Position in BRK-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,501,743
-$3,754,213 QoQ
Shares Held
24,984
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,188
of 4,965 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $15,128,938 across 6 Insurance - Diversified names. BRK-B ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
24,984 | $12,501,743 | |
| 2 | AEG |
Aegon Ltd.
|
93,003 | $784,945 | |
| 3 | AIG |
American International Group, Inc.
|
8,103 | $603,916 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
4,359 | $577,654 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,619 | $362,221 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
3,075 | $298,459 |
All Filings in BRK-B
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,501,743 | 24,984 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 BRK-A | $3,590,700 | 5 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $12,665,256 | 26,430 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $15,876,702 | 31,586 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-10-03 | |
| 2025-09-30 | $13,892,214 | 27,633 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-07-09 | |
| 2025-06-30 | $9,547,323 | 19,654 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-04-28 | |
| 2025-03-31 | $10,201,037 | 19,154 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,576,575 | 16,715 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,246,793 | 15,745 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,834,325 | 14,342 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 BRK-A | $3,806,640 | 6 | Shares | Sole | 2024-04-25 | |
| 2024-03-31 | $5,947,834 | 14,144 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,822,117 | 16,324 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,296,367 | 29,393 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $10,003,235 | 29,335 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 BRK-A | $2,793,600 | 6 | Shares | Sole | 2023-05-02 | |
| 2023-03-31 | $8,962,666 | 29,027 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 BRK-A | $2,812,266 | 6 | Shares | Sole | 2023-01-24 | |
| 2022-12-31 | $8,250,101 | 26,708 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,373,253 | 16,378 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,453,357 | 8,986 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,509,000 | 1,591,271 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,132,612 | 3,788 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $731,752 | 2,681 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $719,256 | 2,588 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $660,645 | 2,586 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $591,268 | 2,550 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||