Position in BRK-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$39,248,089
+$3,677,073 QoQ
Shares Held
78,435
+5.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#632
of 4,965 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $45,845,111 across 5 Insurance - Diversified names. BRK-B ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
78,435 | $39,248,089 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
23,227 | $2,254,412 | |
| 3 | AIG |
American International Group, Inc.
|
27,781 | $2,070,517 | |
| 4 | SLF |
Sun Life Financial Inc
|
25,510 | $2,000,494 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
11,154 | $271,599 |
All Filings in BRK-B
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,248,089 | 78,435 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $35,571,016 | 74,230 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $34,444,593 | 68,526 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,141,273 | 59,954 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,842,107 | 59,374 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $30,546,125 | 57,355 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-27 | |
| 2024-12-31 | $24,688,801 | 54,467 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-16 | |
| 2024-09-30 | $24,310,933 | 52,820 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $21,376,933 | 52,549 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $22,949,037 | 54,573 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-25 | |
| 2023-12-31 | $21,255,152 | 59,595 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $20,767,185 | 59,284 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $21,822,295 | 63,995 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $19,133,859 | 61,968 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $18,966,768 | 61,401 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||