WTM Q2 net income +62% to $199.5M; WTM Partners now standalone segment

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read

Key Changes

• high

  Net income rose 62.3% to $199.5M in Q2 2026 (diluted EPS $80.58, +68.8%) on 22.5% revenue growth to $844.6M.

  MD&A: Financial Results verify on EDGAR →
• high

  White Mountains repurchased 103,816 shares for $217M in H1 2026 (93% of book value), versus 5,097 shares for $10M in H1 2025 (all tax withholding). Undeployed capital rose to ~$800M from ~$300M.

  MD&A: Capital Allocation verify on EDGAR →
• high

  WTM Partners elevated to standalone segment after acquiring Basesix ($97M) and Hawkeye Electric ($35M). Distinguished, acquired in Q3 2025, now reports separately with managed premiums up 10-13% YoY.

  MD&A: Segment Reporting verify on EDGAR →