Summit Financial, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1765536 PARSIPPANY, NJ

Position in BRK-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$85,409,567

+$5,628,518 QoQ

Shares Held

170,686

+2.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#395

of 4,965 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $92,863,027 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	170,686	$85,409,567
2	HIG	Hartford Insurance Group, Inc.	36,410	$4,825,053
3	ACGL	Arch Capital Group Ltd.	23,515	$2,282,365
4	AIG	American International Group, Inc.	4,643	$346,042

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,409,567	170,686	+2.5%	Shares	Sole	2026-08-12
2026-03-31	$79,781,049	166,488	+3.6%	Shares	Sole	2026-05-15
2025-12-31	$80,795,458	160,739	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$80,603,801	160,329	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$78,339,642	161,269	+9.0%	Shares	Sole	2025-08-13
2025-03-31	$78,781,363	147,924	+250.7%	Shares	Sole	2025-05-14
2024-12-31	$19,121,616	42,185	+24.7%	Shares	Sole	2025-02-12
2024-09-30	$15,568,754	33,826	+33.7%	Shares	Sole	2024-11-12
2024-06-30	$10,293,260	25,303	+39.0%	Shares	Sole	2024-07-31
2024-03-31	$7,654,725	18,203	+13.3%	Shares	Sole	2024-04-24
2023-12-31	$5,731,169	16,069	+3.2%	Shares	Sole	2024-02-06
2023-09-30	$5,454,871	15,572	+1.2%	Shares	Sole	2023-11-07
2023-06-30	$5,245,603	15,383	-10.9%	Shares	Sole	2023-08-11
2023-03-31	$5,330,914	17,265	+12.3%	Shares	Sole	2023-05-03
2022-12-31	$4,747,484	15,369	+2.8%	Shares	Sole	2023-02-07
2022-09-30	$3,993,017	14,954	+25.3%	Shares	Sole	2022-11-15
2022-06-30	$3,259,312	11,938	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$4,250,448	12,044	+9.7%	Shares	Sole	2022-05-10
2021-12-31	$3,281,824	10,976	+3.1%	Shares	Sole	2022-02-07
2021-09-30	$2,906,538	10,649	+253.1%	Shares	Sole	2021-11-08
2021-06-30	$838,206	3,016	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.