Systematic Alpha Investments, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1806755
PRINCETON, NJ
Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$673,524
+$28,521 QoQ
Shares Held
1,346
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,867
of 4,965 holders
Holding Since
Sep 2021
20 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, 2026Systematic Alpha Investments, LLC holds $20,341,887 across 2 Insurance - Diversified names. BRK-B ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
|
250,808 | $19,668,363 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
This page
|
1,346 | $673,524 |
All Filings in BRK-B
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,524 | 1,346 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $645,003 | 1,346 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $676,566 | 1,346 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $676,688 | 1,346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $653,846 | 1,346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $716,852 | 1,346 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $610,114 | 1,346 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $619,509 | 1,346 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $547,552 | 1,346 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $566,019 | 1,346 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $480,064 | 1,346 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $471,503 | 1,346 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $458,986 | 1,346 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $415,604 | 1,346 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $415,779 | 1,346 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $893,448 | 3,346 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $913,524 | 3,346 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $475,016 | 1,346 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $402,454 | 1,346 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $367,377 | 1,346 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||