IEQ CAPITAL, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1779789 Foster City, CA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$156,425,608

-$6,024,123 QoQ

Shares Held

272,228

-10.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#259

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $166,991,502 across 5 Insurance - Diversified names. BRK-B ranks #1 (93.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	272,228	$156,425,608
2	AIG	American International Group, Inc.	65,907	$4,912,048
3	PLGO	Pelagos Insurance Capital Ltd	95,814	$2,333,070
4	SLF	Sun Life Financial Inc	24,466	$1,918,622
5	AEG	Aegon Ltd.	166,132	$1,402,154

All Filings in BRK-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$20,218,950	27	+12.5%	Shares	Sole	2026-08-11
2026-06-30	$136,206,658	272,201	-10.2%	Shares	Sole	2026-08-11
2026-03-31 BRK-A	$17,235,360	24	-36.8%	Shares	Sole	2026-05-15
2026-03-31	$145,214,371	303,035	+4.5%	Shares	Sole	2026-05-15
2025-12-31 BRK-A	$28,682,400	38	+5.6%	Shares	Sole	2026-02-13
2025-12-31	$145,793,129	290,049	+7.5%	Shares	Sole	2026-02-13
2025-09-30 BRK-A	$27,151,200	36	0.0%	Shares	Sole	2025-11-14
2025-09-30	$135,632,716	269,787	+37.4%	Shares	Other	2025-11-14
2025-06-30 BRK-A	$26,236,800	36	0.0%	Shares	Sole	2025-08-14
2025-06-30	$95,353,249	196,293	+6.4%	Shares	Sole	2025-08-14
2025-03-31 BRK-A	$28,743,912	36	0.0%	Shares	Sole	2025-05-14
2025-03-31	$98,209,348	184,403	+13.1%	Shares	Other	2025-05-14
2024-12-31 BRK-A	$24,513,120	36	0.0%	Shares	Sole	2025-02-03
2024-12-31	$73,926,794	163,093	+7.4%	Shares	Other	2025-02-03
2024-09-30 BRK-A	$24,882,480	36	-5.3%	Shares	Sole	2024-11-14
2024-09-30	$69,874,831	151,816	+9.7%	Shares	Other	2024-11-14
2024-06-30 BRK-A	$23,265,158	38	-5.0%	Shares	Sole	2024-08-12
2024-06-30	$56,297,458	138,391	+3.0%	Shares	Other	2024-08-12
2024-03-31 BRK-A	$25,377,600	40	0.0%	Shares	Sole	2024-05-09
2024-03-31	$56,500,645	134,359	+7.0%	Shares	Other	2024-05-09
2023-12-31 BRK-A	$21,705,000	40	0.0%	Shares	Sole	2024-02-07
2023-12-31	$44,782,942	125,562	+3.6%	Shares	Other	2024-02-07
2023-09-30 BRK-A	$21,259,080	40	+17.6%	Shares	Sole	2023-11-06
2023-09-30	$42,445,850	121,170	+2.7%	Shares	Sole	2023-11-06
2023-06-30 BRK-A	$17,605,540	34	+9.7%	Shares	Sole	2023-08-08
2023-06-30	$40,240,387	118,007	+3.1%	Shares	Other	2023-08-08
2023-03-31 BRK-A	$14,433,600	31	0.0%	Shares	Sole	2023-05-02
2023-03-31	$35,356,635	114,508	+5.7%	Shares	Sole	2023-05-02
2022-12-31 BRK-A	$14,530,041	31	0.0%	Shares	Sole	2023-02-06
2022-12-31	$33,477,654	108,377	+10.8%	Shares	Other	2023-02-06
2022-09-30 BRK-A	$12,600,570	31	0.0%	Shares	Sole	2022-11-04
2022-09-30	$26,107,078	97,772	+3.4%	Shares	Sole	2022-11-04
2022-06-30 BRK-A	$12,677,450	31	+3.3%	Shares	Sole	2022-07-27
2022-06-30	$25,810,491	94,537	-0.9%	Shares	Sole	2022-07-27
2022-03-31 BRK-A	$15,867,630	30	0.0%	Shares	Sole	2022-04-26
2022-03-31	$33,667,261	95,399	+11.9%	Shares	Other	2022-04-26
2021-12-31 BRK-A	$13,519,860	30	+3.4%	Shares	Sole	2022-01-31
2021-12-31	$25,480,182	85,218	+5.8%	Shares	Other	2022-01-31
2021-09-30 BRK-A	$11,929,991	29	+7.4%	Shares	Sole	2021-11-09
2021-09-30	$21,987,773	80,559	+5.8%	Shares	Other	2021-11-09
2021-06-30 BRK-A	$11,302,227	27	0.0%	Shares	Sole	2021-07-29
2021-06-30	$21,161,939	76,144	+2.3%	Shares	Other	2021-07-29
2021-03-31 BRK-A	$10,413,954	27	-3.6%	Shares	Sole	2021-05-04
2021-03-31	$19,018,208	74,444	+18.5%	Shares	Sole	2021-05-04
2020-12-31	$14,571,870	62,845	+17.1%	Shares	Other	2021-02-03
2020-09-30 BRK-A	$8,960,028	28	+3.7%	Shares	Sole	2020-11-03
2020-09-30	$11,428,063	53,668	+1.6%	Shares	Sole	2020-11-03
2020-06-30 BRK-A	$7,217,100	27	—	Shares	Sole	2020-07-31
2020-06-30	$9,430,504	52,829	-32.9%	Shares	Other	2020-07-31
2020-03-31	$14,387,805	78,695	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.