Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,393,939
+$13,149,068 QoQ
Shares Held
26,767
+5138.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,145
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $13,594,628 across 7 Insurance - Diversified names. BRK-B ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
26,767 | $13,393,939 | |
| 2 | AIG |
American International Group, Inc.
|
1,328 | $98,975 | |
| 3 | SLF |
Sun Life Financial Inc
|
1,182 | $92,692 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
75 | $7,279 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
8 | $1,060 | |
| 6 | AEG |
Aegon Ltd.
|
76 | $641 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,393,939 | 26,767 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,871 | 511 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,184,236 | 24,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,363,884 | 24,593 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,547,238 | 23,771 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,869,262 | 24,164 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,897,304 | 24,041 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,235,406 | 24,411 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,717,231 | 23,887 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,954,549 | 23,672 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,394,781 | 26,341 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,894,467 | 25,391 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,837,697 | 25,917 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,447,117 | 20,880 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $6,552,077 | 21,211 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,037,322 | 22,610 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,008,078 | 22,006 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,914,153 | 25,259 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,258,070 | 20,930 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,716,182 | 20,943 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,679,851 | 20,437 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,604,591 | 18,024 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,234,178 | 18,261 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,839,521 | 18,031 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,291,367 | 18,438 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,275,033 | 17,913 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||