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Dec 31, 2021

White Mountains Q4 2021 Earnings Report

Reported an increase in book value per share and adjusted book value per share, driven by strong results from operating companies, partially offset by a mark-to-market decline in MediaAlpha investment.

Key Takeaways

White Mountains reported a 1% increase in both book value per share and adjusted book value per share for Q4 2021. Strong results from operating companies were partially offset by a decline in the MediaAlpha investment. The company completed share repurchases of $13 million during the quarter and finished the year with roughly $400 million of undeployed capital.

Adjusted book value per share grew 1% in Q4 2021.

BAM produced $34 million of total premiums and member surplus contributions.

Ark produced good underwriting results and grew full-year premiums by 78%.

Kudu finished the year strong, with $27 million of gains in the fair value of its portfolio and the closing of two transactions in Q4.

Total Revenue
$350M
Previous year: $521M
-32.8%
EPS
$10.9
Previous year: $158
-93.1%
Gross Profit
$975M
Previous year: $1.17B
-16.6%
Cash and Equivalents
$38.8M
Previous year: $84.6M
-54.1%
Total Assets
$7B
Previous year: $4.83B
+44.9%

White Mountains

White Mountains

Forward Guidance

No specific forward guidance was provided in the press release.