Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,487,250
+$2,503,445 QoQ
Shares Held
219,902
-2.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#289
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $134,832,459 across 7 Insurance - Diversified names. BRK-B ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
219,902 | $132,487,250 | |
| 2 | SLF |
Sun Life Financial Inc
|
8,119 | $636,691 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
5,612 | $544,700 | |
| 4 | AIG |
American International Group, Inc.
|
6,485 | $483,327 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
2,554 | $338,455 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
4,728 | $201,696 | |
| 7 | AEG |
Aegon Ltd.
|
16,628 | $140,340 |
All Filings in BRK-B
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39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $22,465,500 | 30 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $110,021,750 | 219,872 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BRK-A | $21,544,200 | 30 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $108,439,605 | 226,293 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $22,644,000 | 30 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $101,251,805 | 201,436 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $21,117,600 | 28 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $92,927,969 | 184,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $20,406,400 | 28 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $91,852,791 | 189,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $22,356,376 | 28 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $100,920,181 | 189,493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $4,085,520 | 6 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $75,334,682 | 166,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $4,147,080 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $73,908,550 | 160,580 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $3,673,446 | 6 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $66,433,694 | 163,308 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BRK-A | $17,764,320 | 28 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $59,070,023 | 140,469 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $47,594,493 | 133,445 | Shares | Other | 2024-02-14 | |
| 2023-09-30 BRK-A | $1,062,954 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $7,132,808 | 20,362 | Shares | Other | 2023-11-14 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Sole | 2023-08-15 | |
| 2023-06-30 | $6,920,936 | 20,296 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $4,570,412 | 14,802 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $4,506,232 | 14,588 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,884,873 | 14,549 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,706,246 | 13,575 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,521,541 | 7,145 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $2,135,757 | 7,143 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,866,908 | 6,840 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,770,905 | 6,372 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $1,646,504 | 6,445 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,480,258 | 6,384 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,297,656 | 6,094 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $856,133 | 4,796 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $696,582 | 3,810 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||