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The company

White Mountains Insurance Group, Ltd.

WTM · NYSE

FinancialsInsuranceAbove a falling average

WTM stood above a rising 150-day average in 35 of the last 52 weekly readings, and has been out of that trend for the last 10 weeks. It is 1.5% above that average now. Insurance: 48% of its 118 stocks in an uptrend (−13 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 10
Industry in uptrend
48% -13 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$20.8M
Officials’ trades on record
2
Institutions holding
331 (-7)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 35 of 52 weeks.

17 Apr – 16 Oct
28%46%63%Apr 26Jun 26Jul 26Sep 26Oct 26

Insurance: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$20.1M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

2 disclosed lines: House 1, Senate 0, executive 1; 2 people.

WhoDidAmountTraded
Arjun Mody Executive branch: Office of Government EthicsSocial Security Administrationsold$1k–$15k30 Jan 2026filed 10 Apr 2026
J. French Hill House: U.S. House ClerkAR02bought$50k–$100k23 Jun 2025filed 24 Jul 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months4
Buyers · sellers0 · 3

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders331-7 on the quarter
New · exited41 · 50
Reported value$4.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026158,954$329.6M+2,336+1.5%
NEUBERGER BERMAN GROUP LLCreduced · filed 13 Aug 2026119,141$247.0M-5,574−4.5%
BlackRock, Inc.added · filed 7 Aug 2026117,871$244.4M+4,543+4.0%
River Road Asset Management, LLCreduced · filed 17 Jul 2026115,880$240.3M-4,639−3.8%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026111,969$232.2M-3,584−3.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026107,479$222.8M-1,678−1.5%
FULLER & THALER ASSET MANAGEMENT, INC.reduced · filed 12 Aug 2026101,892$211.3M-2,669−2.6%
COOKE & BIELER LPreduced · filed 30 Jul 202685,120$176.5M-19,737−18.8%
Wallace Capital Management Inc.added · filed 14 Aug 202680,067$166.0M+1,272+1.6%
FIDUCIARY MANAGEMENT INCreduced · filed 13 Aug 202666,550$138.0M-18,516−21.8%
31 Mar 2023 – 30 Jun 2026
217275333Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

David Allen Tanner Company insiderDirector · last 31 Aug 20261 · 0
Stephen Klar Company insiderDirector · last 26 Aug 20260 · 0
John Chu Company insiderDirector · last 21 May 20260 · 0
Margaret Dillon Company insiderDirector · last 21 May 20260 · 0
Mary C. Choksi Company insiderDirector · last 21 May 20260 · 0
Peter M. Carlson Company insiderDirector · last 21 May 20260 · 1
Philip A. Gelston Company insiderDirector · last 21 May 20260 · 1
Reid Tarlton Campbell Company insiderDirector · last 21 May 20260 · 10
Suzanne F. Shank Company insiderDirector · last 21 May 20260 · 0
Weston M. Hicks Company insiderDirector · last 21 May 20262 · 0
Robert Lawrence Seelig Company insiderEVP & General Counsel · last 19 Mar 20268 · 6
Giles E. Harrison Company insiderPresident · last 25 Feb 20260 · 0

Same industry

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202595.9%
Cash conversionFY 2025 · to 31 Dec 202549.8%
Debt to equityFY 2025 · to 31 Dec 20250.15×
Share count trendFY 2025 · to 23 Feb 2026-0.5%
Cash and equivalentsFY 2025 · to 31 Dec 2025$185.6M

Analyst forecasts

No analyst forecasts yet.