Position in WDH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,721
-$10,518 QoQ
Shares Held
10,373
-11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 39 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026HRT FINANCIAL LP holds $203,093,173 across 8 Insurance - Diversified names. WDH ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
274,614 | $180,070,027 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
83,152 | $8,070,733 | |
| 3 | PLGO |
Pelagos Insurance Capital Ltd
|
256,555 | $6,247,114 | |
| 4 | AEG |
Aegon Ltd.
|
455,527 | $3,844,647 | |
| 5 | SLF |
Sun Life Financial Inc
|
39,786 | $3,120,018 | |
| 6 | XZO |
Exzeo Group, Inc.
|
53,275 | $898,749 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
31,722 | $830,164 | |
| 8 | WDH |
Waterdrop Inc.
This page
|
10,373 | $11,721 |
All Filings in WDH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,721 | 10,373 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $22,239 | 11,705 | Shares | Defined | 2026-02-12 | |
| 2025-06-30 | $13,564 | 10,048 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $22,828 | 19,346 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $17,928 | 13,898 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $40,738 | 35,119 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $16,640 | 12,058 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||