Diversified Trust Co

Bank

Position in BRK-B — Berkshire Hathaway Inc

CIK 1479844 MEMPHIS, TN

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$35,097,354

+$480,968 QoQ

Shares Held

70,140

+3.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#675

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $41,330,786 across 5 Insurance - Diversified names. BRK-B ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	70,140	$35,097,354
2	PLGO	Pelagos Insurance Capital Ltd	139,108	$3,387,279
3	ACGL	Arch Capital Group Ltd.	13,684	$1,328,169
4	AIG	American International Group, Inc.	13,817	$1,029,781
5	HIG	Hartford Insurance Group, Inc.	3,684	$488,203

All Filings in BRK-B

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48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,097,354	70,140	+3.5%	Shares	Sole	2026-07-17
2026-03-31 BRK-A	$2,154,420	3	0.0%	Shares	Sole	2026-04-16
2026-03-31	$32,461,966	67,742	+1.2%	Shares	Sole	2026-04-16
2025-12-31 BRK-A	$2,264,400	3	+50.0%	Shares	Sole	2026-01-09
2025-12-31	$33,655,432	66,956	+1.6%	Shares	Sole	2026-01-09
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-20
2025-09-30	$33,128,554	65,896	+9.6%	Shares	Sole	2025-10-20
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-07-11
2025-06-30	$29,214,207	60,140	-7.3%	Shares	Sole	2025-07-11
2025-03-31 BRK-A	$1,596,884	2	0.0%	Shares	Sole	2025-04-24
2025-03-31	$34,560,713	64,893	+11.7%	Shares	Sole	2025-04-24
2024-12-31 BRK-A	$1,361,840	2	0.0%	Shares	Sole	2025-01-07
2024-12-31	$26,325,142	58,077	+4.0%	Shares	Sole	2025-01-07
2024-09-30 BRK-A	$1,382,360	2	0.0%	Shares	Sole	2024-10-07
2024-09-30	$25,713,805	55,868	+1.8%	Shares	Sole	2024-10-07
2024-06-30 BRK-A	$1,224,482	2	0.0%	Shares	Sole	2024-07-16
2024-06-30	$22,334,132	54,902	+2.4%	Shares	Sole	2024-07-16
2024-03-31 BRK-A	$1,268,880	2	0.0%	Shares	Sole	2024-04-18
2024-03-31	$22,552,066	53,629	+22.5%	Shares	Sole	2024-04-18
2023-12-31 BRK-A	$1,085,250	2	0.0%	Shares	Sole	2024-01-08
2023-12-31	$15,607,797	43,761	-4.4%	Shares	Sole	2024-01-08
2023-09-30 BRK-A	$1,062,954	2	0.0%	Shares	Sole	2023-11-17
2023-09-30	$16,026,925	45,752	+21.2%	Shares	Sole	2023-11-17
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-07-18
2023-06-30	$12,874,455	37,755	+7.6%	Shares	Sole	2023-07-18
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-04-07
2023-03-31	$10,829,181	35,072	-6.6%	Shares	Sole	2023-04-07
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-01-17
2022-12-31	$11,605,373	37,570	-2.5%	Shares	Sole	2023-01-17
2022-09-30 BRK-A	$812,940	2	0.0%	Shares	Sole	2022-10-14
2022-09-30	$10,289,881	38,536	-1.6%	Shares	Sole	2022-10-14
2022-06-30 BRK-A	$817,900	2	+100.0%	Shares	Sole	2022-07-12
2022-06-30	$10,691,736	39,161	+21.7%	Shares	Sole	2022-07-12
2022-03-31 BRK-A	$528,921	1	0.0%	Shares	Sole	2022-04-07
2022-03-31	$11,359,114	32,187	-10.9%	Shares	Sole	2022-04-07
2021-12-31 BRK-A	$450,662	1	0.0%	Shares	Sole	2022-01-13
2021-12-31	$10,795,694	36,106	-7.1%	Shares	Sole	2022-01-13
2021-09-30 BRK-A	$411,379	1	0.0%	Shares	Sole	2022-01-13
2021-09-30	$10,604,264	38,852	-1.0%	Shares	Sole	2022-01-13
2021-06-30 BRK-A	$418,601	1	0.0%	Shares	Sole	2021-07-20
2021-06-30	$10,910,861	39,259	+13.5%	Shares	Sole	2021-07-20
2021-03-31 BRK-A	$385,702	1	0.0%	Shares	Sole	2021-05-10
2021-03-31	$8,835,429	34,585	-3.1%	Shares	Sole	2021-05-10
2020-12-31 BRK-A	$347,815	1	—	Shares	Sole	2021-01-08
2020-12-31	$8,274,280	35,685	+8.1%	Shares	Sole	2021-01-08
2020-09-30	$7,026,807	32,999	+14.8%	Shares	Sole	2020-10-15
2020-06-30	$5,132,876	28,754	-15.4%	Shares	Sole	2020-07-07
2020-03-31	$6,212,563	33,980	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.