secwatch / observer

8-K filed May 7, 2025, 7:59 PM ET ticker WTM CIK 0000776867

earnings confidence high sentiment neutral materiality 0.60

White Mountains Q1 book value per share $1,752 (+0.4%); Ark combined ratio 94%, gross premiums up 27%

WHITE MOUNTAINS INSURANCE GROUP LTD

2025-Q1 EPS reported $13.19 vs consensus -$14.14 ▲ beat (+193.3%)

Comprehensive income $35M vs $236M prior year; MediaAlpha unrealized loss $37M vs gain $211M.
Ark gross written premiums $1,108M (+27% YoY); combined ratio 94% includes $75M California wildfire losses.
Bamboo MGA adjusted EBITDA $20M (3x YoY); managed premiums $147M (+63%); $160M wildfire losses within reinsurance.
Kudu adjusted EBITDA $16M (+14% YoY); trailing 12-month ROE 13%; completed Homestead farmland investment.
Total consolidated portfolio return ex-MediaAlpha 2.3% vs 1.2% prior year; undeployed capital ~$550M after April deployments.

item 2.02 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0000776867-25-000005
form_type: 8-K
ticker: WTM
cik: 0000776867
company_name: WHITE MOUNTAINS INSURANCE GROUP LTD
filed_at: 2025-05-07T23:59:59+00:00
discovered_at: 2026-05-14T18:02:51.241879+00:00
generated_at: 2026-05-22T09:51:04.802171+00:00
sec_items: ["2.02", "9.01"]
event_type: earnings
sentiment: neutral
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0000776867-25-000005
json_url: https://secwatch.observer/filing/0000776867-25-000005.json
markdown_url: https://secwatch.observer/filing/0000776867-25-000005.md
text_url: https://secwatch.observer/filing/0000776867-25-000005.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/776867/000077686725000005/0000776867-25-000005-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/776867/000077686725000005/wtm-20250506.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

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Source: SEC EDGAR

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