MATHER GROUP, LLC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1527641 CHICAGO, IL

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,101,004

-$2,941,464 QoQ

Shares Held

46,166

+38.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#867

of 4,965 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, 2026

MATHER GROUP, LLC. holds $24,713,468 across 5 Insurance - Diversified names. BRK-B ranks #1 (93.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	46,166	$23,101,004
2	AIG	American International Group, Inc.	11,632	$866,932
3	ACGL	Arch Capital Group Ltd.	3,652	$354,463
4	HIG	Hartford Insurance Group, Inc.	2,177	$288,496
5	SLF	Sun Life Financial Inc	1,308	$102,573

All Filings in BRK-B

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,101,004	46,166	+38.4%	Shares	Sole	2026-07-27
2026-03-31 BRK-A	$10,053,960	14	0.0%	Shares	Sole	2026-04-13
2026-03-31	$15,988,508	33,365	+0.0%	Shares	Sole	2026-04-13
2025-12-31 BRK-A	$10,567,200	14	0.0%	Shares	Sole	2026-01-13
2025-12-31	$16,764,382	33,352	-1.0%	Shares	Sole	2026-01-13
2025-09-30 BRK-A	$10,558,800	14	0.0%	Shares	Sole	2025-10-21
2025-09-30	$16,936,305	33,688	+6.0%	Shares	Sole	2025-10-21
2025-06-30 BRK-A	$10,203,200	14	0.0%	Shares	Sole	2025-07-15
2025-06-30	$15,433,398	31,771	-0.2%	Shares	Sole	2025-07-15
2025-03-31 BRK-A	$11,178,188	14	+600.0%	Shares	Sole	2025-04-25
2025-03-31	$16,946,695	31,820	+4.3%	Shares	Sole	2025-04-25
2024-12-31	$13,832,292	30,516	-0.9%	Shares	Sole	2025-01-27
2024-09-30	$14,167,263	30,781	-30.5%	Shares	Sole	2024-10-07
2024-06-30 BRK-A	$1,224,482	2	0.0%	Shares	Sole	2024-07-09
2024-06-30	$18,006,188	44,263	+44.8%	Shares	Sole	2024-07-09
2024-03-31	$12,858,660	30,578	-6.7%	Shares	Sole	2024-04-09
2023-12-31	$11,685,964	32,765	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$11,375,992	32,475	+10.3%	Shares	Sole	2023-11-13
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-08-08
2023-06-30	$10,037,676	29,436	+2.2%	Shares	Sole	2023-08-08
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-05-09
2023-03-31	$8,897,207	28,815	+12.5%	Shares	Sole	2023-05-09
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-03-10
2022-12-31	$7,914,018	25,620	-1.7%	Shares	Sole	2023-03-10
2022-09-30 BRK-A	$812,940	2	0.0%	Shares	Sole	2022-11-15
2022-09-30	$6,958,808	26,061	+4.8%	Shares	Sole	2022-11-15
2022-06-30 BRK-A	$817,900	2	0.0%	Shares	Sole	2022-08-16
2022-06-30	$6,790,826	24,873	+50.5%	Shares	Sole	2022-08-16
2022-03-31 BRK-A	$1,057,842	2	0.0%	Shares	Sole	2022-05-13
2022-03-31	$5,833,602	16,530	+55.6%	Shares	Sole	2022-05-13
2021-12-31	$3,176,875	10,625	+5.9%	Shares	Sole	2022-02-15
2021-09-30	$2,739,498	10,037	+4.9%	Shares	Sole	2021-11-04
2021-06-30	$2,658,582	9,566	+6.3%	Shares	Sole	2021-08-13
2021-03-31 BRK-A	$771,404	2	-50.0%	Shares	Sole	2021-05-14
2021-03-31	$2,297,952	8,995	+8.2%	Shares	Sole	2021-05-14
2020-12-31 BRK-A	$1,391,260	4	0.0%	Shares	Sole	2021-02-12
2020-12-31	$1,928,462	8,317	+1.0%	Shares	Sole	2021-02-12
2020-09-30 BRK-A	$1,280,004	4	0.0%	Shares	Sole	2020-11-13
2020-09-30	$1,753,773	8,236	-15.7%	Shares	Sole	2020-11-13
2020-06-30 BRK-A	$1,069,200	4	—	Shares	Sole	2020-08-14
2020-06-30	$1,744,935	9,775	+305.4%	Shares	Sole	2020-08-14
2020-03-31	$440,803	2,411	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.