Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,481,213
+$639,078 QoQ
Shares Held
6,957
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,199
of 4,966 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026SHP Wealth Management holds $4,068,881 across 7 Insurance - Diversified names. BRK-B ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
6,957 | $3,481,213 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,181 | $554,066 | |
| 3 | AIG |
American International Group, Inc.
|
342 | $25,489 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
47 | $4,561 | |
| 5 | AEG |
Aegon Ltd.
|
276 | $2,329 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
15 | $639 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
24 | $584 |
All Filings in BRK-B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,481,213 | 6,957 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,842,135 | 5,931 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,110,398 | 6,188 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||