Position in BRK-B
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$233,462,406
+$7,502,633 QoQ
Shares Held
487,192
+8.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $244,030,504 across 6 Insurance - Diversified names. BRK-B ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
487,192 | $233,462,406 | |
| 2 | AIG |
American International Group, Inc.
|
68,395 | $5,146,723 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,728 | $2,262,127 | |
| 4 | SLF |
Sun Life Financial Inc
|
21,096 | $1,319,765 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
12,285 | $1,179,237 | |
| 6 | AEG |
Aegon Ltd.
|
90,943 | $660,246 |
All Filings in BRK-B
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,462,406 | 487,192 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $225,959,773 | 449,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,114,154 | 477,611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,122,157 | 436,672 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $211,887,485 | 397,851 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $190,596,987 | 420,484 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $238,453,341 | 518,084 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $214,609,780 | 527,556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $176,740,350 | 420,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $133,175,060 | 373,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $124,392,931 | 355,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $127,468,869 | 373,809 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $100,906,653 | 326,802 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $118,518,752 | 383,680 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $113,178,563 | 423,858 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $109,165,954 | 399,846 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $99,711,191 | 282,540 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $88,347,623 | 295,477 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $79,411,620 | 290,949 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $81,340,236 | 292,675 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $74,076,336 | 289,961 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $73,482,849 | 316,914 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $49,296,674 | 231,505 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||