Position in WDH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,257
-$41,054 QoQ
Shares Held
32,086
-32.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 39 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $5,291,395 across 6 Insurance - Diversified names. WDH ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,421 | $3,713,394 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
7,364 | $714,749 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,434 | $322,553 | |
| 4 | PLGO |
Pelagos Insurance Capital Ltd
|
12,137 | $295,535 | |
| 5 | AIG |
American International Group, Inc.
|
2,803 | $208,907 | |
| 6 | WDH |
Waterdrop Inc.
This page
|
32,086 | $36,257 |
All Filings in WDH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,257 | 32,086 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $77,311 | 47,723 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $85,665 | 45,087 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||