Position in WDH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,282
-$1,330 QoQ
Shares Held
2,020
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 39 holders
Holding Since
Jun 2021
16 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, 2026JPMORGAN CHASE & CO holds $8,064,511,639 across 10 Insurance - Diversified names. WDH ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,973,343 | $6,559,830,908 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
6,991,580 | $678,602,745 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,866,502 | $379,868,835 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,980,877 | $233,760,367 | |
| 5 | AIG |
American International Group, Inc.
|
2,419,035 | $180,290,673 | |
| 6 | AEG |
Aegon Ltd.
|
2,601,423 | $21,956,006 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
355,868 | $8,665,385 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
34,621 | $1,476,929 |
All Filings in WDH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,282 | 2,020 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,612 | 2,230 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,756 | 3,556 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $12,058 | 6,380 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,133 | 2,321 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 | $3,495 | 2,913 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,291 | 2,913 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,757 | 2,913 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,668 | 3,527 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,988 | 4,300 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,272 | 4,458 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $7,680 | 6,000 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,880 | 6,000 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,280 | 6,000 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,340 | 6,000 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,996 | 6,481 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||