Position in BRK-B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$178,155,059
+$45,779,166 QoQ
Shares Held
371,776
+41.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.408977448786366.ToString("F0")%
Shared 0.ToString("F0")%
None 97.59102255121364.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Mar 31, 2026CallValue
$191,680
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MAI Capital Management holds $180,931,700 across 8 Insurance - Diversified names. BRK-B ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
371,776 | $178,155,059 | |
| 2 | AIG |
American International Group, Inc.
|
15,901 | $1,196,550 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
8,346 | $801,132 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
3,738 | $505,489 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
2,793 | $115,630 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,841 | $115,172 | |
| 7 | AEG |
Aegon Ltd.
|
4,082 | $29,635 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
682 | $13,033 |
All Filings in BRK-B
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,680 | 400 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $178,155,059 | 371,776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $132,375,893 | 263,356 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $150,795 | 300 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $150,822 | 300 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $114,584,500 | 227,920 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $101,331,136 | 208,599 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $97,154 | 200 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $108,904,088 | 204,484 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $106,516 | 200 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $135,984 | 300 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $92,983,139 | 205,134 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,824,877 | 175,607 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $76,830,282 | 188,865 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,127,573 | 183,410 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $43,470,077 | 121,881 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,235,214 | 117,714 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,788,938 | 110,818 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $31,950,284 | 103,476 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $31,218,051 | 101,062 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,962,878 | 100,977 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $27,840,668 | 101,973 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $35,242,298 | 99,862 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $352,910 | 1,000 | Put | Sole | 2022-05-10 | |
| 2021-12-31 | $30,024,085 | 100,415 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,184,888 | 84,945 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,328,926 | 80,343 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $19,780,020 | 77,426 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $18,485,603 | 79,724 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,141,277 | 75,802 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $981,805 | 5,500 | Call | Sole | 2020-07-27 | |
| 2020-06-30 | $21,717,705 | 121,661 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,005,565 | 5,500 | Call | Sole | 2020-04-16 | |
| 2020-03-31 | $11,629,084 | 63,606 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||