Horizon Investments, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1560717 Charlotte, NC

Position in BRK-B

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$68,954,742

+$7,069,417 QoQ

Shares Held

137,802

+6.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#436

of 4,965 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $78,650,768 across 4 Insurance - Diversified names. BRK-B ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	137,802	$68,954,742
2	HIG	Hartford Insurance Group, Inc.	43,857	$5,811,929
3	ACGL	Arch Capital Group Ltd.	30,578	$2,967,900
4	AIG	American International Group, Inc.	12,293	$916,197

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,954,742	137,802	+6.7%	Shares	Sole	2026-08-13
2026-03-31	$61,885,325	129,143	+22.5%	Shares	Sole	2026-05-15
2025-12-31	$53,010,474	105,462	+7.8%	Shares	Sole	2026-02-02
2025-09-30	$49,193,109	97,850	-17.3%	Shares	Sole	2025-11-14
2025-06-30	$57,443,759	118,253	+1255.5%	Shares	Sole	2025-08-14
2025-03-31	$4,646,227	8,724	+17.1%	Shares	Sole	2025-05-13
2024-12-31	$3,376,936	7,450	+5.1%	Shares	Sole	2025-02-10
2024-09-30	$3,261,862	7,087	-4.1%	Shares	Sole	2024-11-13
2024-06-30	$3,007,472	7,393	-74.9%	Shares	Sole	2024-08-09
2024-03-31	$12,391,883	29,468	+4.7%	Shares	Sole	2024-05-15
2023-12-31	$10,036,055	28,139	+12.0%	Shares	Sole	2024-02-14
2023-09-30	$8,797,784	25,115	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$8,237,537	24,157	-10.0%	Shares	Sole	2023-08-14
2023-03-31	$8,291,092	26,852	-33.5%	Shares	Sole	2023-05-15
2022-12-31	$12,471,837	40,375	+129.8%	Shares	Sole	2023-02-14
2022-09-30	$4,692,075	17,572	-47.5%	Shares	Sole	2022-11-14
2022-06-30	$9,130,607	33,443	-1.3%	Shares	Sole	2022-08-12
2021-09-30	$9,250,209	33,891	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.