Position in BRK-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,109,643
-$13,996,621 QoQ
Shares Held
72,163
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#664
of 4,965 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $46,041,265 across 6 Insurance - Diversified names. BRK-B ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
72,163 | $36,109,643 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
39,079 | $5,178,749 | |
| 3 | AIG |
American International Group, Inc.
|
41,425 | $3,087,405 | |
| 4 | AEG |
Aegon Ltd.
|
75,890 | $640,511 | |
| 5 | SLF |
Sun Life Financial Inc
|
8,129 | $637,476 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
15,913 | $387,481 |
All Filings in BRK-B
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48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,109,643 | 72,163 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 BRK-A | $16,517,220 | 23 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $33,589,044 | 70,094 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BRK-A | $15,096,000 | 20 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $34,666,262 | 68,967 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 BRK-A | $10,558,800 | 14 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $32,525,769 | 64,697 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 BRK-A | $7,984,420 | 10 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $33,577,571 | 63,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $6,809,200 | 10 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $27,154,191 | 59,906 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 BRK-A | $6,220,620 | 9 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $27,285,593 | 59,283 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 BRK-A | $5,510,169 | 9 | Shares | Sole | 2024-08-06 | |
| 2024-06-30 | $23,414,187 | 57,557 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 BRK-A | $4,441,080 | 7 | Shares | Sole | 2024-04-29 | |
| 2024-03-31 | $14,489,857 | 34,457 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 BRK-A | $3,798,375 | 7 | Shares | Sole | 2024-01-18 | |
| 2023-12-31 | $12,033,351 | 33,739 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 BRK-A | $3,720,339 | 7 | Shares | Sole | 2023-10-18 | |
| 2023-09-30 | $11,918,256 | 34,023 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 BRK-A | $3,624,670 | 7 | Shares | Sole | 2023-08-10 | |
| 2023-06-30 | $11,359,392 | 33,312 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BRK-A | $3,259,200 | 7 | Shares | Sole | 2023-04-26 | |
| 2023-03-31 | $10,055,712 | 32,567 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 BRK-A | $3,280,977 | 7 | Shares | Sole | 2023-01-23 | |
| 2022-12-31 | $9,347,314 | 30,260 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 BRK-A | $1,625,880 | 4 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $7,811,670 | 29,255 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 BRK-A | $1,635,800 | 4 | Shares | Sole | 2022-07-26 | |
| 2022-06-30 | $7,236,941 | 26,507 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 BRK-A | $2,115,684 | 4 | Shares | Sole | 2022-04-12 | |
| 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 BRK-A | $2,056,895 | 5 | Shares | Sole | 2021-10-07 | |
| 2021-09-30 | $8,284,820 | 30,354 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 BRK-A | $2,093,005 | 5 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $9,201,653 | 33,109 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 BRK-A | $1,928,510 | 5 | Shares | Sole | 2021-04-29 | |
| 2021-03-31 | $7,567,276 | 29,621 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 BRK-A | $1,739,075 | 5 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $6,678,087 | 28,801 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 BRK-A | $1,600,005 | 5 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $5,891,836 | 27,669 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 BRK-A | $534,600 | 2 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $4,724,445 | 26,466 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 BRK-A | $544,000 | 2 | Shares | Sole | 2020-04-28 | |
| 2020-03-31 | $2,949,047 | 16,130 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||