Welcome to our dedicated page for White Mountains 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.
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Morgan Stanley filed an amended Schedule 13G reporting beneficial ownership in White Mountains Insurance Group Ltd. (WTM). The filing discloses 132,638 shares beneficially owned, representing 5.2% of the common stock as of the event date 09/30/2025.
The filing lists 0 shares with sole voting power and 95,280 shares with shared voting power. It also reports 0 shares with sole dispositive power and 132,638 shares with shared dispositive power. Morgan Stanley certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
White Mountains Insurance Group (WTM)
Bamboo’s MGA pre-tax income was $14.9 million for Q3 2025 and $40.1 million for the nine-month period, after removing the Bamboo captive from consolidated GAAP. Total consolidated portfolio return was 2.1% for Q3; excluding MediaAlpha it was 2.0%. For the nine months, total consolidated portfolio return was 6.6%; excluding MediaAlpha it was 6.8%. The Q3 total equity portfolio return was 2.8% and 2.7% excluding MediaAlpha.
The release details how Kudu’s EBITDA and adjusted metrics exclude fair‑value changes, equity‑based comp, and transaction costs; Bamboo’s MGA metrics exclude captive results and specified expenses; and Distinguished’s ScaleCo figures exclude GrowthCo results and certain non‑cash items. Reconciliations are included in Exhibit 99.1.
White Mountains Insurance Group Ltd. (WTM) filed an Form 8-K reporting a material event that references a Securities Purchase Agreement dated October 2, 2025 among White Mountains Investments (Luxembourg) S.à r.l., WM Pierce Holdings, Inc., PM Holdings, LLC and other parties. The filing also includes a press release dated October 3, 2025. The 8-K identifies a significant transaction document and a public announcement but does not include transaction economics, consideration amounts, or detailed terms within the excerpt provided.
White Mountains Insurance Group announced a planned CEO succession: Manning Rountree will retire as CEO and director on December 31, 2025, and will become Senior Advisor through January 1, 2028. Liam Caffrey, currently President and CFO, will become CEO and a director on January 1, 2026. Michael Papamichael will succeed Caffrey as CFO and Giles Harrison will become President, both effective January 1, 2026. The filing states there are no arrangements, family relationships, or material transactions requiring disclosure for the new officers, and no material changes to their compensation at this time. The Board approved a letter agreement with Mr. Rountree providing a 2025 cash bonus formula and a $300,000 annual salary during his advisory term, plus restrictive covenants and a mutual release of claims.
White Mountains Insurance Group (WTM) filed an 8-K (Item 2.02) to furnish Q2 2025 results released on 7 Aug 2025.
- Bamboo MGA profitability surged: Q2 pre-tax income rose to $15.0 m from $6.0 m YoY; six-month pre-tax income climbed to $25.2 m from $7.3 m.
- Consolidated GAAP figures: Bamboo GAAP pre-tax income reached $16.1 m (vs $6.4 m).
- Investment performance: Total consolidated portfolio return was 2.7 % in Q2 (-0.1 % in Q2 2024) and 4.5 % YTD. Excluding MediaAlpha, returns improved to 2.3 % for Q2 and 4.7 % YTD.
- Equity portfolio: Q2 return of 4.2 %; excluding MediaAlpha 3.4 %.
- Non-GAAP focus: The press release presents 11 non-GAAP metrics for Kudu, Bamboo and portfolio returns, with reconciliations referenced in Exhibit 99.1.
No other material transactions or guidance were disclosed in the filing; the full financial detail resides in the attached press release.
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