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Dec 31, 2022

White Mountains Q4 2022 Earnings Report

Reported solid Q4 results with growth in ABVPS and strong performance from operating companies and investment portfolio.

Key Takeaways

White Mountains reported a solid fourth quarter, with a 2% increase in adjusted book value per share (ABVPS) and a 26% increase for the full year. The company saw good results from its operating companies, positive returns in its investment portfolio, and the successful launch of Outrigger Re.

ABVPS increased by 2% during the quarter and 26% for the full year.

BAM produced $38 million of gross written premiums and member surplus contributions.

Ark had strong underwriting results and grew full-year gross written premiums by 37%.

Kudu grew the fair value of its continuing portfolio and closed two value-adding exit transactions.

Total Revenue
$438M
Previous year: $350M
+25.0%
EPS
$15.7
Previous year: $10.9
+44.3%
Gross Profit
$438M
Previous year: $975M
-55.1%
Cash and Equivalents
$35.4M
Previous year: $38.8M
-8.8%
Total Assets
$7.39B
Previous year: $7B
+5.6%

White Mountains

White Mountains

Forward Guidance

No specific forward guidance was provided in the earnings report.