Position in BRK-B
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$27,806,672
+$2,158,930 QoQ
Shares Held
55,570
+3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#781
of 4,965 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $51,086,362 across 6 Insurance - Diversified names. BRK-B ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
55,570 | $27,806,672 | |
| 2 | AIG |
American International Group, Inc.
|
111,277 | $8,293,474 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
53,594 | $7,102,276 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
36,978 | $3,589,084 | |
| 5 | SLF |
Sun Life Financial Inc
|
27,788 | $2,179,134 | |
| 6 | AEG |
Aegon Ltd.
|
250,678 | $2,115,722 |
All Filings in BRK-B
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,806,672 | 55,570 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $25,647,742 | 53,522 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,019,677 | 51,765 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,217,538 | 46,182 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $19,961,746 | 41,093 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 BRK-A | $4,790,652 | 6 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $22,703,885 | 42,630 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,907,019 | 32,887 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,510,062 | 16,317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,292,618 | 20,385 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,861,624 | 16,317 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,105,944 | 14,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,130,387 | 11,791 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,381,544 | 6,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,551,569 | 5,025 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,421,866 | 4,603 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $939,643 | 3,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $826,977 | 3,029 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $908,037 | 2,573 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,124 | 1,676 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $336,535 | 1,233 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||