CX Institutional

Position in BRK-B — Berkshire Hathaway Inc

CIK 1737089 AUBURN, IN

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$7,531,369

-$475,583 QoQ

Shares Held

15,051

-9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,540

of 4,965 holders

Holding Since

Mar 2020

25 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, 2026

CX Institutional holds $9,744,022 across 5 Insurance - Diversified names. BRK-B ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	15,051	$7,531,369
2	HIG	Hartford Insurance Group, Inc.	9,123	$1,208,979
3	AIG	American International Group, Inc.	6,246	$465,514
4	ACGL	Arch Capital Group Ltd.	4,588	$445,311
5	SLF	Sun Life Financial Inc	1,184	$92,849

All Filings in BRK-B

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,531,369	15,051	-9.9%	Shares	Sole	2026-07-02
2026-03-31	$8,006,952	16,709	-0.8%	Shares	Sole	2026-04-06
2025-12-31	$8,467,641	16,846	-18.9%	Shares	Sole	2026-02-02
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-23
2025-09-30	$10,446,937	20,780	+2.4%	Shares	Sole	2025-10-23
2025-06-30 BRK-A	$1,457,600	2	+100.0%	Shares	Sole	2025-07-16
2025-06-30	$9,859,673	20,297	-39.5%	Shares	Sole	2025-07-16
2024-12-31 BRK-A	$680,920	1	0.0%	Shares	Sole	2025-01-21
2024-12-31	$15,203,464	33,541	+14.1%	Shares	Sole	2025-01-21
2024-09-30 BRK-A	$691,180	1	0.0%	Shares	Sole	2024-10-11
2024-09-30	$13,530,263	29,397	+56.7%	Shares	Sole	2024-10-11
2024-06-30 BRK-A	$612,241	1	0.0%	Shares	Sole	2024-07-11
2024-06-30	$7,631,161	18,759	+18.4%	Shares	Sole	2024-07-11
2024-03-31 BRK-A	$634,440	1	-66.7%	Shares	Sole	2024-04-15
2024-03-31	$6,660,195	15,838	+1.0%	Shares	Sole	2024-04-15
2023-12-31	$5,594,925	15,687	-0.9%	Shares	Sole	2024-01-12
2023-09-30	$5,546,650	15,834	-19.6%	Shares	Sole	2023-10-18
2023-06-30 BRK-A	$1,553,430	3	0.0%	Shares	Sole	2023-07-26
2023-06-30	$6,717,359	19,699	-10.7%	Shares	Sole	2023-07-26
2023-03-31 BRK-A	$1,396,800	3	0.0%	Shares	Sole	2023-05-04
2023-03-31	$6,813,627	22,067	+4.7%	Shares	Sole	2023-05-04
2022-12-31 BRK-A	$1,406,133	3	0.0%	Shares	Sole	2023-02-03
2022-12-31	$6,507,596	21,067	+13.7%	Shares	Sole	2023-02-03
2022-09-30 BRK-A	$1,219,410	3	+50.0%	Shares	Sole	2022-11-04
2022-09-30	$4,947,079	18,527	-26.3%	Shares	Sole	2022-11-04
2022-06-30 BRK-A	$817,900	2	0.0%	Shares	Sole	2022-08-02
2022-06-30	$6,863,995	25,141	+98.4%	Shares	Sole	2022-08-02
2022-03-31 BRK-A	$1,057,842	2	0.0%	Shares	Sole	2022-05-09
2022-03-31	$4,472,075	12,672	+10.2%	Shares	Sole	2022-05-09
2021-12-31 BRK-A	$901,324	2	0.0%	Shares	Sole	2022-01-18
2021-12-31	$3,437,902	11,498	-2.7%	Shares	Sole	2022-01-18
2021-09-30 BRK-A	$822,758	2	0.0%	Shares	Sole	2021-11-10
2021-09-30	$3,226,969	11,823	-0.1%	Shares	Sole	2021-11-10
2021-06-30 BRK-A	$837,202	2	0.0%	Shares	Sole	2021-08-04
2021-06-30	$3,290,572	11,840	+0.5%	Shares	Sole	2021-08-04
2021-03-31 BRK-A	$771,404	2	0.0%	Shares	Sole	2021-04-15
2021-03-31	$3,008,670	11,777	+5.6%	Shares	Sole	2021-04-15
2020-12-31 BRK-A	$695,630	2	0.0%	Shares	Sole	2021-01-12
2020-12-31	$2,586,277	11,154	+888.8%	Shares	Sole	2021-01-12
2020-09-30	$240,196	1,128	-86.1%	Shares	Sole	2020-10-13
2020-06-30 BRK-A	$534,600	2	0.0%	Shares	Sole	2020-08-06
2020-06-30	$1,444,145	8,090	+5.1%	Shares	Sole	2020-08-06
2020-03-31 BRK-A	$544,000	2	—	Shares	Sole	2020-04-29
2020-03-31	$1,407,608	7,699	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.