Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$133,294,075
+$19,992,063 QoQ
Shares Held
203,568
+8.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#288
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$2,702,106
CallShares
5,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $144,392,677 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.3% of the industry book) .
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $31,451,700 | 42 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,702,106 | 5,400 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $101,842,375 | 203,526 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BRK-A | $22,980,480 | 32 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $90,321,532 | 188,484 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,300,160 | 4,800 | Call | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $21,889,200 | 29 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,412,720 | 4,800 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $91,481,797 | 181,999 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $18,855,000 | 25 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $93,669,008 | 186,317 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,809,864 | 3,600 | Call | Sole | 2026-01-22 | |
| 2025-06-30 BRK-A | $18,220,000 | 25 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $87,470,175 | 180,065 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,748,772 | 3,600 | Call | Sole | 2026-01-22 | |
| 2025-03-31 BRK-A | $31,139,238 | 39 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $2,716,158 | 5,100 | Call | Sole | 2025-05-13 | |
| 2025-03-31 | $113,484,276 | 213,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $15,661,160 | 23 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $99,658,140 | 219,860 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,402,384 | 5,300 | Call | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $53,912,040 | 78 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $2,439,378 | 5,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $151,423,698 | 328,996 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 BRK-A | $48,979,280 | 80 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $2,156,040 | 5,300 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $135,770,312 | 333,752 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BRK-A | $11,419,920 | 18 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $112,918,029 | 268,520 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 BRK-A | $29,844,375 | 55 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $84,501,313 | 236,924 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,104,294 | 5,900 | Call | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $31,888,620 | 60 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $2,066,770 | 5,900 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $82,316,296 | 234,988 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 BRK-A | $10,356,200 | 20 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $78,806,805 | 231,105 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $924,110,000 | 2,710,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $25,560,598 | 82,782 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $5,155,821 | 11 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $24,758,952 | 80,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $2,845,290 | 7 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $22,344,767 | 83,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $24,240,080 | 88,785 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,884,271 | 81,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $28,387,658 | 94,942 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||