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WHITE MOUNTAINS INSURANCE GROUP LTD SEC Filings

WTM NYSE

Welcome to our dedicated page for WHITE MOUNTAINS INSURANCE GROUP SEC filings (Ticker: WTM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on WHITE MOUNTAINS INSURANCE GROUP's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into WHITE MOUNTAINS INSURANCE GROUP's regulatory disclosures and financial reporting.

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WHITE MOUNTAINS INSURANCE GROUP LTD director John Chu has filed an initial ownership report on Form 3. The filing shows that he beneficially owns 200 common shares directly after the reported event. The document does not reflect any recent purchase or sale activity, only his starting stake as an insider.

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WHITE MOUNTAINS INSURANCE GROUP LTD director Mary C. Choksi received an Annual Director Share Award of 135 Common Shares on May 21, 2026. The shares were granted at $0.00 per share as equity compensation, not as an open-market purchase.

Following this award, Choksi directly holds 1,993 Common Shares of the company. The filing does not show any sales or option exercises, only this routine grant classified as a “grant, award, or other acquisition.”

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WHITE MOUNTAINS INSURANCE GROUP LTD director Peter M. Carlson received an annual director share award in the form of 135 Common Shares on May 21, 2026. The shares were granted at a price of $0.00 per share as compensation, not as an open-market purchase.

Following this award, Carlson directly holds 852 Common Shares of the company. The filing reports no derivative securities and no sales or disposals, only this grant/award acquisition.

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CAMPBELL REID TARLTON reported acquisition or exercise transactions in this Form 4 filing.

WHITE MOUNTAINS INSURANCE GROUP LTD director Campbell Reid Tarlton received an equity award of common shares. He was granted 135 common shares as an annual director share award at no purchase price, which is a stock-based component of his board compensation.

After this grant, Tarlton directly holds 10,575 common shares. In addition, he has an indirect holding of 119 common shares through a 401(k) account. The filing does not report any open-market buys or sales, only this compensation-related share award and existing holdings.

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White Mountains Insurance Group, Ltd. reported outcomes from its 2026 Annual General Meeting held in Hamilton Parish, Bermuda. As of March 30, 2026, 2,476,670 common shares were outstanding and eligible to vote.

Shareholders elected four Class II directors—Liam P. Caffrey, Mary C. Choksi, John K. Chu, and Weston M. Hicks—to terms ending in 2029, each receiving over 1.86 million votes in favor. An advisory resolution on executive compensation passed strongly with 1,993,894 votes for, representing 98% support among votes cast, with limited opposition.

Shareholders also approved the appointment of PricewaterhouseCoopers LLP as the company’s independent registered public accounting firm for 2026, with 2,186,203 votes for and relatively few votes against or abstentions. The company noted that director Steven M. Yi did not stand for re-election and concluded his board service at the end of his term on May 21, 2026.

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White Mountains Insurance Group disclosed that its subsidiary HG Global Ltd. (HGG) completed a private placement of $200,000,000 aggregate principal amount of fixed rate senior secured notes. HGG will use the net proceeds to fully repay its existing $150 million term loan facility, pay related fees and expenses, and fund a dividend to White Mountains and the other HGG equity holders.

The existing HGG senior notes recently carried a floating interest rate of 9.93% per annum, while the new notes bear a fixed interest rate of 7.39% per annum and mature on May 14, 2036. The Note Purchase Agreement governing the new notes includes customary representations, covenants and events of default for this type of financing.

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White Mountains Insurance Group Ltd filed a Form 13F reporting its institutional equity holdings. The report lists a $313,368,520 total value across 2 reported positions and shows 0 other included managers. The filing was signed by Michaela J. Hildreth on 05-12-2026.

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Neuberger Berman Group LLC and related advisers reported beneficial ownership of 121,583 shares of White Mountains Insurance Group common stock, representing 4.9% of the class. The filing attributes 110,283 shared voting power and 121,583 shared dispositive power to the reporting group.

The filing describes multiple Neuberger Berman affiliates and fiduciary capacities, notes information barriers that exclude certain subsidiaries, and includes standard disclaimers under Exchange Act Rules 13d-3 and 13d-4.

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White Mountains Insurance Group reported total revenues of $517.8 million for the three months ended March 31, 2026 and a net loss attributable to common shareholders of $27.2 million, or $(12.59) per basic and diluted share, compared with earnings of $33.9 million a year earlier.

Results were heavily affected by investment performance, including $65.2 million of net realized and unrealized losses on its MediaAlpha stake and total net realized and unrealized investment losses of $54.4 million versus gains of $50.0 million in 2025. Core insurance operations at Ark/WM Outrigger generated net earned premiums of $373.8 million with $18.3 million of favorable prior-year reserve development, while cash flow from operations improved to $30.5 million from a use of $40.2 million.

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White Mountains Insurance Group reported a small decline in book value per share to $2,170 as of March 31, 2026, down 0.8% for the quarter including dividends. The company posted a net loss attributable to common shareholders of $27 million versus net income of $34 million a year earlier, mainly from unrealized losses on its MediaAlpha investment.

Operating businesses were generally profitable. Ark/WM Outrigger delivered a 91% combined ratio and $1.1 billion of gross written premiums, while Kudu generated $63 million of revenue, $52 million of pre-tax income and a 12% trailing 12‑month return on equity. HG Global and Distinguished grew premiums but reported lower pre-tax income, and Other Operations reflected a $65 million unrealized loss from MediaAlpha despite positive investment results elsewhere. Excluding MediaAlpha, the total investment portfolio returned 1.0% in the quarter.

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FAQ

How many WHITE MOUNTAINS INSURANCE GROUP (WTM) SEC filings are available on StockTitan?

StockTitan tracks 66 SEC filings for WHITE MOUNTAINS INSURANCE GROUP (WTM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WHITE MOUNTAINS INSURANCE GROUP (WTM)?

The most recent SEC filing for WHITE MOUNTAINS INSURANCE GROUP (WTM) was filed on May 22, 2026.