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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BRK-B — Berkshire Hathaway Inc

CIK 1531593 NEW YORK, NY

Position in BRK-B

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$212,665
+$68,426 QoQ
Shares Held
425
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,780
of 4,965 holders
Holding Since
Jun 2021
12 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, 2026

SUMMIT SECURITIES GROUP LLC holds $238,174 across 4 Insurance - Diversified names. BRK-B ranks #1 (89.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRK-B
Berkshire Hathaway Inc
This page
425 $212,665

All Filings in BRK-B

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $212,665 425
2026-03-31 $144,239 301
2025-12-31 $1,369,218 2,724
2025-09-30 $1,590,166 3,163
2025-06-30 $599,440 1,234
2023-06-30 $794,871 2,331
2023-03-31 $1,091,501 3,535
2022-12-31 $562,506 1,821
2022-09-30 $391,985 1,468
2022-06-30 $1,032,288 3,781
2022-03-31 $264,682 750
2021-06-30 $326,833 1,176