Position in WDH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,506,423
-$1,186,818 QoQ
Shares Held
3,399,027
-3.5% QoQ
Ownership
0.946%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 35 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $14,801,465,219 across 11 Insurance - Diversified names. WDH ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,854,441 | $12,868,648,121 | |
| 2 | AIG |
American International Group, Inc.
|
9,422,888 | $709,072,314 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,934,042 | $532,000,491 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,260,419 | $408,957,611 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,986,394 | $186,828,804 | |
| 6 | AEG |
Aegon Ltd.
|
10,520,790 | $76,380,931 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
603,033 | $11,523,957 | |
| 8 | WDH |
Waterdrop Inc.
This page
|
3,399,027 | $5,506,423 |
All Filings in WDH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,506,423 | 3,399,027 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,693,241 | 3,522,759 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,862,813 | 3,631,118 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,571,005 | 3,385,930 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,019,777 | 3,368,978 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,714,321 | 3,147,730 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,816,516 | 3,180,430 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,599,083 | 3,185,030 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,060,571 | 3,147,730 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,273,682 | 3,147,772 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,682,254 | 3,174,358 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,892,932 | 3,313,910 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,919,847 | 3,317,675 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,539,442 | 3,164,998 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,434,388 | 3,150,816 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,030,374 | 3,148,730 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,715,075 | 3,185,862 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,468,568 | 3,238,093 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,546,708 | 3,157,619 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,398,877 | 3,147,975 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||