Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$353,083,849
+$18,673,662 QoQ
Shares Held
668,229
+7.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#152
of 4,965 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $417,744,896 across 8 Insurance - Diversified names. BRK-B ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
668,229 | $353,083,849 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
446,491 | $59,168,987 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
27,978 | $2,715,544 | |
| 4 | AIG |
American International Group, Inc.
|
34,241 | $2,551,981 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,685 | $210,557 | |
| 6 | IGIC |
International General Insurance Holdings Ltd.
|
400 | $10,468 | |
| 7 | AEG |
Aegon Ltd.
|
411 | $3,468 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in BRK-B
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $18,721,250 | 25 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $334,362,599 | 668,204 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 BRK-A | $20,379,600 | 27 | Shares | Sole | 2026-02-18 | |
| 2025-12-31 | $314,030,587 | 624,750 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 BRK-A | $13,575,600 | 18 | Shares | Sole | 2025-11-17 | |
| 2025-09-30 | $158,657,705 | 315,586 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 BRK-A | $12,389,600 | 17 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $159,256,294 | 327,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $11,976,630 | 15 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $180,199,508 | 338,352 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $10,213,800 | 15 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $116,667,926 | 257,386 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 BRK-A | $9,676,520 | 14 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $111,421,581 | 242,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $8,571,374 | 14 | Shares | Sole | 2024-08-16 | |
| 2024-06-30 | $81,986,065 | 201,539 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 BRK-A | $6,978,840 | 11 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $70,102,786 | 166,705 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 BRK-A | $5,968,875 | 11 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $59,026,160 | 165,497 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 BRK-A | $5,314,770 | 10 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $53,574,882 | 152,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BRK-A | $6,731,530 | 13 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $46,822,710 | 137,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $5,587,200 | 12 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $40,271,944 | 130,427 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $4,218,399 | 9 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $38,981,017 | 126,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $3,658,230 | 9 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $30,662,440 | 114,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BRK-A | $4,089,500 | 10 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $30,918,149 | 113,245 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $34,376,257 | 97,408 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 BRK-A | $3,605,296 | 8 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $26,301,834 | 87,966 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 BRK-A | $1,234,137 | 3 | Shares | Sole | 2021-10-29 | |
| 2021-09-30 | $14,115,364 | 51,716 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-07-22 | |
| 2021-06-30 | $13,785,943 | 49,604 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-04-26 | |
| 2021-03-31 | $11,783,298 | 46,124 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-01-27 | |
| 2020-12-31 | $10,471,944 | 45,163 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $13,677,775 | 64,233 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-07-29 | |
| 2020-06-30 | $11,268,979 | 63,128 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-04 | |
| 2020-03-31 | $8,982,803 | 49,132 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||