Position in WDH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,369
-$69,833 QoQ
Shares Held
97,672
-12.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 39 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $4,717,780,447 across 8 Insurance - Diversified names. WDH ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,806,989 | $2,438,296,598 | |
| 2 | AIG |
American International Group, Inc.
|
13,725,750 | $1,022,980,138 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,667,341 | $751,036,021 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,947,084 | $480,163,969 | |
| 5 | SLF |
Sun Life Financial Inc
|
292,168 | $22,911,810 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
88,079 | $2,144,722 | |
| 7 | AEG |
Aegon Ltd.
|
16,211 | $136,820 | |
| 8 | WDH |
Waterdrop Inc.
This page
|
97,672 | $110,369 |
All Filings in WDH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,369 | 97,672 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $180,202 | 111,236 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $217,225 | 114,329 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $214,486 | 113,485 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $155,680 | 115,319 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $144,084 | 120,070 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $133,695 | 118,315 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $118,445 | 113,890 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $146,896 | 126,635 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,660,707 | 798,417 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||