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Mar 31, 2024

White Mountains Q1 2024 Earnings Report

Reported a good first quarter with ABVPS up 6%, driven by MediaAlpha and solid operating and investment results.

Key Takeaways

White Mountains reported a strong first quarter in 2024, with a 6% increase in adjusted book value per share. The company benefited from unrealized gains in MediaAlpha and solid performance across its operating segments, including Ark, BAM, Kudu, and Bamboo.

Adjusted book value per share increased by 6% in Q1 2024.

MediaAlpha's share price increase resulted in a $211 million unrealized gain.

Ark delivered a 94% combined ratio with an 8% increase in gross written premiums.

Bamboo's managed premiums more than tripled year-over-year.

Total Revenue
$647M
Previous year: $532M
+21.7%
EPS
$92.3
Previous year: $69.8
+32.2%
Gross Profit
$640M
Previous year: $518M
+23.5%
Cash and Equivalents
$22.2M
Previous year: $203M
-89.0%
Free Cash Flow
$128M
Total Assets
$9.59B
Previous year: $7.96B
+20.5%

White Mountains

White Mountains

White Mountains Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the earnings report.