Position in WDH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,581
-$34,883 QoQ
Shares Held
2,828
-90.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 35 holders
Holding Since
Sep 2021
10 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 Mar 31, 2026UBS Group AG holds $2,858,162,545 across 11 Insurance - Diversified names. WDH ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,563,946 | $2,187,042,921 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,569,925 | $212,300,956 | |
| 3 | AIG |
American International Group, Inc.
|
2,618,354 | $197,031,138 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,926,310 | $184,906,495 | |
| 5 | SLF |
Sun Life Financial Inc
|
705,808 | $44,155,345 | |
| 6 | AEG |
Aegon Ltd.
|
2,741,866 | $19,905,947 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
553,146 | $10,570,619 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
19,673 | $814,461 |
All Filings in WDH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,581 | 2,828 | Shares | Defined | 2026-05-05 | |
| 2025-06-30 | $39,464 | 29,233 | Shares | Defined | 2025-08-14 | |
| 2024-03-31 | $26,757 | 20,742 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,691 | 1,458 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $15,820 | 5,291 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,707 | 813 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $5,226 | 4,083 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,890 | 3,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,305 | 9,642 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,233 | 2,608 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||