Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,862,303
-$4,335,669 QoQ
Shares Held
27,703
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,121
of 4,965 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $14,630,278 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
27,703 | $13,862,303 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,686 | $223,428 | |
| 3 | SLF |
Sun Life Financial Inc
|
2,562 | $200,911 | |
| 4 | AEG |
Aegon Ltd.
|
19,437 | $164,048 | |
| 5 | AIG |
American International Group, Inc.
|
1,429 | $106,503 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
753 | $73,085 |
All Filings in BRK-B
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,862,303 | 27,703 | Shares | Other | 2026-07-21 | |
| 2026-03-31 BRK-A | $4,308,840 | 6 | Shares | Sole | 2026-04-20 | |
| 2026-03-31 | $13,889,132 | 28,984 | Shares | Other | 2026-04-20 | |
| 2025-12-31 BRK-A | $4,528,800 | 6 | Shares | Sole | 2026-01-16 | |
| 2025-12-31 | $14,971,429 | 29,785 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 BRK-A | $4,525,200 | 6 | Shares | Sole | 2025-10-16 | |
| 2025-09-30 | $15,222,966 | 30,280 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 BRK-A | $1,457,600 | 2 | Shares | Other | 2025-07-24 | |
| 2025-06-30 | $11,552,581 | 23,782 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BRK-A | $1,596,884 | 2 | Shares | Other | 2025-04-21 | |
| 2025-03-31 | $13,282,543 | 24,940 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-12-31 | $11,340,610 | 25,019 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 BRK-A | $1,382,360 | 2 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $15,336,322 | 33,321 | Shares | Other | 2024-10-17 | |
| 2024-06-30 BRK-A | $1,224,482 | 2 | Shares | Other | 2024-07-18 | |
| 2024-06-30 | $10,227,357 | 25,141 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Other | 2024-05-01 | |
| 2024-03-31 | $9,655,558 | 22,961 | Shares | Other | 2024-05-01 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-01-18 | |
| 2023-12-31 | $8,298,763 | 23,268 | Shares | Other | 2024-01-18 | |
| 2023-09-30 BRK-A | $1,062,954 | 2 | Shares | Other | 2023-10-11 | |
| 2023-09-30 | $8,205,076 | 23,423 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 BRK-A | $932 | 2 | Shares | Other | 2023-07-14 | |
| 2023-06-30 | $7,497 | 24,278 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Other | 2023-04-17 | |
| 2023-03-31 | $7,059,716 | 22,864 | Shares | Other | 2023-04-17 | |
| 2022-12-31 BRK-A | $813 | 2 | Shares | Sole | 2023-01-17 | |
| 2022-12-31 | $6,119 | 22,919 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2022-10-21 | |
| 2022-09-30 | $5,825,040 | 21,815 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 BRK-A | $817,900 | 2 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $5,744,067 | 21,039 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||