Position in WDH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$62,209
-$10,752 QoQ
Shares Held
38,401
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 35 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Ethos Financial Group, LLC holds $5,032,471 across 2 Insurance - Diversified names. WDH ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,372 | $4,970,262 | |
| 2 | WDH |
Waterdrop Inc.
This page
|
38,401 | $62,209 |
All Filings in WDH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,209 | 38,401 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $72,961 | 38,401 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||