White Mountains Insurance (WTM) Tax Rate (2009 - 2026)
White Mountains Insurance (WTM) posted Tax Rate of 9.69% for Q2 2026, up 2.38 percentage points from 7.31% a year earlier and up 12.82 percentage points from the prior quarter.
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Analysis
White Mountains Insurance (WTM) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at White Mountains Insurance was 9.92%, down 0.36 percentage points year-over-year; for FY2025, it was 9.55%, down 0.74 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +11.79 percentage points (FY2020 to FY2025).
- In prior years, White Mountains Insurance's Tax Rate was 10.29% in FY2024 (+13.04 pp), -2.74% in FY2023 (+24.97 pp), -27.71% in FY2022 (-11.48 pp) and -16.23% in FY2021 (-13.99 pp).
- Quarterly Tax Rate has run from a low of -25.16% in Q4 2021 to a high of 52.33% in Q4 2022 over five years.
- On a year-over-year basis, Tax Rate increased in six of the last eight quarters, with an average year-over-year change of +1.99 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2022, with a gain of 77.49 percentage points; the weakest was Q4 2023, with a drop of 62.97 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was -3.14% (Q1 2026), 9.69% (Q4 2025) and 9.56% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,082.55 Bn | -334.93 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 128.03 Bn | 80.09 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 122.38 Bn | 98.22 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.46 Bn | 73.20 Bn | - | 24.15% |
| 5 | Travelers Companies | 75.77 Bn | 52.02 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 73.91 Bn | 75.11 Bn | - | - |
| 7 | Metlife | 60.71 Bn | -45.77 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.53 Bn | 51.77 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.38 Bn | 52.82 Bn | - | 21.74% |
| 10 | White Mountains Insurance | 4.83 Bn | -5.85 Bn | 764.50 Mn | 9.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.69% |
| Dec 31, 2025 | 9.69% |
| Sep 30, 2025 | 9.56% |
| Jun 30, 2025 | 7.31% |
| Mar 31, 2025 | 13.26% |
| Sep 30, 2024 | 4.84% |
| Mar 31, 2024 | 4.64% |
| Sep 30, 2023 | 34.60% |
| Jun 30, 2023 | 1.15% |
| Mar 31, 2023 | 5.98% |
| Dec 31, 2022 | 52.33% |
| Jun 30, 2021 | 18.59% |
| Sep 30, 2020 | 30.67% |
| Jun 30, 2020 | 18.16% |
| Dec 31, 2019 | 18.41% |
| Sep 30, 2019 | 17.22% |
| Mar 31, 2019 | 3.62% |
| Mar 31, 2015 | 153.33% |
| Jun 30, 2014 | 21.13% |
| Mar 31, 2014 | 23.32% |
API Access
White Mountains Insurance Tax Rate 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=tax-rate&ticker=WTM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "WTM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=WTM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();