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2015 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
| 2014 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the White Mountains Insurance Group, Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the White Mountains Insurance Group, Ltd. was 77.67%, occurring on Mar 9, 2009. Recovery took 1449 trading sessions.
The current White Mountains Insurance Group, Ltd. drawdown is 6.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.67% | Sep 9, 2005 | 879 | Mar 9, 2009 | 1449 | Dec 8, 2014 | 2328 |
| -41.92% | Mar 16, 1987 | 190 | Dec 11, 1987 | 462 | Oct 10, 1989 | 652 |
| -40.16% | Feb 12, 2020 | 25 | Mar 18, 2020 | 227 | Feb 10, 2021 | 252 |
| -32.15% | Jul 20, 1998 | 412 | Mar 8, 2000 | 67 | Jun 13, 2000 | 479 |
| -27.02% | Jun 22, 2001 | 324 | Oct 9, 2002 | 147 | May 12, 2003 | 471 |
Volatility
Volatility Chart
The current White Mountains Insurance Group, Ltd. volatility is 7.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of White Mountains Insurance Group, Ltd. compared to its peers in the Insurance - Property & Casualty industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WTM in comparison to other companies of the Insurance - Property & Casualty industry. Currently, WTM has a PE value of 21.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WTM in comparison to other companies of the Insurance - Property & Casualty industry. Currently, WTM has a PEG value of 9.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for White Mountains Insurance Group, Ltd..
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Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |