White Mountains Insurance Stock Performance

WTM Stock  USD 2,017  45.47  2.20%   
White Mountains has a performance score of 8 on a scale of 0 to 100. The firm maintains a market beta of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, White Mountains' returns are expected to increase less than the market. However, during the bear market, the loss of holding White Mountains is expected to be smaller as well. White Mountains Insurance right now maintains a risk of 1.31%. Please check out White Mountains Insurance maximum drawdown, as well as the relationship between the skewness and price action indicator , to decide if White Mountains Insurance will be following its historical returns.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in White Mountains Insurance are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of very conflicting basic indicators, White Mountains may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more

Actual Historical Performance (%)

One Day Return
1.03
Five Day Return
(0.92)
Year To Date Return
1.03
Ten Year Return
178.02
All Time Return
7.3 K
Forward Dividend Yield
0.0005
Payout Ratio
0.0182
Forward Dividend Rate
1
Dividend Date
2025-03-26
Ex Dividend Date
2025-03-17
1
How White Mountains Insurance Group Ltd. stock expands through international markets - Short Setup Fast Gain Stock Trading Tips - newser.com
10/20/2025
2
Le luxe holistique rencontre le patrimoine Lentreprise indienne Swastik Wellbeing dvoile sa vision de lancien futur en matire de bien-tre au salon WTM London 20...
11/05/2025
3
Disposition of tradable shares by David Tanner of White Mountains subject to Rule 16b-3
11/10/2025
4
Disposition of tradable shares by Reid Campbell of White Mountains subject to Rule 16b-3
11/25/2025
5
Quadrature Capital Ltd Boosts Stake in White Mountains Insurance Group, Ltd. WTM
12/01/2025
6
Longleaf Partners Small-Cap Funds Investment Theses for White Mountains
12/02/2025
7
White Mountains Insurance Gets Relative Strength Rating Upgrade
12/04/2025
8
White Mountains Completes Sale of Bamboo
12/08/2025
9
Disposition of 165 shares by Philip Gelston of White Mountains at 2048.51 subject to Rule 16b-3
12/16/2025
10
White Mountains Assessing Valuation After Years of Strong Shareholder Returns
12/17/2025
11
Hedge Fund and Insider Trading News Michael Hintze, Xavier Majic, Stanley Druckenmiller, Warren Buffett, Bill Ackman, Bridgewater Associates, Citadel Investment...
12/22/2025
12
Disposition of tradable shares by Michaela Hildreth of White Mountains subject to Rule 16b-3
12/23/2025
13
White Mountains Announces Final Results of Its Tender Offer
12/24/2025
14
White Mountains Insurance stock hits all-time high at 2143.25 USD - Investing.com
12/30/2025
15
Acquisition by Michaela Hildreth of 625 shares of White Mountains subject to Rule 16b-3
01/02/2026
Begin Period Cash Flow122.4 M
Total Cashflows From Investing Activities-447 M

White Mountains Relative Risk vs. Return Landscape

If you would invest  189,620  in White Mountains Insurance on October 8, 2025 and sell it today you would earn a total of  16,666  from holding White Mountains Insurance or generate 8.79% return on investment over 90 days. White Mountains Insurance is generating 0.1465% of daily returns assuming volatility of 1.3095% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than White, and above 98% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon White Mountains is expected to generate 1.75 times more return on investment than the market. However, the company is 1.75 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of risk.

White Mountains Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for White Mountains' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as White Mountains Insurance, and traders can use it to determine the average amount a White Mountains' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1119

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashWTMAverage RiskHigh RiskHuge Risk
Negative Returns
Based on monthly moving average White Mountains is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of White Mountains by adding it to a well-diversified portfolio.

White Mountains Fundamentals Growth

White Stock prices reflect investors' perceptions of the future prospects and financial health of White Mountains, and White Mountains fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on White Stock performance.

About White Mountains Performance

By examining White Mountains' fundamental ratios, stakeholders can obtain critical insights into White Mountains' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that White Mountains is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.04 
Return On Capital Employed 0.04  0.05 
Return On Assets 0.02  0.04 
Return On Equity 0.06  0.06 

Things to note about White Mountains Insurance performance evaluation

Checking the ongoing alerts about White Mountains for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for White Mountains Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 97.0% of the company outstanding shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Michaela Hildreth of 625 shares of White Mountains subject to Rule 16b-3
Evaluating White Mountains' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate White Mountains' stock performance include:
  • Analyzing White Mountains' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether White Mountains' stock is overvalued or undervalued compared to its peers.
  • Examining White Mountains' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating White Mountains' management team can have a significant impact on its success or failure. Reviewing the track record and experience of White Mountains' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of White Mountains' stock. These opinions can provide insight into White Mountains' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating White Mountains' stock performance is not an exact science, and many factors can impact White Mountains' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 persons.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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
(0.37)
Dividend Share
1
Earnings Share
54.87
Revenue Per Share
980.232
Quarterly Revenue Growth
(0.09)
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.