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. See WTM equity financing ratio to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see WTM company net worth.
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. See White Mountains Insurance Group Ltd (WTM) net assets for net asset value and shareholders' equity analysis.
| 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 | — |