Position in BRK-B
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$90,352,419
-$14,403,486 QoQ
Shares Held
180,564
+1.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#381
of 4,950 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $96,497,277 across 6 Insurance - Diversified names. BRK-B ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
180,564 | $90,352,419 | |
| 2 | AIG |
American International Group, Inc.
|
35,218 | $2,624,797 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
17,171 | $1,666,617 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,937 | $1,316,851 | |
| 5 | SLF |
Sun Life Financial Inc
|
4,390 | $344,263 | |
| 6 | AEG |
Aegon Ltd.
|
22,788 | $192,330 |
All Filings in BRK-B
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,352,419 | 180,564 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 BRK-A | $19,389,780 | 27 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $85,366,125 | 178,143 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 BRK-A | $27,927,600 | 37 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $86,387,439 | 171,864 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 BRK-A | $27,905,400 | 37 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $83,396,522 | 165,884 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 BRK-A | $21,135,200 | 29 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $65,743,140 | 135,338 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 BRK-A | $27,147,028 | 34 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $86,902,676 | 163,173 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 BRK-A | $17,703,920 | 26 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $61,420,346 | 135,502 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 BRK-A | $17,970,680 | 26 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $59,737,145 | 129,790 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 BRK-A | $15,306,025 | 25 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $47,865,308 | 117,663 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 BRK-A | $16,495,440 | 26 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $46,930,452 | 111,601 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 BRK-A | $14,108,250 | 26 | Shares | Sole | 2024-01-16 | |
| 2023-12-31 | $37,544,884 | 105,268 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 BRK-A | $13,818,402 | 26 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $35,738,656 | 102,023 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 BRK-A | $13,463,060 | 26 | Shares | Sole | 2023-07-13 | |
| 2023-06-30 | $33,872,894 | 99,334 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 BRK-A | $13,036,800 | 28 | Shares | Sole | 2023-04-13 | |
| 2023-03-31 | $28,804,226 | 93,287 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 BRK-A | $12,655,197 | 27 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $27,757,136 | 89,858 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 BRK-A | $10,161,750 | 25 | Shares | Sole | 2022-10-19 | |
| 2022-09-30 | $22,552,776 | 84,461 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 BRK-A | $10,632,700 | 26 | Shares | Sole | 2022-07-15 | |
| 2022-06-30 | $21,970,738 | 80,473 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 BRK-A | $13,223,025 | 25 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $27,280,295 | 77,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $11,266,550 | 25 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $22,037,795 | 73,705 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||