WSO
Watsco, Inc. ·
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Watsco, Inc. (WSO) is held by 4 tracked hedge fund(s) and traded by 3 member(s) of Congress. Largest tracked holder: Markel Group Inc..
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| Markel Group Inc. Markel Group Inc. |
1.8% | 582K | $212M | ▲ 0.8% (+4K) | $330.87 | 2026-03-31 |
| Welch & Forbes LLC Welch & Forbes LLC |
1.0% | 210K | $76M | — | $324.11 | 2026-03-31 |
| AEGON ASSET MANAGEMENT UK Plc AEGON ASSET MANAGEMENT UK Plc |
0.6% | 125K | $45M | ▲ 9.7% (+11K) | $369.03 | 2026-03-31 |
| Conestoga Capital Advisors, LLC Conestoga Capital Advisors, LLC |
0.9% | 122K | $44M | ▲ 5.5% (+6K) | $356.18 | 2026-03-31 |
FAQ ▾
Which hedge funds hold WSO?
Tracked holders include: Markel Group Inc., Welch & Forbes LLC, AEGON ASSET MANAGEMENT UK Plc, Conestoga Capital Advisors, LLC.
How much smart money owns WSO?
4 tracked hedge fund(s) and 3 member(s) of Congress have disclosed positions.
Are members of Congress trading WSO?
Yes — 3 member(s) have disclosed WSO trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.