Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$46,147,064
+$1,688,932 QoQ
Shares Held
83,249
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#579
of 4,965 holders
Holding Since
Jun 2020
22 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, 2026Summit Trail Advisors, LLC holds $53,272,900 across 6 Insurance - Diversified names. BRK-B ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
83,249 | $46,147,064 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
30,381 | $2,948,779 | |
| 3 | AIG |
American International Group, Inc.
|
31,729 | $2,364,762 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,980 | $1,322,549 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,350 | $341,127 | |
| 6 | AEG |
Aegon Ltd.
|
17,609 | $148,619 |
All Filings in BRK-B
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44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $4,493,100 | 6 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $41,653,964 | 83,243 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BRK-A | $4,308,840 | 6 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $40,149,292 | 83,784 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $36,710,037 | 73,033 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $37,916,148 | 75,419 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $6,559,200 | 9 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $34,997,785 | 72,046 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 BRK-A | $4,838,260 | 7 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $17,427,744 | 37,865 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 BRK-A | $4,285,687 | 7 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $13,751,060 | 33,803 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $4,441,080 | 7 | Shares | Sole | 2024-04-23 | |
| 2024-03-31 | $12,582,378 | 29,921 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 BRK-A | $2,713,125 | 5 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $10,261,108 | 28,770 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-30 | |
| 2023-09-30 | $10,509,700 | 30,002 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-25 | |
| 2023-06-30 | $10,377,312 | 30,432 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $7,491,686 | 24,263 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $6,282,099 | 20,337 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $5,577,780 | 20,889 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 BRK-A | $817,900 | 2 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $5,337,541 | 19,550 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $4,265,270 | 12,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $3,111,095 | 10,405 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-16 | |
| 2021-09-30 | $3,133,897 | 11,482 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $3,023,491 | 10,879 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $2,471,734 | 10,660 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $2,735,427 | 12,846 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $1,928,979 | 10,806 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||