SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition 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, 2026SUMMIT SECURITIES GROUP LLC holds $238,174 across 4 Insurance - Diversified names. BRK-B ranks #1 (89.3% of the industry book) .
All Filings in BRK-B
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,665 | 425 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $144,239 | 301 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,369,218 | 2,724 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,590,166 | 3,163 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $599,440 | 1,234 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $794,871 | 2,331 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,091,501 | 3,535 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $562,506 | 1,821 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $391,985 | 1,468 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,032,288 | 3,781 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $264,682 | 750 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $326,833 | 1,176 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||