PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in BRK-B — Berkshire Hathaway Inc
CIK 12600
DES MOINES, IA
Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$28,089,392
+$2,424,878 QoQ
Shares Held
56,135
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#773
of 4,950 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $29,331,412 across 4 Insurance - Diversified names. BRK-B ranks #1 (95.8% of the industry book) .
All Filings in BRK-B
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,089,392 | 56,135 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $25,664,514 | 53,557 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,731,385 | 49,202 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,481,979 | 46,708 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,795,042 | 44,867 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,756,610 | 42,729 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,237,203 | 42,440 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,189,014 | 39,519 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,468,163 | 38,024 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,535,694 | 34,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,665,991 | 32,709 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||