Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$805,841,580
+$55,923,765 QoQ
Shares Held
1,357,682
+2.3% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#77
of 4,965 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 55%
Shared 1%
None 44%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $822,078,890 across 6 Insurance - Diversified names. BRK-B ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
1,357,682 | $805,841,580 | |
| 2 | AIG |
American International Group, Inc.
|
93,844 | $6,994,193 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
46,127 | $4,477,086 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
17,238 | $2,284,379 | |
| 5 | AEG |
Aegon Ltd.
|
190,472 | $1,607,583 | |
| 6 | SLF |
Sun Life Financial Inc
|
11,146 | $874,069 |
All Filings in BRK-B
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $126,555,650 | 169 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $679,285,930 | 1,357,513 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 BRK-A | $114,184,260 | 159 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $635,733,555 | 1,326,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $111,710,400 | 148 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $642,743,581 | 1,278,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BRK-A | $71,649,000 | 95 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $489,141,385 | 972,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $64,134,400 | 88 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $346,566,777 | 713,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $71,061,338 | 89 | Shares | Sole | 2025-05-20 | |
| 2025-03-31 | $348,386,141 | 654,148 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 BRK-A | $22,470,360 | 33 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $260,845,415 | 575,462 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 BRK-A | $17,289,061 | 152 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $230,790,933 | 501,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $258,365,702 | 422 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $250,436,250 | 615,625 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 BRK-A | $260,754,840 | 411 | Shares | Sole | 2024-05-16 | |
| 2024-03-31 | $115,004,650 | 273,482 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 BRK-A | $219,763,125 | 405 | Shares | Sole | 2024-02-15 | |
| 2023-12-31 | $71,149,033 | 199,487 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||