Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$106,536,856
+$803,093 QoQ
Shares Held
160,564
-3.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#343
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$800,624
PutShares
1,600
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, 2026Allworth Financial LP holds $110,266,610 across 9 Insurance - Diversified names. BRK-B ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
160,564 | $106,536,856 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
15,659 | $2,075,130 | |
| 3 | AIG |
American International Group, Inc.
|
14,275 | $1,063,915 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,572 | $346,698 | |
| 5 | AEG |
Aegon Ltd.
|
10,826 | $91,371 | |
| 6 | SLF |
Sun Life Financial Inc
|
1,088 | $85,320 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,915 | $46,630 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
434 | $18,514 |
All Filings in BRK-B
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $26,209,750 | 35 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $800,624 | 1,600 | Put | Sole | 2026-08-11 | |
| 2026-06-30 | $80,327,106 | 160,529 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BRK-A | $25,853,040 | 36 | Shares | Sole | 2026-05-15 | |
| 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 BRK-A | $27,172,800 | 36 | Shares | Sole | 2026-02-05 | |
| 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 BRK-A | $27,905,400 | 37 | Shares | Sole | 2025-12-02 | |
| 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 BRK-A | $22,592,800 | 31 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $76,884,275 | 158,273 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 BRK-A | $14,371,956 | 18 | Shares | Sole | 2025-04-30 | |
| 2025-03-31 | $78,412,818 | 147,232 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 BRK-A | $11,575,640 | 17 | Shares | Sole | 2025-01-30 | |
| 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 BRK-A | $2,644,605 | 5 | Shares | Sole | 2022-04-22 | |
| 2022-03-31 | $22,879,508 | 64,831 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 BRK-A | $2,253,310 | 5 | Shares | Sole | 2022-01-21 | |
| 2021-12-31 | $13,060,021 | 43,679 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 BRK-A | $2,468,274 | 6 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $12,203,693 | 44,712 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 BRK-A | $2,511,606 | 6 | Shares | Sole | 2021-08-02 | |
| 2021-06-30 | $11,797,148 | 42,448 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 BRK-A | $2,314,212 | 6 | Shares | Sole | 2021-04-29 | |
| 2021-03-31 | $11,899,537 | 46,579 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 BRK-A | $2,086,890 | 6 | Shares | Sole | 2021-01-26 | |
| 2020-12-31 | $9,704,918 | 41,855 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 BRK-A | $2,560,008 | 8 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $8,896,633 | 41,780 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 BRK-A | $2,138,400 | 8 | Shares | Sole | 2020-07-24 | |
| 2020-06-30 | $7,616,664 | 42,668 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-04-17 | |
| 2020-03-31 | $2,650,852 | 14,499 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||