Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,411,364
+$540,586 QoQ
Shares Held
54,780
+3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#790
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $29,038,681 across 7 Insurance - Diversified names. BRK-B ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
54,780 | $27,411,364 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
7,577 | $1,004,104 | |
| 3 | AIG |
American International Group, Inc.
|
3,630 | $270,543 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,925 | $186,840 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,817 | $142,489 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
890 | $21,671 | |
| 7 | XZO |
Exzeo Group, Inc.
|
99 | $1,670 |
All Filings in BRK-B
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41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,411,364 | 54,780 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $25,434,498 | 53,077 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BRK-A | $1,509,600 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $25,080,727 | 49,897 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BRK-A | $1,508,400 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,894,176 | 49,517 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $23,833,819 | 49,064 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $25,779,534 | 48,405 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $22,281,431 | 49,156 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,111,205 | 45,868 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $18,404,852 | 45,243 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,782,946 | 44,666 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $15,906,322 | 44,598 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $16,371,270 | 46,735 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $18,534,032 | 54,352 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,845,882 | 64,274 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $16,720 | 87,036 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 BRK-A | $289,000 | 0 | Shares | Sole | 2022-11-08 | |
| 2022-09-30 | $23,157,843 | 86,727 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 BRK-A | $289,000 | 0 | Shares | Sole | 2022-09-06 | |
| 2022-06-30 | $22,457,533 | 82,256 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 BRK-A | $289,000 | 0 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $20,918,387 | 59,274 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $17,192,799 | 57,501 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $14,948,923 | 54,770 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 BRK-A | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $13,620,303 | 49,008 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 BRK-A | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $12,131,248 | 47,486 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 BRK-A | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-12-31 | $10,068,027 | 43,421 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 BRK-A | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $9,485,625 | 44,546 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 BRK-A | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $7,673,252 | 42,985 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 BRK-A | $0 | 0 | Shares | Sole | 2020-05-12 | |
| 2020-03-31 | $5,709,232 | 31,227 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||