Global Retirement Partners, LLC
PensionPosition in BRK-B — Berkshire Hathaway Inc
CIK 1749744
San Rafael, CA
Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,477,857
-$2,338,794 QoQ
Shares Held
50,916
-8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#818
of 4,965 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $27,864,502 across 8 Insurance - Diversified names. BRK-B ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
50,916 | $25,477,857 | |
| 2 | AIG |
American International Group, Inc.
|
14,148 | $1,054,450 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,612 | $743,702 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,698 | $358,927 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,411 | $189,070 | |
| 6 | AEG |
Aegon Ltd.
|
3,625 | $30,595 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
215 | $9,171 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $730 |
All Filings in BRK-B
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,477,857 | 50,916 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $27,816,651 | 55,340 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,822,837 | 47,386 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $24,235,551 | 49,891 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $15,871,599 | 35,015 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,358,415 | 33,369 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,541,558 | 33,288 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $12,528,972 | 29,794 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,508,630 | 29,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,177,860 | 26,200 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,735,738 | 25,618 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,416,037 | 24,018 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,748,538 | 21,847 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,324,645 | 19,941 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,591,377 | 16,817 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,196,952 | 14,726 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,505,862 | 9,181 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,226,417 | 8,011 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,888,689 | 7,393 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,742,271 | 7,514 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,736,951 | 8,157 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,554,108 | 8,706 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,352,393 | 7,397 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||