Position in WDH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$77,202
-$41,597 QoQ
Shares Held
68,321
-6.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 39 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $43,707,370,739 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
|
75,748,056 | $38,104,127,437 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,070,450 | $2,129,656,034 | |
| 3 | AIG |
American International Group, Inc.
|
25,115,416 | $1,871,851,954 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
16,251,212 | $1,577,342,636 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
824,688 | $20,081,152 | |
| 6 | XZO |
Exzeo Group, Inc.
|
150,003 | $2,530,550 | |
| 7 | SLF |
Sun Life Financial Inc
|
20,318 | $1,593,337 | |
| 8 | AEG |
Aegon Ltd.
|
13,085 | $110,437 |
All Filings in WDH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,202 | 68,321 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $118,799 | 73,333 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $148,823 | 78,328 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $141,372 | 74,800 | Shares | Defined | 2025-11-14 | |
| 2024-06-30 | $101,181 | 89,541 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $138,417 | 107,300 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $110,832 | 106,570 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $121,920 | 105,104 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $284,760 | 136,904 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $147,430 | 49,308 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $165,501 | 49,700 | Shares | Defined | 2023-05-15 | |
| 2021-09-30 | $122,358 | 51,196 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||