Position in BRK-B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,407,273
-$1,163,698 QoQ
Shares Held
14,803
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,552
of 4,950 holders
Holding Since
Mar 2020
24 quarters on record
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $8,937,326 across 2 Insurance - Diversified names. BRK-B ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
14,803 | $7,407,273 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
15,764 | $1,530,053 |
All Filings in BRK-B
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,407,273 | 14,803 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,570,971 | 17,886 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,374,562 | 8,703 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $441,405 | 878 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,315,010 | 13,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,039,665 | 18,851 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $9,921,845 | 21,889 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,456,501 | 20,546 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,431,101 | 15,809 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $8,379,281 | 19,926 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,388,419 | 15,108 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,295,728 | 12,263 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,768,391 | 11,051 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,372,173 | 4,444 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,228,804 | 3,978 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,280,083 | 8,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,110,372 | 4,067 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,445,519 | 4,096 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,088,659 | 3,641 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $985,859 | 3,612 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $958,546 | 3,449 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $875,240 | 3,426 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $735,723 | 3,173 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $329,094 | 1,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||