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| Date | Value |
|---|---|
| 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 |