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.
White Mountains Insurance Group Ltd reported that a director disposed of 165 common shares on 12/16/2025, leaving 1,568 shares beneficially owned in direct form.
The transaction is coded "S" in the filing and lists a price of $2,048.51 for the common shares. The report is filed for one reporting person and identifies the filer’s relationship to the company as a director.
White Mountains Insurance Group completed a major divestiture of its Bamboo business. On December 5, 2025, a wholly owned subsidiary sold approximately 77.3% of its equity interest in WM Pierce Holdings, Inc. and its subsidiaries, including Bamboo Ide8 Insurance Services, LLC, to affiliates of funds advised by CVC Capital Partners under a securities purchase agreement dated October 2, 2025.
The transaction generated net cash proceeds at closing of $848 million, while White Mountains retained an indirect equity interest in the Bamboo Group valued at $250 million. The company also prepared and filed unaudited pro forma condensed consolidated financial statements to show how this sale would have affected its balance sheet as of September 30, 2025 and its results of operations for the nine months ended September 30, 2025 and the year ended December 31, 2024.
White Mountains Insurance Group Ltd. (WTM) director reported a small change in personal holdings. On 11/25/2025, the reporting person disposed of 50 common shares at a stated price of $0 under transaction code "G," which typically indicates a gift. Following this transaction, the reporting person beneficially owns 15,440 common shares directly and 119 common shares indirectly through a 401(k) plan. The filing covers only non-derivative equity and shows no derivative securities activity.
White Mountains Insurance Group Ltd filed a Form 13F disclosing institutional holdings with a reported Form 13F Information Table Value Total of $203,208,267.
The report lists 1 information table entry and is signed by Michaela J. Hildreth, Managing Director and Chief Accounting Officer, on 11-13-2025.
White Mountains Insurance Group (WTM) director reported a bona fide gift of 4 common shares on November 10, 2025 at $0 (Code G). Following the transaction, the director beneficially owns 2,104 shares, held directly, per Form 4.
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, Ltd. reported net income attributable to common shareholders of $113.8 million for the quarter and $270.6 million for the first nine months of 2025, down from $179.0 million and $360.8 million a year earlier. Total revenues rose to $864.2 million for the quarter and $2.13 billion year-to-date, reflecting strong contributions from P&C insurance, asset management and distribution businesses.
The company agreed to sell a controlling interest in Bamboo at a $1.75 billion enterprise value, expecting about $840 million in net cash and retaining a $250 million stake. It also acquired controlling interests in Distinguished, a specialty insurance distribution platform, and Enterprise Solutions, expanding non-insurance operations. Investment portfolios remained sizable, with $7.06 billion in total investments and growing Level 3 holdings tied mainly to Kudu participation contracts.
White Mountains Insurance Group (WTM) furnished a press release with results for the three and nine months ended September 30, 2025. The update emphasizes several non‑GAAP measures across Kudu, Bamboo, and Distinguished, with reconciliations provided in the accompanying exhibit.
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, Ltd. has completed a significant acquisition in the specialty insurance program space. On September 2, 2025, the company and two indirect wholly owned subsidiaries closed the previously announced purchase of 50% of AQ Phoenix Parent, L.P., known as Distinguished Programs, for $224 million in cash.
Including an existing interest of approximately 1%, White Mountains now holds a 51% controlling stake in Distinguished Programs. This gives White Mountains majority control over the business, meaning it can direct key decisions and will typically consolidate Distinguished Programs’ financial results in its own reporting.