White Mountains Insurance Group, Ltd. (WTM)
Company Info
BMG9618E1075
G9618E107
May 9, 1986
Highlights
$4.69B
$10.60
171.97
9.93
$568.40M
$521.90M
$203.20M
$1,665.34 - $2,021.93
$360.00
2.14%
2.86
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
White Mountains Insurance Group, Ltd. (WTM) returned -6.23% year-to-date (YTD) and -1.19% over the past 12 months. Over the past 10 years, WTM had an annualized return of 10.84%, slightly ahead of the S&P 500 benchmark at 10.69%.
WTM
-6.23%
5.00%
-4.51%
-1.19%
15.77%
10.84%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
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% | -4.29% | 4.18% | -8.22% | 3.14% | -6.23% | |||||||
| 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 39, 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.
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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 | $1.00 | $0.00 | $0.00 | $1.00 | |||||||
| 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
White Mountains Insurance Group, Ltd. has a dividend yield of 0.05%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
White Mountains Insurance Group, Ltd. has a payout ratio of 9.39%, which is below the market average. This means White Mountains Insurance Group, Ltd. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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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 9.48%.
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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of White Mountains Insurance Group, Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of White Mountains Insurance Group, Ltd., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -29.6%.
Valuation
The Valuation section provides an overview of how White Mountains Insurance Group, Ltd. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WTM, comparing it with other companies in the Insurance - Property & Casualty industry. Currently, WTM has a P/E ratio of 172.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WTM compared to other companies in the Insurance - Property & Casualty industry. WTM currently has a PEG ratio of 9.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WTM relative to other companies in the Insurance - Property & Casualty industry. Currently, WTM has a P/S ratio of 2.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WTM in comparison with other companies in the Insurance - Property & Casualty industry. Currently, WTM has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
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Cost Of Revenue | — |
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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 | — |