Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$71,343,599
-$4,741,894 QoQ
Shares Held
142,576
+12.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#429
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)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $77,535,134 across 5 Insurance - Diversified names. BRK-B ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
142,576 | $71,343,599 | |
| 2 | AIG |
American International Group, Inc.
|
32,999 | $2,459,412 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
13,311 | $1,763,968 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
17,193 | $1,668,749 | |
| 5 | SLF |
Sun Life Financial Inc
|
3,818 | $299,406 |
All Filings in BRK-B
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,343,599 | 142,576 | Shares | Other | 2026-07-20 | |
| 2026-03-31 BRK-A | $15,080,940 | 21 | Shares | Sole | 2026-04-15 | |
| 2026-03-31 | $61,004,553 | 127,305 | Shares | Other | 2026-04-15 | |
| 2025-12-31 BRK-A | $11,322,000 | 15 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $63,297,705 | 125,928 | Shares | Other | 2026-01-26 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $60,109,601 | 119,564 | Shares | Other | 2025-11-07 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-06-30 | $54,379,036 | 111,944 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-04-09 | |
| 2025-03-31 | $48,377,969 | 90,837 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 BRK-A | $2,042,760 | 3 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $37,408,745 | 82,529 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 BRK-A | $2,073,540 | 3 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $35,401,358 | 76,916 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 BRK-A | $1,836,723 | 3 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $31,380,552 | 77,140 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $1,903,320 | 3 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $31,070,540 | 73,886 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $20,919,178 | 58,653 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-11-07 | |
| 2023-09-30 | $23,053,943 | 65,812 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-01 | |
| 2023-06-30 | $22,672,749 | 66,489 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-04-24 | |
| 2023-03-31 | $20,560,994 | 66,590 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $19,654,380 | 63,627 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,566,011 | 28,335 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 BRK-A | $163,988,950 | 401 | Shares | Sole | 2022-08-08 | |
| 2022-06-30 | $6,931,158 | 25,387 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,116,136 | 14,497 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,836,314 | 9,486 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,510,229 | 9,197 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,628,567 | 9,458 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,466,307 | 9,654 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,225,024 | 9,596 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,965,436 | 9,230 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,637,829 | 9,175 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,583,307 | 8,660 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||