STOCK TITAN

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.

Rhea-AI Summary

White Mountains Insurance Group Ltd was reported as having 127,993 shares beneficially owned by Vanguard Capital Management, representing 5.18% of the class as disclosed on a Schedule 13G. The filing states Vanguard Capital Management has sole dispositive power over 127,993 shares and sole voting power over 18,836 shares. The filing is signed by Ashley Grim on 04/30/2026 and includes a statement that ownership includes shares held for Vanguard funds and managed accounts.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
-
Rhea-AI Summary

White Mountains Insurance Group, through its operating company White Mountains Partners, has acquired a majority interest in BaseSix Systems LLC, a building systems integration and service provider. White Mountains’ equity investment in the deal was approximately $97 million, giving it control of a business focused on mission critical, low voltage systems for commercial and institutional customers across fire & life safety, network & wireless, security & access control, and audio-visual solutions.

Basesix, founded in 2018 and headquartered in Marietta, Georgia, has grown organically by delivering on-time, on-budget projects for complex integration needs and offering aftermarket service. Management from both organizations highlight plans to use the new capital partnership to support Basesix’s next growth phase, including potential new offices and strategic acquisitions.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.4%
Tags
current report
-
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.4%
Tags
annual report
Rhea-AI Summary

White Mountains Insurance Group is asking shareholders to vote on three items at its 2026 annual meeting: electing four Class II directors to terms ending in 2029, approving an advisory vote on executive compensation, and ratifying PwC as independent auditor for 2026.

The proxy highlights a strong 2025, with book value per share reaching $2,188, up 25%, helped by the sale of Bamboo, which added roughly $320 per share, and about $200 million of share repurchases at accretive prices. Since its 1985 IPO, the company reports 13% annualized growth in book value per share and 12% in market value per share.

Operating businesses generally performed well, including Kudu’s 13% return on equity and HG Global’s $61 million of premiums, up 17%. The Board emphasizes governance practices such as 70% independent directors, an independent chair, 30% gender and 20% racial/ethnic diversity, and robust shareholder engagement, with outreach to holders of 75% of shares and meetings with holders of 31% of shares.

Executive pay is structured as pay-for-performance, with base salaries for named executive officers capped at $600,000 and 92% of 2025 CEO target compensation considered “at risk.” Long-term incentives are split between three-year cliff-vesting restricted shares and performance shares tied to compound growth in company value per share, with recent performance producing maximum or near-maximum payouts.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.4%
Tags
proxy
-
Rhea-AI Summary

White Mountains Insurance Group Ltd — Schedule 13G/A amendment from The Vanguard Group. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately. The Vanguard Group reports 0 shares beneficially owned and 0% of the class as of the amendment, reflecting disaggregation of holdings across affiliates.

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
-
Rhea-AI Summary

WHITE MOUNTAINS INSURANCE GROUP LTD executive Robert Lawrence Seelig, EVP & General Counsel, made a bona fide gift of 50 Common Shares on 2026-03-19. The gift carried no sale proceeds. After this transfer, he directly holds 17,857 Common Shares and 2,500 restricted Common Shares, plus 4 Common Shares held indirectly by his wife and dependent children and 583 Common Shares held indirectly through the WTM Retirement Plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

WHITE MOUNTAINS INSURANCE GROUP LTD director David Allen Tanner reported a disposition of shares through a bona fide gift. He transferred 225 common shares at a stated price of $0.00 per share on this Form 4. After the gift, he directly owns 1,879 common shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Caffrey Liam P reported acquisition or exercise transactions in this Form 4 filing.

WHITE MOUNTAINS INSURANCE GROUP LTD reported that Chief Executive Officer Liam P. Caffrey received a grant of 1,500 restricted common shares on February 25, 2026. The award carries no purchase price and is scheduled to vest on January 1, 2029, functioning as stock-based compensation.

Following this grant, Caffrey directly holds 3,650 common shares in total, which includes both restricted and unrestricted stock, and also has 8 common shares held indirectly through the WTM Retirement Plan. The filing does not show any open‑market buying or selling, only this equity award and updated holdings.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Harrison Giles E reported acquisition or exercise transactions in this Form 4 filing.

WHITE MOUNTAINS INSURANCE GROUP LTD President Giles E. Harrison reported an equity grant in the form of 775 restricted common shares on February 25, 2026. The award carried a grant price of $0.00 per share and is scheduled to vest on January 1, 2029.

After this grant, his directly held common shares increased to 2,675. In addition, he indirectly holds 2 common shares through a company retirement plan account, reflecting accumulation in that plan report dated as of February 25, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Hildreth Michaela reported acquisition or exercise transactions in this Form 4 filing.

WHITE MOUNTAINS INSURANCE GROUP LTD executive Michaela Hildreth, MD & Chief Accounting Officer, reported receiving a grant of 600 restricted Common Shares on February 25, 2026, at a price of $0.00 per share. The award will vest on January 1, 2029.

After this grant, she directly held 1,825 restricted Common Shares. As of the same date, she also directly held 2,491 Common Shares and indirectly held 20 Common Shares through a 401(k) account.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider

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 April 30, 2026.