Position in BRK-B
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$237,317,463
-$15,534,723 QoQ
Shares Held
474,265
-2.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#195
of 4,965 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $248,315,828 across 6 Insurance - Diversified names. BRK-B ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
474,265 | $237,317,463 | |
| 2 | AIG |
American International Group, Inc.
|
65,039 | $4,847,356 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,565 | $2,195,193 | |
| 4 | SLF |
Sun Life Financial Inc
|
21,075 | $1,652,701 | |
| 5 | AEG |
Aegon Ltd.
|
141,781 | $1,196,631 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
11,400 | $1,106,484 |
All Filings in BRK-B
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47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,317,463 | 474,265 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 BRK-A | $19,389,780 | 27 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $233,462,406 | 487,192 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 BRK-A | $20,379,600 | 27 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $225,959,773 | 449,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BRK-A | $18,855,000 | 25 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $240,114,154 | 477,611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $916,830,400 | 1,258 | Shares | Sole | 2025-08-15 | |
| 2025-06-30 | $212,122,157 | 436,672 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 BRK-A | $3,636,903,310 | 4,555 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $211,887,485 | 397,851 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 BRK-A | $13,618,400 | 20 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $190,596,987 | 420,484 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BRK-A | $14,514,780 | 21 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $238,453,341 | 518,084 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BRK-A | $14,081,543 | 23 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $214,609,780 | 527,556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BRK-A | $14,592,120 | 23 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $176,740,350 | 420,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $12,480,375 | 23 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $133,175,060 | 373,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $12,223,971 | 23 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $124,392,931 | 355,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BRK-A | $11,909,630 | 23 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $127,468,869 | 373,809 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 BRK-A | $11,174,400 | 24 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $100,906,653 | 326,802 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $11,249,064 | 24 | Shares | Sole | 2023-01-31 | |
| 2022-12-31 | $118,518,752 | 383,680 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 BRK-A | $9,348,810 | 23 | Shares | Sole | 2022-11-01 | |
| 2022-09-30 | $113,178,563 | 423,858 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 BRK-A | $9,405,850 | 23 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $109,165,954 | 399,846 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 BRK-A | $12,694,104 | 24 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $99,711,191 | 282,540 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 BRK-A | $9,013,240 | 20 | Shares | Sole | 2022-07-25 | |
| 2021-12-31 | $88,347,623 | 295,477 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 BRK-A | $10,284,475 | 25 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $79,411,620 | 290,949 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 BRK-A | $10,883,626 | 26 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $81,340,236 | 292,675 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 BRK-A | $10,413,954 | 27 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $74,076,336 | 289,961 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 BRK-A | $9,391,005 | 27 | Shares | Sole | 2022-07-28 | |
| 2020-12-31 | $73,482,849 | 316,914 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 BRK-A | $6,080,000,000 | 0 | Shares | Sole | 2022-07-29 | |
| 2020-09-30 | $49,296,674 | 231,505 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||