Position in BRK-B
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$189,068,839
-$4,363,447 QoQ
Shares Held
394,551
+2.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.6682254005185642.ToString("F0")%
Shared 0.ToString("F0")%
None 98.33177459948143.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $217,325,359 across 9 Insurance - Diversified names. BRK-B ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
394,551 | $189,068,839 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
246,167 | $23,629,570 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,071 | $2,173,281 | |
| 4 | AIG |
American International Group, Inc.
|
19,937 | $1,500,259 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
25,160 | $480,807 | |
| 6 | SLF |
Sun Life Financial Inc
|
6,126 | $383,242 | |
| 7 | AEG |
Aegon Ltd.
|
11,651 | $84,586 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
106 | $4,388 |
All Filings in BRK-B
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,068,839 | 394,551 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $193,432,286 | 384,825 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $187,713,061 | 373,380 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $155,325,443 | 319,751 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $164,677,464 | 309,207 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $120,304,591 | 265,409 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $118,901,727 | 258,336 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $105,088,644 | 258,330 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $106,888,614 | 254,182 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $86,571,368 | 242,728 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $85,509,280 | 244,103 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $82,695,910 | 242,510 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $74,726,354 | 242,013 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $71,853,846 | 232,612 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $62,148,905 | 232,750 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $61,303,637 | 224,539 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $78,858,798 | 223,453 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $50,755,848 | 169,752 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $45,784,540 | 164,740 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $42,086,127 | 164,740 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $38,198,263 | 164,740 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $35,079,735 | 164,740 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $29,407,737 | 164,740 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $30,119,414 | 164,740 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||