Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$748,850
+$30,710 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,754
of 4,950 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $904,643 across 6 Insurance - Diversified names. BRK-B ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
1 | $748,850 | |
| 2 | AIG |
American International Group, Inc.
|
738 | $55,003 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
390 | $51,682 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
358 | $34,747 | |
| 5 | AEG |
Aegon Ltd.
|
1,042 | $8,794 | |
| 6 | SLF |
Sun Life Financial Inc
|
71 | $5,567 |
All Filings in BRK-B
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-16 | |
| 2021-12-31 | $218,270 | 730 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,591 | 1,497 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||