Position in BRK-B
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$33,589,044
-$1,077,218 QoQ
Shares Held
70,094
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Caprock Group, LLC holds $43,429,899 across 6 Insurance - Diversified names. BRK-B ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
70,094 | $33,589,044 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
42,975 | $5,811,509 | |
| 3 | AIG |
American International Group, Inc.
|
38,322 | $2,883,730 | |
| 4 | AEG |
Aegon Ltd.
|
65,650 | $476,619 | |
| 5 | SLF |
Sun Life Financial Inc
|
6,821 | $426,721 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
12,678 | $242,276 |
All Filings in BRK-B
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,589,044 | 70,094 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,666,262 | 68,967 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,525,769 | 64,697 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $33,577,571 | 63,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,154,191 | 59,906 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $27,285,593 | 59,283 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,414,187 | 57,557 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,489,857 | 34,457 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,033,351 | 33,739 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,918,256 | 34,023 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $11,359,392 | 33,312 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,055,712 | 32,567 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $9,347,314 | 30,260 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $7,811,670 | 29,255 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,236,941 | 26,507 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,502,454 | 26,926 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $9,106,942 | 30,458 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,284,820 | 30,354 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $9,201,653 | 33,109 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,567,276 | 29,621 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,678,087 | 28,801 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,891,836 | 27,669 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,724,445 | 26,466 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,949,047 | 16,130 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||