Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,972,887
+$8,401,594 QoQ
Shares Held
231,765
+3.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#325
of 4,950 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vident Advisory, LLC holds $155,520,525 across 7 Insurance - Diversified names. BRK-B ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
231,765 | $115,972,887 | |
| 2 | AIG |
American International Group, Inc.
|
370,068 | $27,581,165 | |
| 3 | SLF |
Sun Life Financial Inc
|
55,640 | $4,363,288 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
26,755 | $2,596,839 | |
| 5 | AEG |
Aegon Ltd.
|
276,535 | $2,333,955 | |
| 6 | HIG |
Hartford Insurance Group, Inc.
|
16,810 | $2,227,659 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
16,994 | $444,732 |
All Filings in BRK-B
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,972,887 | 231,765 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $107,571,293 | 224,481 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $98,109,235 | 195,184 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $95,558,303 | 190,075 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $70,438,105 | 145,003 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $98,924,603 | 185,746 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $53,113,536 | 117,176 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,781,709 | 32,116 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,302,852 | 30,243 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,455,387 | 24,863 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,079,775 | 22,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,411,997 | 21,159 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||