Financial Services

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31

Stocks held

221

Whales with exposure

Aggregate $ exposure

$240.0B

Avg position weight

2.6%

Recent activity · Q1 2026

Top buys, sells, new positions, and exits in this sector

Top buys

Biggest net buy value

Stock	Buyers	Value
CM · Canadian Imperial Bank Of Co.	1	$50M
FDS · Factset Resh Sys Inc.	1	$40M
PYPL · Paypal Holdings, Inc.	1	$38M
FITB · Fifth Third Bancorp	2	$33M
MC · Moelis & Co.	2	$27M
CB · Chubb Limited	2	$20M
PRCH · Porch Group Inc.	1	$17M
EVR · Evercore Inc.	1	$16M
SOFI · Sofi Technologies Inc.	1	$13M
RNR · Renaissancere Hldgs Ltd.	2	$13M

Top sells

Biggest net sell value

Hot new positions

First-time buys this quarter

Mass exits

Stocks the most whales fully exited

Top stocks · Financial Services

Ranked by aggregate value held across all whales

Stock	Holders	Aggregate held	Max weight	Current price
AXP · American Express Co.	13	$57.0B	20.5%	$316.03
BAC · Bank America Corp.	13	$29.8B	16.1%	$51.31
MCO · Moodys Corp.	13	$22.4B	15.3%	$451.32
V · Visa, Inc.	27	$22.2B	18.1%	$318.79
BRK-B · Berkshire Hathaway Inc. Del	21	$16.6B	34.6%	$475.94
CB · Chubb Limited	6	$11.4B	3.9%	$319.64
MA · Mastercard Inc.	17	$8.1B	19.2%	$495.48
SPGI · S&P Global Inc.	10	$7.8B	20.8%	$420.12
COF · Capital One Financial	15	$7.4B	7.8%	$189.48
BN · Brookfield Corp.	7	$5.7B	18.9%	$47.08
BRK-A · Berkshire Hathaway Inc. Del	15	$3.5B	36.4%	$717387.00
AON · Aon Plc	10	$2.9B	4.6%	$312.79
WTW · Willis Towers Watson Plc Ltd.	5	$2.1B	8.5%	$256.36
ICE · Intercontinental Exchange In	5	$2.0B	6.8%	$155.82
KKR · Kkr & Co. Inc.	4	$1.8B	11.3%	$102.52
WFC · Wells Fargo Co. New	13	$1.8B	3.3%	$75.64
C · Citigroup Inc.	7	$1.8B	16.9%	$125.55
USB · Us Bancorp Del	8	$1.7B	5.3%	$55.53
PNC · Pnc Finl Svcs Group Inc.	6	$1.7B	4.0%	$216.85
JPM · Jpmorgan Chase & Co.	13	$1.6B	4.0%	$302.10
JHG · Janus Henderson Group Plc	2	$1.6B	38.1%	$51.69
LPLA · Lpl Finl Hldgs Inc.	7	$1.4B	5.4%	$303.52
BLK · Blackrock Inc.	5	$1.4B	10.6%	$1084.83
ALLY · Ally Finl Inc.	4	$1.4B	5.1%	$44.24
IBKR · Interactive Brokers Group In	4	$1.3B	28.4%	$84.42
UBS · Ubs Group Ag	3	$1.3B	2.6%	$45.23
BK · Bank New York Mellon Corp.	7	$1.3B	2.7%	$130.50
APO · Apollo Global Mgmt Inc.	3	$1.2B	6.4%	$133.20
MSCI · Msci Inc.	6	$981M	3.3%	$585.42
NU · Nu Hldgs Ltd.	5	$971M	3.6%	$13.80

Top whales · Financial Services

Ranked by sector concentration weight (sum of position weights for stocks in this sector)

Whale	Positions	Sector weight	Sector $ exposure
Guy Spier · Aquamarine Zurich Ag	5	88.5%	$120M
Chuck Akre · Akre Capital Management LLC	7	64.0%	$5.8B
Dev Kantesaria · Valley Forge Capital Management, LP	5	63.4%	$2.8B
Francis Chou · Chou Associates Management Inc.	12	56.7%	$114M
Josh Tarasoff · Greenlea Lane Capital Management, LLC	4	56.5%	$194M
Norbert Lou · Punch Card Management L.P.	2	48.6%	$146M
Warren Buffett · Berkshire Hathaway Inc.	10	42.8%	$117.4B
Chris Hohn · Tci Fund Management Ltd.	3	42.3%	$22.7B
Tom Gayner · Markel Group Inc.	36	41.2%	$4.9B
Glenn Greenberg · Brave Warrior Advisors, LLC	14	39.3%	$1.7B
Nelson Peltz · Trian Fund Management, L.P.	1	38.1%	$1.5B
Li Lu · Himalaya Capital Management LLC	3	37.5%	$1.3B
John Armitage · Egerton Capital (Uk) Llp	8	35.9%	$3.3B
Greg Alexander · Conifer Management, L.L.C.	1	33.2%	$200M
Tom Russo · Gardner Russo & Quinn LLC	11	30.5%	$2.8B
Thomas Kahn · Kahn Brothers Group Inc.	11	29.6%	$167M
Davis Selected Advisers	20	29.3%	$6.4B
Bryan Lawrence · Oakcliff Capital Partners, LP	1	28.4%	$66M
Bill Gates · Gates Foundation Trust	1	27.6%	$9.8B
William Von Mueffling · Cantillon Capital Management LLC	10	27.5%	$4.1B

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★ WatchlistData from SEC EDGAR · whalstreet.com