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Dec 31, 2023

White Mountains Q4 2023 Earnings Report

Reported strong Q4 results with growth in ABVPS and excellent investment returns.

Key Takeaways

White Mountains reported a strong fourth quarter, with book value per share and adjusted book value per share both increasing by 7%. The company saw good results from its operating companies and excellent returns in its investment portfolio. The value of their MediaAlpha position grew significantly. Undeployed capital stands at roughly $500 million.

ABVPS was up 7% in the quarter and 14% for the full year.

BAM produced $48 million of gross written premiums and member surplus contributions in the quarter.

Ark produced good underwriting results in both the quarter and the full year, while growing full-year gross written premiums by 31%.

The investment portfolio was up 6% in the quarter and 11% for the year.

Total Revenue
$454M
Previous year: $438M
+3.7%
EPS
$112
Previous year: $15.7
+613.0%
Gross Profit
-$71M
Previous year: $438M
-116.2%
Cash and Equivalents
$122M
Previous year: $35.4M
+245.8%
Total Assets
$7.94B
Previous year: $7.39B
+7.5%

White Mountains

White Mountains

Forward Guidance

No specific forward guidance was provided in the earnings report.