White Mountains Insurance (WTM) Tax Rate (2009 - 2026)
White Mountains Insurance (WTM) recorded quarterly Tax Rate of 3.14% in Q1 2026, down 132.38% quarter-over-quarter from 9.69% in Q4 2025, and down 1640.0% on a YoY basis from 0.2% in Q1 2025.
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 was 3.14% for Q1 2026 at White Mountains Insurance, down from 9.69% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 52.33% in Q4 2022 to a low of 18.73% in Q2 2024.
- Historically, Tax Rate has averaged 9.22% across 5 years, with a median of 6.88% in 2022.
- The sharpest annual moves came in 2022 and 2023: Tax Rate soared 7749 bps in 2022, then slumped 6297 bps in 2023.
- A 5-year view of Tax Rate shows it stood at 52.33% in 2022, then plunged by 120 bps to 10.65% in 2023, then jumped by 71 bps to 3.07% in 2024, then jumped by 416 bps to 9.69% in 2025, then tumbled by 132 bps to 3.14% in 2026.
- The last three Tax Rate figures came in at 3.14% (Q1 2026), 9.69% (Q4 2025), and 9.56% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 127.40 Bn | 119.98 Bn | 8.64 Bn | 21.58% |
| 2 | Progressive | 119.47 Bn | 115.12 Bn | 8.36 Bn | 20.98% |
| 3 | Travelers Companies | 65.26 Bn | 41.34 Bn | 5.54 Bn | 19.25% |
| 4 | Allstate | 57.33 Bn | 32.74 Bn | 14.72 Bn | 20.91% |
| 5 | Berkley W R | 26.90 Bn | 23.16 Bn | 2.72 Bn | 16.32% |
| 6 | Cincinnati Financial | 25.67 Bn | 24.41 Bn | 2.60 Bn | 15.95% |
| 7 | Markel | 22.97 Bn | 7.51 Bn | 2.38 Bn | 24.30% |
| 8 | Loews | 22.18 Bn | 9.92 Bn | -1.32 Bn | 23.54% |
| 9 | Assurant | 12.79 Bn | 10.87 Bn | 2.01 Bn | 18.33% |
| 10 | White Mountains Insurance | 5.05 Bn | 4.46 Bn | 475.10 Mn | -3.14% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -3.14% |
| Mar 31, 2026 | -3.14% |
| Dec 31, 2025 | 9.69% |
| Dec 31, 2025 | 9.69% |
| Sep 30, 2025 | 9.56% |
| Sep 30, 2025 | 9.56% |
| Jun 30, 2025 | 7.31% |
| Jun 30, 2025 | 7.31% |
| Mar 31, 2025 | 13.26% |
| Mar 31, 2025 | 13.26% |
| Dec 31, 2024 | -3.07% |
| Dec 31, 2024 | -3.07% |
| Sep 30, 2024 | 4.84% |
| Sep 30, 2024 | 4.84% |
| Jun 30, 2024 | -18.73% |
| Jun 30, 2024 | -18.73% |
| Mar 31, 2024 | 4.64% |
| Mar 31, 2024 | 4.64% |
| Dec 31, 2023 | -10.65% |
| Dec 31, 2023 | -10.65% |