Position in BRK-B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,058,792
-$1,419,158 QoQ
Shares Held
34,091
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,011
of 4,965 holders
Holding Since
Dec 2021
19 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, 2026Ascent Group, LLC holds $20,855,304 across 5 Insurance - Diversified names. BRK-B ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
34,091 | $17,058,792 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
21,299 | $2,822,541 | |
| 3 | AIG |
American International Group, Inc.
|
6,587 | $490,927 | |
| 4 | SLF |
Sun Life Financial Inc
|
3,266 | $256,119 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,338 | $226,925 |
All Filings in BRK-B
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,058,792 | 34,091 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $18,477,950 | 38,560 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $19,733,533 | 39,259 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $18,995,019 | 37,783 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $13,425,221 | 27,637 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $14,099,517 | 26,474 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $9,075,571 | 20,022 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $8,912,014 | 19,363 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,341,027 | 20,504 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,886,432 | 18,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,480,868 | 18,171 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,032,866 | 17,222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,358,745 | 27,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,230,669 | 20,179 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,866,101 | 15,753 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,985,540 | 14,926 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,267,776 | 11,969 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,758,138 | 10,649 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,958,306 | 9,894 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||