Holders over time
- WRB
- V
| Quarter | WRB | V |
|---|---|---|
| Q3 2020 | 9 holders, $948m | 55 holders, $62.2bn |
| Q4 2020 | 15 holders, $1.2bn | 52 holders, $67.1bn |
| Q1 2021 | 8 holders, $1.1bn | 58 holders, $64.5bn |
| Q2 2021 | 13 holders, $1.2bn | 52 holders, $69.3bn |
| Q3 2021 | 16 holders, $1.2bn | 56 holders, $63.6bn |
| Q4 2021 | 15 holders, $1.3bn | 47 holders, $58.0bn |
| Q1 2022 | 13 holders, $1.7bn | 59 holders, $61.8bn |
| Q2 2022 | 17 holders, $1.8bn | 57 holders, $55.2bn |
| Q3 2022 | 19 holders, $1.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $1.5bn | 54 holders, $59.4bn |
| Q1 2023 | 21 holders, $1.4bn | 55 holders, $64.0bn |
| Q2 2023 | 20 holders, $906m | 54 holders, $65.2bn |
| Q3 2023 | 11 holders, $713m | 55 holders, $61.5bn |
| Q4 2023 | 7 holders, $692m | 48 holders, $68.6bn |
| Q1 2024 | 10 holders, $1.1bn | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $1.0bn | 45 holders, $69.5bn |
| Q3 2024 | 9 holders, $806m | 47 holders, $70.5bn |
| Q4 2024 | 10 holders, $1.0bn | 48 holders, $77.6bn |
| Q1 2025 | 10 holders, $1.3bn | 43 holders, $83.5bn |
| Q2 2025 | 10 holders, $1.2bn | 45 holders, $83.4bn |
| Q3 2025 | 10 holders, $1.2bn | 48 holders, $82.8bn |
| Q4 2025 | 7 holders, $820m | 49 holders, $86.0bn |
| Q1 2026 | 8 holders, $723m | 49 holders, $73.3bn |
| Q2 2026 | 11 holders, $1.1bn | 52 holders, $81.9bn |
Berkley W R Corp
- Holders
- 10
- Reported value
- $1.2bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 95 comparable managers.
Visa Inc
- Holders
- 45
- Reported value
- $83.4bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 95 comparable managers.
Who holds both, Q2 2025
Both (8)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Woodline Partners LP
Only V (37)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, and 12 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.