Should You Maintain Your Position in White Mountains Insurance Group Ltd. (WTM)?

In its 4th fourth 2024 capitalist letter, River Road Small-Mid Cap Value Fund emphasized stocks specified arsenic White Mountains Insurance Group, Ltd. (NYSE:WTM). Headquartered successful Hamilton, Bermuda, White Mountains Insurance Group, Ltd. (NYSE:WTM) is an security and different fiscal services provider. On April 1, 2025, White Mountains Insurance Group, Ltd. (NYSE:WTM) banal closed astatine $1,901.99 per share. One-month instrumentality of White Mountains Insurance Group, Ltd. (NYSE:WTM) was 2.57%, and its shares gained 8.91% of their worth implicit the past 52 weeks. White Mountains Insurance Group, Ltd. (NYSE:WTM) has a marketplace capitalization of $4.875 billion.

River Road Small-Mid Cap Value Fund stated the pursuing regarding White Mountains Insurance Group, Ltd. (NYSE:WTM) successful its Q4 2024 capitalist letter:

"Another mediocre performer was White Mountains Insurance Group, Ltd. (NYSE:WTM), a fiscal services holding institution consisting of a municipal enslaved reinsurer, assorted security and security work operations, plus managers, and a important portfolio of fixed income and alternate investments. This low-beta banal was comparatively anemic successful Q3, giving up portion of what had been 20%-plus appreciation year-to-date done the extremity of June. WTM’s Q2 results released successful August revealed affirmative results from each of its operating businesses, including ARK Insurance, HG Global, and Kudu. Adjusted publication worth declined -1% quarter-over-quarter owed to a -35% terms diminution for WTM equity holding MediaAlpha (MAX, ~25% owned by WTM). Some of the publication worth mislaid successful Q2 was recovered with a 38% summation for MAX successful Q3. We maintained the presumption during the quarter."

A presumption of the skyline with a firm high-rise building, symbolizing the powerfulness of the company's fiscal services.

White Mountains Insurance Group, Ltd. (NYSE:WTM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge money portfolios held White Mountains Insurance Group, Ltd. (NYSE:WTM) astatine the extremity of the 4th fourth compared to 18 successful the 3rd quarter. While we admit the imaginable of White Mountains Insurance Group, Ltd. (NYSE:WTM) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.