Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$593,190,636
+$54,194,467 QoQ
Shares Held
1,065,814
+5.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#100
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
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
$750,585
PutShares
1,500
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, 2026CAPTRUST FINANCIAL ADVISORS holds $614,976,446 across 9 Insurance - Diversified names. BRK-B ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
1,065,814 | $593,190,636 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
63,708 | $6,183,498 | |
| 3 | SLF |
Sun Life Financial Inc
|
75,117 | $5,890,675 | |
| 4 | AIG |
American International Group, Inc.
|
64,765 | $4,826,935 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
29,639 | $3,927,760 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,631 | $282,878 | |
| 7 | AEG |
Aegon Ltd.
|
30,861 | $260,466 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
8,782 | $213,841 |
All Filings in BRK-B
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $59,908,000 | 80 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $533,282,636 | 1,065,734 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $750,585 | 1,500 | Put | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $54,578,640 | 76 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $484,417,529 | 1,010,888 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $718,800 | 1,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $55,100,400 | 73 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $422,220,973 | 839,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $42,989,400 | 57 | Shares | Sole | 2025-11-19 | |
| 2025-09-30 | $382,546,931 | 760,924 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 BRK-A | $40,812,800 | 56 | Shares | Sole | 2025-08-15 | |
| 2025-06-30 | $368,977,776 | 759,573 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 BRK-A | $43,115,868 | 54 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $395,237,204 | 742,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $34,046,000 | 50 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $326,573,281 | 720,467 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $33,176,640 | 48 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $330,717,521 | 718,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $27,550,845 | 45 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $288,256,039 | 708,594 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 BRK-A | $27,915,360 | 44 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $386,638,703 | 919,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $30,387,000 | 56 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $291,567,766 | 817,495 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $26,042,373 | 49 | Shares | Sole | 2023-11-15 | |
| 2023-09-30 | $281,219,789 | 802,797 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 BRK-A | $25,372,690 | 49 | Shares | Sole | 2023-08-15 | |
| 2023-06-30 | $266,575,045 | 781,745 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BRK-A | $21,417,600 | 46 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $237,358,291 | 768,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BRK-A | $21,560,706 | 46 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $213,905,836 | 692,476 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 BRK-A | $18,291,150 | 45 | Shares | Sole | 2022-11-16 | |
| 2022-09-30 | $181,045,167 | 678,021 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 BRK-A | $817,900 | 2 | Shares | Sole | 2022-08-23 | |
| 2022-06-30 | $139,483,187 | 510,890 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $147,496,617 | 417,944 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $7,661,254 | 17 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $97,786,156 | 327,044 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BRK-A | $6,582,064 | 16 | Shares | Sole | 2021-11-16 | |
| 2021-09-30 | $74,985,352 | 274,732 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BRK-A | $5,023,212 | 12 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $72,865,899 | 262,183 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BRK-A | $4,242,722 | 11 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $62,313,731 | 243,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 BRK-A | $3,825,965 | 11 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $56,633,783 | 244,248 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 BRK-A | $2,880,009 | 9 | Shares | Sole | 2020-11-17 | |
| 2020-09-30 | $47,435,579 | 222,765 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 BRK-A | $3,207,600 | 12 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||