Strategic Investment Advisors / MI
Position in BRK-B — Berkshire Hathaway Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,592,286
-$269,794 QoQ
Shares Held
3,685
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,477
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, 2026Strategic Investment Advisors / MI holds $4,211,244 across 3 Insurance - Diversified names. BRK-B ranks #1 (61.6% of the industry book) .
All Filings in BRK-B
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,843,436 | 3,684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $2,143,940 | 4,474 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,316,713 | 4,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-12-17 | |
| 2025-09-30 | $2,302,549 | 4,580 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-15 | |
| 2025-06-30 | $2,261,745 | 4,656 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $2,474,366 | 4,646 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $2,105,938 | 4,646 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-21 | |
| 2024-09-30 | $2,152,636 | 4,677 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-06-30 | $1,851,346 | 4,551 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-23 | |
| 2024-03-31 | $2,154,744 | 5,124 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-10 | |
| 2023-12-31 | $2,070,767 | 5,806 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-25 | |
| 2023-09-30 | $2,800,298 | 7,994 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $1,271,248 | 3,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-04-27 | |
| 2023-03-31 | $912,724 | 2,956 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $735,182 | 2,380 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $395,189 | 1,480 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $540,306 | 1,979 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-04-28 | |
| 2022-03-31 | $829,691 | 2,351 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-01-26 | |
| 2021-12-31 | $484,978 | 1,622 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-10-19 | |
| 2021-09-30 | $366,012 | 1,341 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-07-22 | |
| 2021-06-30 | $365,464 | 1,315 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-04-14 | |
| 2021-03-31 | $273,352 | 1,070 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-01-13 | |
| 2020-12-31 | $226,073 | 975 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||