Position in WDH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,131
+$5,761 QoQ
Shares Held
40,824
+63.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 39 holders
Holding Since
Mar 2023
6 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, 2026SEI INVESTMENTS CO holds $538,760,409 across 9 Insurance - Diversified names. WDH ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
471,309 | $235,838,308 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
1,839,517 | $178,543,519 | |
| 3 | AIG |
American International Group, Inc.
|
1,208,903 | $90,099,540 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
230,755 | $30,579,652 | |
| 5 | AEG |
Aegon Ltd.
|
195,505 | $1,650,062 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
32,203 | $784,142 | |
| 7 | XZO |
Exzeo Group, Inc.
|
45,017 | $759,436 | |
| 8 | SLF |
Sun Life Financial Inc
|
5,861 | $459,619 |
All Filings in WDH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,131 | 40,824 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,370 | 24,920 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,348 | 24,920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,106 | 13,813 | Shares | Sole | 2025-11-13 | |
| 2023-06-30 | $29,981 | 14,414 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $141,435 | 47,303 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||