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.

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