White Mountains Insurance Group Ltd Strategic Asset Allocation Index
White Mountains Insurance Group Ltd 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. See White Mountains Insurance Group Ltd balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of White Mountains Insurance Group Ltd (2010–2025)
Strategic asset allocation index of White Mountains Insurance Group Ltd from 2010 to 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. Check White Mountains Insurance Group Ltd (WTM) tangible equity ratio to evaluate the tangible quality of the company's equity base.
White Mountains Insurance Group Ltd Strategic Asset Allocation Index by Year (2010–2025)
White Mountains Insurance Group Ltd strategic asset allocation index by year from 2010 to 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 live market cap and overall valuation, 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 | — |