secwatch.observer — SEC 8-K summary
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Issuer:     WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
CIK:        0000776867
Form:       8-K
Filed at:   2026-08-06T12:14:20+00:00
Accession:  0001628280-26-053913
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

White Mountains Q2 book value per share up 4% to $2,258; Ark combined ratio 84%
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- Book value per share $2,258, up 4% in Q2; comprehensive income $199M.
- Ark combined ratio 84% in Q2; gross written premiums $778M, down 5% YoY due to property softening.
- Kudu Q2 total revenues $69M, pre-tax income $57M, adjusted EBITDA $16M; trailing 12-month ROE 15%.
- HG Global refinanced senior debt to $200M at 7.4% fixed; paid $93M dividend ($90M to White Mountains).
- Repurchased 91,194 shares for $191M at avg $2,092.72 (93% of book value); undeployed capital ~$0.8B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/776867/000162828026053913/0001628280-26-053913-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/776867/000162828026053913/wtm-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053913

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