Position in BRK-B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$79,880,723
-$2,898,192 QoQ
Shares Held
166,696
+1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.6089168306378077.ToString("F0")%
Shared 0.ToString("F0")%
None 98.39108316936219.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,773,040
PutShares
3,700
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 Mar 31, 2026Allworth Financial LP holds $83,613,088 across 8 Insurance - Diversified names. BRK-B ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
166,696 | $79,880,723 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,437 | $2,222,775 | |
| 3 | AIG |
American International Group, Inc.
|
11,190 | $842,047 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,844 | $464,975 | |
| 5 | AEG |
Aegon Ltd.
|
10,723 | $77,848 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,117 | $69,879 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,544 | $29,505 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
612 | $25,336 |
All Filings in BRK-B
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,773,040 | 3,700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $79,880,723 | 166,696 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,778,915 | 164,685 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $1,859,805 | 3,700 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $81,574,089 | 162,259 | Shares | Sole | 2025-12-02 | |
| 2025-09-30 | $1,860,138 | 3,700 | Put | Sole | 2025-12-02 | |
| 2025-06-30 | $76,884,275 | 158,273 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $78,412,818 | 147,232 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $66,401,440 | 146,491 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,388,054 | 105,132 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $42,691,626 | 104,945 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $41,028,454 | 97,566 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $30,143,118 | 84,515 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $29,635,729 | 84,601 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $28,158,416 | 82,576 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $23,648,693 | 76,590 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $22,272,307 | 72,102 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $19,008,352 | 71,187 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,624,058 | 68,215 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,879,508 | 64,831 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,060,021 | 43,679 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,203,693 | 44,712 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,797,148 | 42,448 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,899,537 | 46,579 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,704,918 | 41,855 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,896,633 | 41,780 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,616,664 | 42,668 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,650,852 | 14,499 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||