White Mountains Insurance (WTM) Invested Capital (2009 - 2026)

White Mountains Insurance (WTM) recorded quarterly Invested Capital of $6.9 billion in Q1 2026, up 9.85% quarter-over-quarter from $6.3 billion in Q4 2025, and up 915.99% on a YoY basis from $677.1 million in Q1 2025.

White Mountains Insurance (WTM) Invested Capital (2009 - 2026) Analysis & Trends

White Mountains Insurance's Invested Capital history runs 18 years deep, the most recent figure standing at $6.9 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 915.99% year-over-year to $6.9 billion; the TTM figure through Mar 2026 stood at $6.9 billion (up 915.99% YoY), while the FY2025 annual figure was $6.3 billion, up 39.74% from the prior year.
  • Invested Capital was $6.9 billion for Q1 2026 at White Mountains Insurance, up from $6.3 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $6.9 billion in Q1 2026 to a low of $208.5 million in Q2 2024.
  • Historically, Invested Capital has averaged $3.5 billion across 5 years, with a median of $3.8 billion in 2022.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital surged 289707.69% in 2022, then slumped 94.18% in 2023.
  • A 5-year view of Invested Capital shows it stood at $3.4 billion in 2022, then tumbled by 93.91% to $208.7 million in 2023, then surged by 2047.34% to $4.5 billion in 2024, then soared by 39.74% to $6.3 billion in 2025, then advanced by 9.85% to $6.9 billion in 2026.
  • The last three Invested Capital figures came in at $6.9 billion (Q1 2026), $6.3 billion (Q4 2025), and $6.5 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 89.76 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 40.43 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 41.25 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 39.08 Bn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 9.74 Bn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 16.51 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 22.51 Bn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 18.71 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 5.87 Bn
10 White Mountains Insurance 5.05 Bn 4.46 Bn 475.10 Mn 6.88 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 6.88 Bn
Dec 31, 2025 6.26 Bn
Sep 30, 2025 6.46 Bn
Jun 30, 2025 4.76 Bn
Mar 31, 2025 677.10 Mn
Dec 31, 2024 4.48 Bn
Sep 30, 2024 4.59 Bn
Jun 30, 2024 208.50 Mn
Mar 31, 2024 5.10 Bn
Dec 31, 2023 208.70 Mn
Sep 30, 2023 4.16 Bn
Jun 30, 2023 208.60 Mn
Mar 31, 2023 3.57 Bn
Dec 31, 2022 3.43 Bn
Sep 30, 2022 418.70 Mn
Jun 30, 2022 3.58 Bn
Mar 31, 2022 3.77 Bn
Dec 31, 2021 3.18 Bn
Sep 30, 2021 335.60 Mn
Jun 30, 2021 4.18 Bn