White Mountains Insurance Gp
WTMHeld by 1 superinvestor.
SEC 10-K · fundamentals
Business quality
as of 2025-12-31Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.
- Revenue growth
- +66.8%
- Net margin
- 29.6%
- ROE
- 20.4%
- FCF margin
- —
Valuation · value band
Valuation
This is a holding company whose balance sheet is led by an investment portfolio. Comparing consolidated earnings power against reproduction value says nothing here — a marketable portfolio reproduces at its own market price, so owning it is not a competitive barrier. No value range or moat verdict is shown; the asset floor below is a floor only.
Asset floor (per share): $1,746.39
SEC 13F · holders
Superinvestors Holding This Security
1 holder · $35.5M combined · this quarter +0 opened / -1 exited
- Value$35.5MWeight (prev→now)2.0% → 1.8% ▼
SEC 13F · notes
Written summary
Written summary
White Mountains Insurance Gp (WTM) is held by 1 of the superinvestors tracked on Compounder, with a combined $35.5M in reported 13F value. The largest position belongs to Mason Hawkins, where it makes up 1.8% of the portfolio.
Over the latest quarter, 0 of the tracked filers opened a new position in WTM, 0 added to existing ones, 1 trimmed, and 1 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
SEC 13F · co-ownership
Also held by these investors
Investors holding White Mountains Insurance Gp (WTM) also commonly hold →
- Rayonier IncRYN1 holder
- Mattel IncMAT1 holder
- Cnx Resources CorpCNX1 holder
- People IncPPLI1 holder
- Albertsons Cos Inc - Class AACI1 holder
- Regeneron PharmaceuticalsREGN1 holder
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Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
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