Steward Partners Investment Advisory, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1723397
STAMFORD, CT
Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$116,995,082
-$25,875,812 QoQ
Shares Held
220,348
-22.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#325
of 4,966 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, 2026Steward Partners Investment Advisory, LLC holds $122,251,912 across 7 Insurance - Diversified names. BRK-B ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
220,348 | $116,995,082 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
22,161 | $2,936,775 | |
| 3 | AIG |
American International Group, Inc.
|
13,932 | $1,038,351 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,700 | $650,302 | |
| 5 | SLF |
Sun Life Financial Inc
|
7,938 | $622,497 | |
| 6 | AEG |
Aegon Ltd.
|
752 | $6,346 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
60 | $2,559 |
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 | $6,739,650 | 9 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $110,255,432 | 220,339 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $6,463,260 | 9 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $136,407,634 | 284,657 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BRK-A | $6,793,200 | 9 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $136,646,407 | 271,852 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 BRK-A | $6,787,800 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $120,790,826 | 240,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BRK-A | $6,559,200 | 9 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $87,957,888 | 181,069 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BRK-A | $6,387,536 | 8 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $95,868,660 | 180,008 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $4,766,440 | 7 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $83,918,899 | 185,137 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BRK-A | $4,838,260 | 7 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $84,866,881 | 184,389 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $5,510,169 | 9 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $63,834,242 | 156,918 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 BRK-A | $5,709,960 | 9 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $62,818,118 | 149,382 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $5,426,250 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $42,522,431 | 119,224 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 BRK-A | $4,251,816 | 8 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $40,242,814 | 114,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BRK-A | $4,142,480 | 8 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $37,250,499 | 109,239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $3,724,800 | 8 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $32,870,419 | 106,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BRK-A | $3,749,688 | 8 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $32,434,808 | 105,001 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 BRK-A | $3,251,760 | 8 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $26,288,386 | 98,451 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 BRK-A | $3,271,600 | 8 | Shares | Sole | 2022-08-04 | |
| 2022-06-30 | $23,926,107 | 87,635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 BRK-A | $4,231,368 | 8 | Shares | Sole | 2022-05-02 | |
| 2022-03-31 | $30,145,925 | 85,421 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 BRK-A | $3,605,296 | 8 | Shares | Sole | 2022-02-08 | |
| 2021-12-31 | $25,258,324 | 84,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 BRK-A | $2,879,653 | 7 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $23,047,872 | 84,443 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 BRK-A | $2,930,207 | 7 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $23,304,981 | 83,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 BRK-A | $3,085,616 | 8 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $25,151,021 | 98,450 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 BRK-A | $2,434,705 | 7 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $19,676,024 | 84,858 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 BRK-A | $2,240,007 | 7 | Shares | Sole | 2020-10-30 | |
| 2020-09-30 | $19,099,653 | 89,695 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 BRK-A | $1,871,100 | 7 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $14,924,328 | 83,605 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||