White Mountains Insurance (WTM) Tax Rate (2009 - 2026)
White Mountains Insurance (WTM) posted quarterly Tax Rate of 3.14% for Q1 2026, down 1640.0% year-over-year from 0.2% in Q1 2025, and down 132.38% quarter-over-quarter from 9.69% in Q4 2025.
Analysis
White Mountains Insurance (WTM) Tax Rate (2009 - 2026) Analysis & Trends
White Mountains Insurance's Tax Rate history runs 18 years deep, the most recent figure standing at 3.14% for Q1 2026.
- In Q1 2026, Tax Rate fell 1640.0% year-over-year to 3.14%; the TTM figure through Mar 2026 stood at 9.6% (down 1047.0% YoY), while the FY2025 annual figure was 9.55%, down 74.0% from the prior year.
- Tax Rate for Q1 2026 stood at 3.14%, down from 9.69% in the prior quarter.
- The five-year high for Tax Rate was 52.33% in Q4 2022, with the low at 18.73% in Q2 2024.
- The 5-year median for Tax Rate is 6.88% (2022), against an average of 9.22%.
- The sharpest annual moves came in 2022 and 2023: Tax Rate surged 7749 bps in 2022, then sank 6297 bps in 2023.
- White Mountains Insurance's Tax Rate stood at 52.33% in 2022, then tumbled by 120 bps to 10.65% in 2023, then soared by 71 bps to 3.07% in 2024, then soared by 416 bps to 9.69% in 2025, then slumped by 132 bps to 3.14% in 2026.
- Business Quant data shows WTM's Tax Rate at 3.14% in Q1 2026, 9.69% in Q4 2025, and 9.56% in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 131.15 Bn | 117.38 Bn | 9.13 Bn | 20.47% |
| 2 | Progressive | 128.80 Bn | 123.80 Bn | 9.04 Bn | 21.34% |
| 3 | Travelers Companies | 76.99 Bn | 53.24 Bn | 6.23 Bn | 20.20% |
| 4 | Allstate | 66.35 Bn | 27.62 Bn | 16.28 Bn | 21.03% |
| 5 | Fairfax Financial Holdings | 35.82 Bn | 35.82 Bn | - | -20.41% |
| 6 | Cincinnati Financial | 26.40 Bn | 24.51 Bn | 2.39 Bn | 20.37% |
| 7 | Markel | 22.75 Bn | 5.86 Bn | 2.83 Bn | 21.92% |
| 8 | Loews | 22.37 Bn | 67.62 Mn | 2.57 Bn | 23.04% |
| 9 | Assurant | 14.04 Bn | 12.01 Bn | 2.71 Bn | 20.77% |
| 10 | White Mountains Insurance | 5.10 Bn | -6.31 Bn | 668.90 Mn | 9.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.69% |
| Mar 31, 2026 | -3.14% |
| Dec 31, 2025 | 9.69% |
| Sep 30, 2025 | 9.56% |
| Jun 30, 2025 | 7.31% |
| Mar 31, 2025 | 13.26% |
| Dec 31, 2024 | -3.07% |
| Sep 30, 2024 | 4.84% |
| Jun 30, 2024 | -18.73% |
| Mar 31, 2024 | 4.64% |
| Dec 31, 2023 | -10.65% |
| Sep 30, 2023 | 34.60% |
| Jun 30, 2023 | 1.15% |
| Mar 31, 2023 | 5.98% |
| Dec 31, 2022 | 52.33% |
| Sep 30, 2022 | 23.87% |
| Jun 30, 2022 | 6.88% |
| Mar 31, 2022 | 18.24% |
| Dec 31, 2021 | -25.16% |
| Sep 30, 2021 | -7.93% |