Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,871,237
+$446,485 QoQ
Shares Held
5,738
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,370
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Value Partners Investments Inc. holds $75,113,779 across 2 Insurance - Diversified names. BRK-B ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
|
921,226 | $72,242,542 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
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|
5,738 | $2,871,237 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,871,237 | 5,738 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,424,752 | 5,060 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,415,735 | 4,806 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,328,188 | 4,631 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,177,706 | 4,483 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,163,872 | 4,063 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,665,804 | 3,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,627,479 | 3,536 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $1,585,299 | 3,897 | Shares | Sole | 2025-02-21 | |
| 2024-03-31 | $1,471,820 | 3,500 | Shares | Sole | 2025-02-21 | |
| 2023-12-31 | $1,205,867 | 3,381 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $849,827 | 2,426 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $714,395 | 2,095 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $636,992 | 2,063 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $716,648 | 2,320 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $610,407 | 2,286 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $569,519 | 2,086 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $734,052 | 2,080 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,569,617 | 15,283 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,096,556 | 15,009 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,524,537 | 16,280 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,457,951 | 17,450 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,286,636 | 22,800 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,855,032 | 22,800 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,070,028 | 22,800 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,899,844 | 26,800 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||