Holders over time
- WRB
- BAC
| Quarter | WRB | BAC |
|---|---|---|
| Q3 2020 | 9 holders, $948m | 33 holders, $48.3bn |
| Q4 2020 | 15 holders, $1.2bn | 36 holders, $60.7bn |
| Q1 2021 | 8 holders, $1.1bn | 33 holders, $77.6bn |
| Q2 2021 | 13 holders, $1.2bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $1.2bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $1.3bn | 30 holders, $82.8bn |
| Q1 2022 | 13 holders, $1.7bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $1.8bn | 40 holders, $54.7bn |
| Q3 2022 | 19 holders, $1.6bn | 36 holders, $53.0bn |
| Q4 2022 | 17 holders, $1.5bn | 33 holders, $59.0bn |
| Q1 2023 | 21 holders, $1.4bn | 32 holders, $50.5bn |
| Q2 2023 | 20 holders, $906m | 37 holders, $49.0bn |
| Q3 2023 | 11 holders, $713m | 36 holders, $46.0bn |
| Q4 2023 | 7 holders, $692m | 34 holders, $56.6bn |
| Q1 2024 | 10 holders, $1.1bn | 35 holders, $64.4bn |
| Q2 2024 | 9 holders, $1.0bn | 35 holders, $68.9bn |
| Q3 2024 | 9 holders, $806m | 43 holders, $60.8bn |
| Q4 2024 | 10 holders, $1.0bn | 43 holders, $63.8bn |
| Q1 2025 | 10 holders, $1.3bn | 40 holders, $59.8bn |
| Q2 2025 | 10 holders, $1.2bn | 44 holders, $67.4bn |
| Q3 2025 | 10 holders, $1.2bn | 44 holders, $72.1bn |
| Q4 2025 | 7 holders, $820m | 41 holders, $68.5bn |
| Q1 2026 | 8 holders, $723m | 39 holders, $59.5bn |
| Q2 2026 | 11 holders, $1.1bn | 37 holders, $64.8bn |
Berkley W R Corp
- Holders
- 11
- Reported value
- $1.1bn
- Buyers
- 16
- Sellers
- 12
Breadth +4 among 91 comparable managers.
Bank of Amer Corp
- Holders
- 37
- Reported value
- $64.8bn
- Buyers
- 19
- Sellers
- 29
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, GAMCO Investors Inc, Invesco Ltd, Quantbot Technologies LP, Two Sigma Investments LP
Only WRB (4)
ExodusPoint Capital Management LP, Markel Group Inc, Squarepoint Ops LLC, Tudor Investment Corp
Only BAC (30)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 5 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.