Cornerstone Planning Group LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1822587 FAIRFIELD, NJ

Position in BRK-B

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$615,980

+$45,253 QoQ

Shares Held

1,231

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#3,956

of 4,970 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $717,369 across 6 Insurance - Diversified names. BRK-B ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	1,231	$615,980
2	ACGL	Arch Capital Group Ltd.	367	$35,621
3	SLF	Sun Life Financial Inc	441	$34,583
4	HIG	Hartford Insurance Group, Inc.	130	$17,227
5	AIG	American International Group, Inc.	125	$9,316
6	AEG	Aegon Ltd.	550	$4,642

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,980	1,231	+3.4%	Shares	Sole	2026-07-29
2026-03-31	$570,727	1,191	+33.2%	Shares	Sole	2026-05-06
2025-12-31	$449,369	894	-0.7%	Shares	Sole	2026-02-02
2025-09-30	$452,466	900	+7.4%	Shares	Sole	2025-11-04
2025-06-30	$407,075	838	-6.8%	Shares	Sole	2025-08-11
2025-03-31	$478,789	899	+7.7%	Shares	Sole	2025-04-30
2024-12-31	$378,488	835	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$374,651	814	+1.9%	Shares	Sole	2024-11-05
2024-06-30	$325,033	799	+6.5%	Shares	Sole	2024-08-13
2024-03-31	$315,390	750	+11.4%	Shares	Sole	2024-05-07
2023-12-31	$240,032	673	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$234,701	670	+1.4%	Shares	Sole	2023-11-08
2023-06-30	$225,401	661	+0.5%	Shares	Sole	2023-08-15
2022-12-31	$203,256	658	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.