Position in BRK-B
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,889,369
-$482,463 QoQ
Shares Held
13,768
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#1,613
of 4,965 holders
Holding Since
Mar 2023
12 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, 2026Root Financial Partners, LLC holds $7,124,061 across 2 Insurance - Diversified names. BRK-B ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
13,768 | $6,889,369 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,771 | $234,692 |
All Filings in BRK-B
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,889,369 | 13,768 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $6,653,692 | 13,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,720,933 | 13,371 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,807,099 | 13,540 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,225,142 | 12,815 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,619,969 | 12,430 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $5,494,583 | 11,938 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $3,662,729 | 8,710 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,887,519 | 8,096 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,397,803 | 6,845 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,434,058 | 7,138 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,225,922 | 7,209 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||