Position in BRK-B
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,582,350
+$1,015,095 QoQ
Shares Held
11,156
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,772
of 4,965 holders
Holding Since
Dec 2021
17 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, 2026CoreCap Advisors, LLC holds $5,858,925 across 7 Insurance - Diversified names. BRK-B ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
11,156 | $5,582,350 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
909 | $120,460 | |
| 3 | SLF |
Sun Life Financial Inc
|
1,368 | $107,278 | |
| 4 | AIG |
American International Group, Inc.
|
496 | $36,966 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
118 | $11,453 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
11 | $267 | |
| 7 | AEG |
Aegon Ltd.
|
18 | $151 |
All Filings in BRK-B
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,582,350 | 11,156 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,567,255 | 9,531 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,546,971 | 9,046 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,515,560 | 10,971 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,694,967 | 9,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,115,963 | 9,606 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,851,066 | 8,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,491,072 | 7,585 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $2,716,138 | 6,459 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,766,893 | 4,954 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,510,493 | 4,312 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,511,994 | 4,434 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $2,370,189 | 7,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,062,729 | 7,725 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $2,006,423 | 7,349 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,137,928 | 6,058 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,912,404 | 6,396 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||