Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,841,472,424
+$121,837,959 QoQ
Shares Held
3,502,106
+2.7% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#35
of 4,973 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,200,936
PutShares
2,400
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 Jun 30, 2026LPL Financial LLC holds $1,913,434,114 across 7 Insurance - Diversified names. BRK-B ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
3,502,106 | $1,841,472,424 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
203,998 | $27,033,814 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
205,203 | $19,917,003 | |
| 4 | AIG |
American International Group, Inc.
|
232,462 | $17,325,392 | |
| 5 | SLF |
Sun Life Financial Inc
|
80,366 | $6,302,301 | |
| 6 | AEG |
Aegon Ltd.
|
93,647 | $790,380 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
24,345 | $592,800 |
All Filings in BRK-B
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,359,274 | 3,501,987 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $1,200,936 | 2,400 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $1,633,457,665 | 3,408,718 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $1,533,440 | 3,200 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $2,010,600 | 4,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $1,692,626,625 | 3,367,406 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,654,367,523 | 3,290,702 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $2,614,248 | 5,200 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $1,545,881,901 | 3,182,333 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $2,477,427 | 5,100 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $1,757,514 | 3,300 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $1,567,591,178 | 2,943,391 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,212,560,262 | 2,675,080 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $1,405,168 | 3,100 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $1,147,888,440 | 2,494,000 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $1,564,884 | 3,400 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $928,800,878 | 2,283,188 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $1,342,440 | 3,300 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $892,844,279 | 2,123,191 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $4,205 | 10 | Put | Sole | 2024-05-10 | |
| 2023-12-31 | $392,326 | 1,100 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $718,447,344 | 2,014,376 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $385,330 | 1,100 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $683,628,315 | 1,951,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,900 | 900 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $625,039,360 | 1,832,960 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $534,271,832 | 1,730,323 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $506,685,272 | 1,640,289 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $428,697,405 | 1,605,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,020 | 1,000 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $440,191,238 | 1,612,304 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $540,857,514 | 1,532,565 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $400,545,782 | 1,339,618 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $344,960,404 | 1,263,869 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,185,971 | 1,206,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $303,720,618 | 1,188,870 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $258,536,441 | 1,115,006 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,407,538 | 983,411 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $175,295,391 | 981,992 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $170,322,599 | 931,590 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||