Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,718,746
+$12,511,832 QoQ
Shares Held
114,871
+21.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#468
of 4,965 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, 2026Integrated Wealth Concepts LLC holds $74,144,274 across 9 Insurance - Diversified names. BRK-B ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
114,871 | $62,718,746 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
91,045 | $8,836,827 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
10,273 | $1,361,377 | |
| 4 | AIG |
American International Group, Inc.
|
10,032 | $747,684 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,719 | $370,063 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
3,752 | $91,361 | |
| 7 | AEG |
Aegon Ltd.
|
1,407 | $11,875 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
121 | $5,161 |
All Filings in BRK-B
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48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $5,241,950 | 7 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $57,476,796 | 114,864 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 BRK-A | $5,026,980 | 7 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $45,179,934 | 94,282 | Shares | Other | 2026-05-15 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $30,123,311 | 59,929 | Shares | Other | 2026-02-13 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $51,642,458 | 102,722 | Shares | Other | 2025-11-14 | |
| 2025-06-30 BRK-A | $5,830,400 | 8 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $48,582,829 | 100,012 | Shares | Other | 2025-08-14 | |
| 2025-03-31 BRK-A | $6,387,536 | 8 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $45,922,243 | 86,226 | Shares | Other | 2025-05-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $36,399,290 | 80,302 | Shares | Other | 2025-02-14 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $29,651,329 | 64,423 | Shares | Other | 2024-11-14 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $25,839,936 | 63,520 | Shares | Other | 2024-08-14 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $25,126,490 | 59,751 | Shares | Other | 2024-05-15 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $20,360,292 | 57,086 | Shares | Other | 2024-02-13 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-11-15 | |
| 2023-09-30 | $20,370,645 | 58,152 | Shares | Other | 2023-11-15 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Sole | 2023-08-15 | |
| 2023-06-30 | $19,262,067 | 56,487 | Shares | Other | 2023-08-15 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $15,319,006 | 49,613 | Shares | Other | 2023-05-03 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $8,312,499 | 26,910 | Shares | Other | 2023-02-13 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $6,650,667 | 24,907 | Shares | Other | 2022-11-14 | |
| 2022-06-30 BRK-A | $817,900 | 2 | Shares | Sole | 2022-08-08 | |
| 2022-06-30 | $7,377,000 | 27,020 | Shares | Other | 2022-08-08 | |
| 2022-03-31 BRK-A | $1,057,842 | 2 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $9,586,094 | 27,163 | Shares | Other | 2022-05-12 | |
| 2021-12-31 BRK-A | $901,324 | 2 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $7,547,059 | 25,241 | Shares | Other | 2022-02-15 | |
| 2021-09-30 BRK-A | $822,758 | 2 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $6,906,473 | 25,304 | Shares | Other | 2021-11-15 | |
| 2021-06-30 BRK-A | $837,202 | 2 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $6,087,281 | 21,903 | Shares | Other | 2021-08-13 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $4,979,621 | 19,492 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,244,148 | 18,304 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,739,439 | 17,561 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,830,633 | 15,857 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,131,797 | 11,660 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||