WTM NYSE
White Mountains Insurance Group, Ltd.
1W: +2.8%
1M: +9.8%
3M: +1.1%
YTD: +9.1%
1Y: +14.9%
3Y: +49.4%
5Y: +103.4%
$2,212.20
-15.14 (-0.68%)
After Hours: $2212.00 (-0.20, -0.01%)
Weekly Expected Move ±2.0%
$2138
$2182
$2227
$2272
$2316
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Income Statement
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Earnings
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ETF Exposure
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10 relationships10
As Filer
counterparties named
0
As Counterparty
mentioned by others
3
Rel. Types
2022-05-10
Earliest Filing
2025-12-08
Latest Filing
target: 5
acquirer: 3
investor: 2
Counterparties (Filed by WTM)
10 relationshipsCompanies named in WTM's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| CVC Capital Partners | — | acquirer | Affiliates of funds advised by CVC acquired a controlling financial interest in the Bamboo Group. | 2025-12-08 | View |
| CVC Capital Partners | — | investor | Affiliates of CVC entered into a securities purchase agreement to acquire an equity interest in Bamboo Ide8 Insurance Se | 2025-10-03 | View |
| AQ Phoenix Parent, L.P. | — | target | Target of a 51% controlling interest acquisition by White Mountains subsidiaries for approximately $230 million. | 2025-07-07 | View |
| Bamboo IDE8 Insurance Services, LLC | — | target | Target of the merger agreement where Merger Sub will merge with and into Bamboo. | 2023-10-20 | View |
| The Carlyle Group Inc. | — | acquirer | Affiliate of the Purchaser in the NSM Transaction. | 2022-08-05 | View |
| The Carlyle Group Inc. | — | investor | Parent company of Purchaser providing equity commitment and guarantee | 2022-05-10 | View |
| Riser Merger Sub, Inc. | — | acquirer | Affiliate of Carlyle Group acting as Purchaser in the securities purchase agreement | 2022-05-10 | View |
| NSM Insurance HoldCo, LLC | — | target | Indirect subsidiary of White Mountains being sold in the transaction | 2022-05-10 | View |
| White Mountains Catskill Holdings, Inc. | — | target | Indirect wholly owned subsidiary of White Mountains being sold in the transaction | 2022-05-10 | View |
| White Mountains Holdings (Luxembourg) S.à r.l. | — | target | Indirect wholly owned subsidiary of White Mountains selling equity interest in NSM Holdings | 2022-05-10 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-08-27 | Officer/Director Change; Exhibits | View | |
| 2026-08-06 | Earnings Release; Exhibits | View | |
| 2026-06-05 | Regulation FD; Exhibits | View | |
| 2026-05-21 | Officer/Director Change; Shareholder Vote; Exhibits | View | |
| 2026-05-15 | Material Agreement; Financial Obligation; Exhibits | Agreement | View |
| 2026-05-06 | Earnings Release; Exhibits | View | |
| 2026-04-01 | Other Events; Exhibits | View | |
| 2026-02-26 | Other Events; Financial Statements and Exhibits | View | |
| 2026-02-06 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2026-01-07 | Other Events | View | |
| 2025-12-08 | Completion of Acquisition or Disposition of Assets; Other Events; Financial Statements and Exhibits | Acquisition | View |
| 2025-11-06 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-10-03 | Entry into Material Definitive Agreement; Financial Statements and Exhibits | Agreement | View |
| 2025-09-03 | Other Events | View | |
| 2025-09-02 | Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits | View | |
| 2025-08-07 | Results of Operations and Financial Condition; Financial Statements and Exhibits | View | |
| 2025-07-18 | Other Events; Financial Statements and Exhibits | View | |
| 2025-07-16 | Other Events; Financial Statements and Exhibits | View | |
| 2025-07-07 | Entry into Material Definitive Agreement; Financial Statements and Exhibits | Agreement | View |
| 2025-06-06 | Regulation FD Disclosure; Financial Statements and Exhibits | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR