White Mountains Ownership

WTM Stock  USD 1,971  26.33  1.35%   
The market capitalization of White Mountains Insurance is $5.06 Billion. The majority of White Mountains outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in White Mountains Insurance to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in White Mountains Insurance. Please pay attention to any change in the institutional holdings of White Mountains Insurance as this could imply that something significant has changed or is about to change at the company. Please note that on September 18, 2024, Representative Michael McCaul of US Congress acquired under $15k worth of White Mountains Insurance's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
2.5 M
Current Value
2.5 M
Avarage Shares Outstanding
14 M
Quarterly Volatility
17.2 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as White Mountains in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of White Mountains, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of the 22nd of November 2024, Dividend Paid And Capex Coverage Ratio is likely to grow to 163.19, while Dividends Paid is likely to drop about 2.5 M. As of the 22nd of November 2024, Net Income Applicable To Common Shares is likely to grow to about 958.9 M, while Common Stock Shares Outstanding is likely to drop about 2.4 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in White Mountains Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.

White Stock Ownership Analysis

About 90.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.08. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. White Mountains Insurance recorded earning per share (EPS) of 252.46. The entity last dividend was issued on the 8th of March 2024. The firm had 1:20 split on the September 26, 2012. White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. White Mountains Insurance Group, Ltd. was incorporated in 1980 and is headquartered in Hamilton, Bermuda. White Mountains operates under InsuranceProperty Casualty classification in the United States and is traded on New York Stock Exchange. It employs 1648 people. For more information please call Timothy Miller at 441 278 3160 or visit https://www.whitemountains.com.
Besides selling stocks to institutional investors, White Mountains also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different White Mountains' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align White Mountains' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

White Mountains Quarterly Liabilities And Stockholders Equity

5.43 Billion

White Mountains Insider Trades History

Roughly 3.0% of White Mountains Insurance are currently held by insiders. Unlike White Mountains' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against White Mountains' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of White Mountains' insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

White Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as White Mountains is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading White Mountains Insurance backward and forwards among themselves. White Mountains' institutional investor refers to the entity that pools money to purchase White Mountains' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
State Street Corp2024-06-30
52.2 K
Fiduciary Management, Inc. Of Milwaukee2024-06-30
49.4 K
Bank Of America Corp2024-06-30
41.2 K
Geode Capital Management, Llc2024-06-30
39.6 K
Reinhart Mahoney Capital Management Inc2024-09-30
39.4 K
Select Equity Group Lp2024-09-30
34.7 K
Lord, Abbett & Co Llc2024-06-30
30.6 K
Norges Bank2024-06-30
30.1 K
Spears Abacus Advisors Llc2024-09-30
28.9 K
Morgan Stanley - Brokerage Accounts2024-06-30
369.9 K
Vanguard Group Inc2024-09-30
250.8 K
Note, although White Mountains' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

White Mountains Insurance Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific White Mountains insiders, such as employees or executives, is commonly permitted as long as it does not rely on White Mountains' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases White Mountains insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

White Mountains' latest congressional trading

Congressional trading in companies like White Mountains Insurance, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in White Mountains by those in governmental positions are based on the same information available to the general public.
2024-09-18Representative Michael McCaulAcquired Under $15KVerify
2024-07-22Representative Michael McCaulAcquired $15K to $50KVerify

White Mountains Corporate Filings

12th of November 2024
Other Reports
ViewVerify
8K
6th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
29th of August 2024
Other Reports
ViewVerify
F3
10th of June 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

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When determining whether White Mountains Insurance is a strong investment it is important to analyze White Mountains' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact White Mountains' future performance. For an informed investment choice regarding White Stock, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in White Mountains Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of White Mountains. If investors know White will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about White Mountains listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
6.582
Dividend Share
1
Earnings Share
252.46
Revenue Per Share
1.1 K
Quarterly Revenue Growth
0.835
The market value of White Mountains Insurance is measured differently than its book value, which is the value of White that is recorded on the company's balance sheet. Investors also form their own opinion of White Mountains' value that differs from its market value or its book value, called intrinsic value, which is White Mountains' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because White Mountains' market value can be influenced by many factors that don't directly affect White Mountains' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between White Mountains' value and its price as these two are different measures arrived at by different means. Investors typically determine if White Mountains is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, White Mountains' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.