Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$38,271,959
+$2,419,662 QoQ
Shares Held
64,520
+2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#642
of 4,965 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $41,545,423 across 5 Insurance - Diversified names. BRK-B ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
64,520 | $38,271,959 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
13,167 | $1,744,890 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
7,467 | $724,747 | |
| 4 | AIG |
American International Group, Inc.
|
6,425 | $478,855 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,144 | $324,972 |
All Filings in BRK-B
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38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $5,990,800 | 8 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $32,281,159 | 64,512 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BRK-A | $5,745,120 | 8 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $30,107,177 | 62,828 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $33,766,016 | 67,176 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $22,313,109 | 44,383 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 BRK-A | $5,830,400 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $20,970,205 | 43,169 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $6,387,536 | 8 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $21,860,278 | 41,046 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 BRK-A | $9,532,880 | 14 | Shares | Sole | 2025-02-05 | |
| 2024-12-31 | $18,298,913 | 40,370 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 BRK-A | $9,676,520 | 14 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $16,400,444 | 35,633 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 BRK-A | $8,571,374 | 14 | Shares | Sole | 2024-08-02 | |
| 2024-06-30 | $11,229,714 | 27,605 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 BRK-A | $8,882,160 | 14 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $13,723,249 | 32,634 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 BRK-A | $7,596,750 | 14 | Shares | Sole | 2024-01-29 | |
| 2023-12-31 | $8,051,599 | 22,575 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 BRK-A | $6,909,201 | 13 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $7,022,814 | 20,048 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BRK-A | $6,731,530 | 13 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $5,644,573 | 16,553 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 BRK-A | $6,052,800 | 13 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $5,183,630 | 16,788 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 BRK-A | $6,093,243 | 13 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $4,998,619 | 16,182 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $5,284,110 | 13 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $4,064,578 | 15,222 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BRK-A | $5,316,350 | 13 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $3,474,452 | 12,726 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 BRK-A | $6,875,973 | 13 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $1,528,806 | 4,332 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 BRK-A | $9,914,564 | 22 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $1,021,085 | 3,415 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||