White Mountains Insurance WTM
NYSE WTM
$2,008.20 -4.84 (-0.24%)
As of: Oct 2, 2026 · 11:29 AM EDT

White Mountains Insurance (WTM) Long-Term Investments (2009 - 2026)

Updated

White Mountains Insurance (WTM) posted Long-Term Investments of $8.13 billion for Q2 2026, up 19.6% from $6.8 billion a year earlier but down 2.6% from the prior quarter.

Analysis

White Mountains Insurance (WTM) Long-Term Investments (2009 - 2026) Analysis & Trends

At the end of FY2025, White Mountains Insurance's Long-Term Investments came in at $8.32 billion, up 29.7% from FY2024.

  • Annual Long-Term Investments has increased for five consecutive years, with a five-year compound annual growth rate of 23.1% (FY2020 to FY2025).
  • In prior years, White Mountains Insurance's Long-Term Investments was $6.42 billion in FY2024 (+0.5%), $6.39 billion in FY2023 (+23.6%), $5.17 billion in FY2022 (+21.4%) and $4.26 billion in FY2021 (+44.9%).
  • Quarterly Long-Term Investments has run from a low of $1.29 billion in Q3 2021 to a high of $8.35 billion in Q1 2026 over five years.
  • On a year-over-year basis, Long-Term Investments has increased in each of the last 20 quarters, with growth averaging 98.7% over the last eight quarters.
  • Across the past five years, year-over-year growth in Long-Term Investments ran from 0.5% in Q4 2024 to 237.9% in Q3 2025.
  • According to Business Quant data, Long-Term Investments for the three prior quarters was $8.35 billion (Q1 2026), $8.32 billion (Q4 2025) and $7 billion (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Berkshire Hathaway 1,073.91 Bn -343.57 Bn 55.86 Bn 19.95 Bn
2 Chubb 125.44 Bn 77.50 Bn 9.13 Bn 172.65 Bn
3 Progressive 120.54 Bn 96.37 Bn 9.04 Bn 97.22 Bn
4 Marsh & Mclennan Companies 81.59 Bn 73.34 Bn - -
5 Travelers Companies 74.40 Bn 50.64 Bn 6.23 Bn 103.18 Bn
6 Manulife Financial 72.53 Bn 73.74 Bn - -
7 Metlife 60.06 Bn -46.42 Bn 7.82 Bn 482.56 Bn
8 Aon 58.71 Bn 51.95 Bn - -
9 Arthur J. Gallagher 58.49 Bn 52.93 Bn - -
10 White Mountains Insurance 4.79 Bn -5.89 Bn 764.50 Mn 8.13 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 8.13 Bn
Mar 31, 2026 8.35 Bn
Dec 31, 2025 8.32 Bn
Sep 30, 2025 7.00 Bn
Jun 30, 2025 6.80 Bn
Mar 31, 2025 6.55 Bn
Dec 31, 2024 6.42 Bn
Sep 30, 2024 2.07 Bn
Jun 30, 2024 2.02 Bn
Mar 31, 2024 1.99 Bn
Dec 31, 2023 6.39 Bn
Sep 30, 2023 1.90 Bn
Jun 30, 2023 1.82 Bn
Mar 31, 2023 1.64 Bn
Dec 31, 2022 5.17 Bn
Sep 30, 2022 1.62 Bn
Jun 30, 2022 1.47 Bn
Mar 31, 2022 1.43 Bn
Dec 31, 2021 4.26 Bn
Sep 30, 2021 1.29 Bn
API Access

White Mountains Insurance Long-Term Investments API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=long-term-investments&ticker=WTM&period=max&api_key=YOUR_API_KEY