Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,588,052,780
+$66,576,436 QoQ
Shares Held
2,847,604
+0.3% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#48
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$2,220
CallShares
300
PutValue
$12,360
PutShares
12,000
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, 2026Creative Planning holds $1,657,932,269 across 8 Insurance - Diversified names. BRK-B ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
2,847,604 | $1,588,052,780 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
139,916 | $18,541,668 | |
| 3 | AIG |
American International Group, Inc.
|
226,161 | $16,855,779 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
115,045 | $11,166,266 | |
| 5 | SLF |
Sun Life Financial Inc
|
119,029 | $9,334,253 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
320,661 | $7,808,095 | |
| 7 | AEG |
Aegon Ltd.
|
685,666 | $5,787,021 | |
| 8 | XZO |
Exzeo Group, Inc.
|
22,905 | $386,407 |
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 | $163,249,300 | 218 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $2,220 | 300 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $1,424,803,480 | 2,847,386 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $12,360 | 12,000 | Put | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $161,581,500 | 225 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $53,087 | 12,000 | Put | Sole | 2026-05-12 | |
| 2026-03-31 | $1,359,894,844 | 2,837,844 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 BRK-A | $166,056,000 | 220 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,435,102,443 | 2,855,073 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $66 | 12,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $147,069,000 | 195 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,404,672,652 | 2,794,034 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $4,932 | 12,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $145,031,200 | 199 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $1,342,904,363 | 2,764,486 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 BRK-A | $160,486,842 | 201 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,470,797,958 | 2,761,647 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $6,390,960 | 12,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $7,490,120 | 11 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,224,394,949 | 2,701,189 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $6,050 | 10,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $4,838,260 | 7 | Shares | Sole | 2024-10-11 | |
| 2024-09-30 | $1,243,675,924 | 2,709,007 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 BRK-A | $3,061,205 | 5 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $1,094,754,900 | 2,691,138 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $19,778 | 12,900 | Put | Sole | 2024-08-15 | |
| 2024-03-31 BRK-A | $3,172,200 | 5 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $4,167 | 12,900 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $1,125,244,236 | 2,675,840 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 BRK-A | $2,713,125 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $950,583,071 | 2,665,236 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $1,274 | 15,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $2,657,385 | 5 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $922,012,719 | 2,632,066 | Shares | Defined | 2023-11-16 | |
| 2023-09-30 | $30,900 | 16,300 | Put | Sole | 2023-11-16 | |
| 2023-09-30 | $3,277 | 200 | Call | Sole | 2023-11-16 | |
| 2023-06-30 BRK-A | $61,619,390 | 119 | Shares | Sole | 2023-07-21 | |
| 2023-06-30 | $47,048 | 16,300 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $900,308,882 | 2,640,202 | Shares | Defined | 2023-07-21 | |
| 2023-06-30 | $37,115 | 300 | Call | Sole | 2023-07-21 | |
| 2023-03-31 BRK-A | $55,406,400 | 119 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $13,695 | 16,400 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $32,532 | 300 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $810,432,941 | 2,624,714 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BRK-A | $55,776,609 | 119 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $822,421,846 | 2,662,421 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $38,097 | 16,400 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $337,510 | 2,500 | Call | Sole | 2023-02-10 | |
| 2022-09-30 BRK-A | $47,556,990 | 117 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $711,984,798 | 2,666,410 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||