White Mountains Insurance Group Ltd (WTM) — Strategic Asset Allocation Index

Latest as of December 2025: 89.7%

White Mountains Insurance Group Ltd (WTM) has a Strategic Asset Allocation Index of 89.7% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $5.61 Billion) total $5.61 Billion, measured against net assets of $6.26 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

89.7%
Strategic Assets / Net Assets

Strategic Assets

$5.61 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$6.26 Billion
USD

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 December 2025, the index stands at 89.7%, representing strategic assets of $5.61 Billion against net assets of $6.26 Billion USD. Explore White Mountains Insurance Group Ltd cash conversion from operations to assess how effectively this company generates cash.

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 WTM market cap.

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
pp = percentage points