Added to YB: 2025-08-15
Pitch date: 2025-06-30
WTM [neutral]
White Mountains Insurance Group, Ltd.
+14.5%
current return
Author Info
No bio for this author
Company Info
White Mountains Insurance Group, Ltd., through its subsidiaries, engages in the provision of insurance and other financial services in the United States.
Market Cap
$4.8B
Pitch Price
$1.8K
Price Target
N/A
Dividend
0.05%
EV/EBITDA
N/A
P/E
34.64
EV/Sales
2.47
Sector
Insurance
Category
value
RS Concentrated All Cap Value Strategy Portfolio Holding: White Mountains Insurance Group, Ltd.
WTM (holding update): Diversified insurance/asset mgmt holding co founded by GEICO-revitalizer Jack Byrne. Intrinsic value of portfolio businesses exceeds market valuation with near-term realization potential. Underperformed last quarter, but underlying businesses feature strong balance sheets, cash flows & improving ROIC, creating foundation for material value creation.
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