Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,145,207
+$3,099,051 QoQ
Shares Held
30,280
+19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#975
of 4,950 holders
Holding Since
Mar 2020
26 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, 2026HBK Sorce Advisory LLC holds $20,496,362 across 5 Insurance - Diversified names. BRK-B ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
30,280 | $18,145,207 | |
| 2 | SLF |
Sun Life Financial Inc
|
18,460 | $1,447,633 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,888 | $382,717 | |
| 4 | AIG |
American International Group, Inc.
|
3,542 | $263,985 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,646 | $256,820 |
All Filings in BRK-B
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $2,995,400 | 4 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $15,149,807 | 30,276 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BRK-A | $2,872,560 | 4 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $12,173,596 | 25,404 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BRK-A | $3,019,200 | 4 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $13,725,360 | 27,306 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-16 | |
| 2025-09-30 | $13,223,570 | 26,303 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $12,616,417 | 25,972 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $13,786,897 | 25,887 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,671,959 | 25,750 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,740,771 | 25,509 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,743,587 | 26,410 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,104,250 | 26,406 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,066,653 | 25,421 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,887,811 | 25,372 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,569,671 | 25,131 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,584,934 | 24,565 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $15,874,988 | 51,392 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,631,174 | 24,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,937,638 | 21,748 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,806,869 | 24,955 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,248,513 | 27,587 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,612,842 | 27,892 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,684,765 | 27,651 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,835,610 | 26,757 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,745,970 | 24,781 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,022,189 | 23,585 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,129,293 | 23,132 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $4,252,808 | 23,261 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||