Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,806,716
+$1,200,728 QoQ
Shares Held
41,581
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#912
of 4,965 holders
Holding Since
Mar 2024
10 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, 2026Vest Financial, LLC holds $82,802,487 across 2 Insurance - Diversified names. BRK-B ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
|
467,822 | $61,995,771 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
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|
41,581 | $20,806,716 |
All Filings in BRK-B
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,806,716 | 41,581 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,605,988 | 40,914 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,761,603 | 9,473 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,776,483 | 31,381 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,529,465 | 25,793 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,930,486 | 18,646 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,755,813 | 10,492 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,892,879 | 8,458 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,143,921 | 2,812 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,216,143 | 2,892 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||