Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$67,767,915
+$1,701,217 QoQ
Shares Held
126,457
-1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#444
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, 2026Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
126,457 | $67,767,915 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
10,899 | $1,444,335 | |
| 3 | SLF |
Sun Life Financial Inc
|
13,164 | $1,032,320 | |
| 4 | AIG |
American International Group, Inc.
|
12,618 | $940,419 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
6,852 | $665,054 | |
| 6 | AEG |
Aegon Ltd.
|
20,524 | $173,221 |
All Filings in BRK-B
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $4,493,100 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $63,274,815 | 126,451 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 BRK-A | $4,308,840 | 6 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $61,757,858 | 128,877 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 BRK-A | $4,528,800 | 6 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $63,825,491 | 126,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 BRK-A | $5,279,400 | 7 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $62,970,194 | 125,254 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BRK-A | $5,101,600 | 7 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $58,865,122 | 121,179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $5,589,094 | 7 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $51,693,812 | 97,063 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 BRK-A | $4,766,440 | 7 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $42,215,325 | 93,133 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 BRK-A | $5,529,440 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $36,867,285 | 80,101 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BRK-A | $6,122,410 | 10 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $33,425,535 | 82,167 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BRK-A | $3,806,640 | 6 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $32,462,881 | 77,197 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 BRK-A | $3,798,375 | 7 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $26,148,527 | 73,315 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 BRK-A | $3,720,339 | 7 | Shares | Sole | 2023-10-24 | |
| 2023-09-30 | $24,731,879 | 70,602 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 BRK-A | $3,624,670 | 7 | Shares | Sole | 2023-07-28 | |
| 2023-06-30 | $27,375,139 | 80,279 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 BRK-A | $2,793,600 | 6 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $25,295,672 | 81,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $25,225,391 | 81,662 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,843,036 | 81,803 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-04 | |
| 2022-06-30 | $22,737,651 | 83,282 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-06 | |
| 2022-03-31 | $27,261,238 | 77,247 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $22,563,736 | 75,464 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-01 | |
| 2021-09-30 | $19,234,354 | 70,471 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,618,416 | 66,992 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $17,049,300 | 66,737 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $14,666,241 | 63,252 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-04 | |
| 2020-09-30 | $13,151,174 | 61,760 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $12,109,404 | 67,836 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $11,257,208 | 61,572 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||