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Dec 31, 2020

White Mountains Q4 2020 Earnings Report

Reported strong Q4 results driven by MediaAlpha IPO and growth across its businesses.

Key Takeaways

White Mountains reported a strong fourth quarter, highlighted by the successful MediaAlpha IPO and solid performance across its core businesses. Book value per share and adjusted book value per share both increased by 15% in the quarter. The company's investment in Ark closed on January 1, 2021, and the investment portfolio (excluding MediaAlpha) returned 1.7% in the quarter.

Book value per share and adjusted book value per share both increased 15% in Q4 2020.

MediaAlpha completed a successful IPO.

BAM wrote $38 million of total premiums and member surplus contributions.

NSM experienced 3% quarter over quarter growth in pro forma controlled premiums and 8% quarter over quarter growth in pro forma adjusted EBITDA.

Total Revenue
$521M
Previous year: $175M
+197.1%
EPS
$158
Previous year: $19.1
+727.4%
Total Return on Invested Assets
14.3%
Previous year: 3.9%
+266.7%
Gross Profit
$1.17B
Previous year: $168M
+596.9%
Cash and Equivalents
$84.6M
Previous year: $161M
-47.5%
Total Assets
$4.83B
Previous year: $3.98B
+21.3%

White Mountains

White Mountains

White Mountains Revenue by Segment

Revenue & Expenses

Visualization of income flow from segment revenue to net income