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Jun 30, 2023

White Mountains Q2 2023 Earnings Report

Reported an increase in adjusted book value per share and comprehensive income, driven by BAM, Ark, and Kudu's performance, while MediaAlpha's share price decline had a negative impact.

Key Takeaways

White Mountains reported a 1% increase in adjusted book value per share and a comprehensive income of $21 million for Q2 2023. The company's performance was driven by BAM, Ark, and Kudu, while MediaAlpha's share price decline negatively impacted results. Undeployed capital stands at roughly $680 million.

Adjusted book value per share was up 1% in the quarter.

BAM generated $26 million of total gross written premiums and member surplus contributions.

Ark produced an 89% combined ratio and grew premiums 50% year over year.

Kudu grew annualized adjusted EBITDA to $43 million and closed one new deployment in the quarter.

Total Revenue
$378M
Previous year: $76.7M
+393.4%
EPS
$7.65
Previous year: -$58.8
-113.0%
Gross Profit
$367M
Previous year: $54.3M
+575.5%
Cash and Equivalents
$155M
Previous year: $238M
-35.0%
Total Assets
$8.38B
Previous year: $7.66B
+9.3%

White Mountains

White Mountains

White Mountains Revenue by Segment

Forward Guidance

The report does not include forward guidance.

Revenue & Expenses

Visualization of income flow from segment revenue to net income