Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,125,479
+$3,787,039 QoQ
Shares Held
60,204
+35.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#749
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $35,716,815 across 5 Insurance - Diversified names. BRK-B ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
60,204 | $30,125,479 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
42,707 | $4,145,141 | |
| 3 | AIG |
American International Group, Inc.
|
8,090 | $602,947 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
3,360 | $445,267 | |
| 5 | SLF |
Sun Life Financial Inc
|
5,075 | $397,981 |
All Filings in BRK-B
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,125,479 | 60,204 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 BRK-A | $5,026,980 | 7 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $21,311,460 | 44,473 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Defined | 2026-02-02 | |
| 2025-12-31 | $22,073,874 | 43,915 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Defined | 2025-10-23 | |
| 2025-09-30 | $21,676,137 | 43,116 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $13,469,915 | 27,729 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Defined | 2025-05-12 | |
| 2025-03-31 | $15,533,760 | 29,167 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 BRK-A | $3,404,600 | 5 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $15,663,089 | 34,555 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 BRK-A | $3,455,900 | 5 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $15,503,857 | 33,685 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,168,244 | 5,330 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,184,601 | 5,195 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,827,169 | 5,123 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,777,422 | 5,074 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,981,892 | 5,812 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,863,426 | 6,035 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,795,326 | 5,812 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $1,538,836 | 5,763 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,525,635 | 5,588 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,028,879 | 5,749 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,411,878 | 4,722 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $253,834 | 930 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $237,621 | 855 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $218,426 | 855 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $198,248 | 855 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $182,063 | 855 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $152,626 | 855 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $172,591 | 944 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||