Position in WHG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,117
-$499 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,946,931,559 across 80 Asset Management names. WHG ranks #79 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
903,637 | $869,036,738 | |
| 2 | BX |
Blackstone Inc.
|
4,890,077 | $562,309,953 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
11,428,128 | $462,496,338 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,947,482 | $457,642,084 | |
| 5 | APO |
Apollo Global Management, Inc.
|
3,718,591 | $414,325,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
613,299 | $272,550,075 | |
| 7 | STT |
State Street Corp
|
2,074,191 | $262,509,612 | |
| 8 | NTRS |
Northern Trust Corp
|
1,346,397 | $187,916,628 |
All Filings in WHG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,117 | 675 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $11,616 | 675 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,130 | 675 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,530 | 675 | Shares | Defined | 2025-08-12 | |
| 2021-03-31 | $10,006 | 692 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,054 | 1,452 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,174 | 1,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,743 | 1,825 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $39,421 | 2,153 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||