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Sep 30, 2024

White Mountains Q3 2024 Earnings Report

Reported an increase in book value per share and adjusted book value per share, driven by solid operating company results and good investment returns.

Key Takeaways

White Mountains reported a strong third quarter, with adjusted book value per share up 6% and 11% year-to-date. Ark produced a 79% combined ratio, and Bamboo doubled managed premiums. MediaAlpha's share price increased, producing an unrealized gain.

Adjusted book value per share increased by 6% in Q3 2024 and 11% year-to-date.

Ark achieved a 79% combined ratio with $374 million in gross written premiums, up 49% year-over-year.

HG Global generated $14 million in gross written premiums, driven by strong primary market volume at BAM.

Bamboo's managed premiums doubled, and MediaAlpha's share price increase produced an $88 million unrealized gain.

Total Revenue
$839M
Previous year: $520M
+61.5%
EPS
$69.7
Previous year: $9.19
+658.2%
Gross Profit
$150M
Previous year: -$20.1M
-846.3%
Cash and Equivalents
$346M
Previous year: $163M
+112.5%
Free Cash Flow
$323M
Previous year: $244M
+32.2%
Total Assets
$9.59B
Previous year: $7.6B
+26.1%

White Mountains

White Mountains

White Mountains Revenue by Segment

Forward Guidance

White Mountains did not provide specific forward guidance in this earnings report.