Pinnacle Wealth Planning Services, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 1726752
MANSFIELD, OH
Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,180,037
+$404,809 QoQ
Shares Held
10,352
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,836
of 4,950 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,177,391 across 7 Insurance - Diversified names. BRK-B ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
10,352 | $5,180,037 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,419 | $331,848 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,214 | $293,399 | |
| 4 | AIG |
American International Group, Inc.
|
2,533 | $188,784 | |
| 5 | SLF |
Sun Life Financial Inc
|
1,708 | $133,941 | |
| 6 | AEG |
Aegon Ltd.
|
5,776 | $48,749 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 |
All Filings in BRK-B
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,180,037 | 10,352 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,775,228 | 9,965 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,061,182 | 10,069 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,023,378 | 9,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,454,510 | 9,170 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,228,870 | 9,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,002,462 | 8,830 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $4,910,974 | 10,670 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,982,165 | 9,789 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,123,619 | 9,806 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,499,191 | 9,811 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,429,787 | 9,791 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,338,049 | 9,789 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,042,927 | 9,855 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,947,522 | 9,542 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,643,497 | 9,900 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,344,695 | 8,588 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,436,990 | 9,739 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,580,669 | 8,631 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,171,510 | 7,956 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,179,170 | 7,841 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,990,111 | 7,790 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,700,070 | 7,332 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,504,420 | 7,065 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,031,966 | 5,781 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,263,354 | 6,910 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||