White Mountains Insurance Group Ltd (WTM) — Strategic Asset Allocation Index
White Mountains Insurance Group Ltd (WTM) has a Strategic Asset Allocation Index of 407.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $5.38 Billion) total $5.38 Billion, measured against net assets of $1.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WTM financial resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
White Mountains Insurance Group Ltd Strategic Asset Allocation Index (2010–2025)
This chart shows how White Mountains Insurance Group Ltd's Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of March 2026, the index stands at 407.5%, representing strategic assets of $5.38 Billion against net assets of $1.32 Billion USD. See WTM financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for White Mountains Insurance Group Ltd (2010–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for White Mountains Insurance Group Ltd from 2010 to 2025, covering 16 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see White Mountains Insurance Group Ltd stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 89.7% | $5.61 Billion | $- | $5.61 Billion | $6.26 Billion | ▲ +5.4 pp |
| 2024 | 84.3% | $4.33 Billion | $- | $4.33 Billion | $5.13 Billion | ▲ +7.1 pp |
| 2023 | 77.2% | $3.52 Billion | $- | $3.52 Billion | $4.56 Billion | ▲ +2.7 pp |
| 2022 | 74.6% | $2.93 Billion | $25.20 Million | $2.91 Billion | $3.94 Billion | ▲ +14.1 pp |
| 2021 | 60.5% | $2.24 Billion | $42.20 Million | $2.20 Billion | $3.70 Billion | ▼ -17.5 pp |
| 2020 | 78.0% | $2.98 Billion | $37.60 Million | $2.94 Billion | $3.82 Billion | ▲ +10.8 pp |
| 2019 | 67.2% | $2.11 Billion | $22.60 Million | $2.09 Billion | $3.14 Billion | ▼ -26.3 pp |
| 2018 | 93.6% | $2.54 Billion | $- | $2.54 Billion | $2.72 Billion | ▼ -7.0 pp |
| 2017 | 100.6% | $3.38 Billion | $0.00 | $3.38 Billion | $3.36 Billion | ▼ -42.9 pp |
| 2016 | 143.4% | $5.36 Billion | $0.00 | $5.36 Billion | $3.74 Billion | ▲ +45.1 pp |
| 2015 | 98.3% | $4.29 Billion | $0.00 | $4.29 Billion | $4.37 Billion | ▼ -55.4 pp |
| 2014 | 153.7% | $6.98 Billion | $0.00 | $6.98 Billion | $4.54 Billion | ▼ -53.5 pp |
| 2013 | 207.2% | $9.11 Billion | $0.00 | $9.11 Billion | $4.40 Billion | ▲ +35.2 pp |
| 2012 | 172.0% | $7.32 Billion | $0.00 | $7.32 Billion | $4.26 Billion | ▼ -6.2 pp |
| 2011 | 178.2% | $8.32 Billion | $0.00 | $8.32 Billion | $4.67 Billion | ▼ -28.3 pp |
| 2010 | 206.5% | $8.80 Billion | $0.00 | $8.80 Billion | $4.26 Billion | — |