Compound Planning, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1978879 NEW YORK, NY

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$30,650,888

+$830,752 QoQ

Shares Held

61,254

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#737

of 4,965 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Derivatives in BRK-B

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$50,274

PutShares

100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $33,350,551 across 5 Insurance - Diversified names. BRK-B ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	61,254	$30,650,888
2	HIG	Hartford Insurance Group, Inc.	7,015	$929,627
3	AIG	American International Group, Inc.	10,218	$761,547
4	SLF	Sun Life Financial Inc	9,251	$725,463
5	ACGL	Arch Capital Group Ltd.	2,916	$283,026

All Filings in BRK-B

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,650,888	61,254	-1.6%	Shares	Sole	2026-08-04
2026-03-31	$29,820,136	62,229	-1.5%	Shares	Sole	2026-05-14
2025-12-31	$31,748,378	63,162	-0.2%	Shares	Sole	2026-02-19
2025-09-30	$31,832,994	63,319	+32.2%	Shares	Sole	2025-11-10
2025-09-30	$50,274	100	0.0%	Put	Sole	2025-11-10
2025-06-30	$48,577	100	0.0%	Put	Sole	2025-08-14
2025-06-30	$23,266,925	47,897	+21.1%	Shares	Sole	2025-08-14
2025-03-31	$21,068,332	39,559	+24.4%	Shares	Sole	2025-05-14
2025-03-31	$53,258	100	—	Put	Sole	2025-05-14
2024-12-31	$14,412,944	31,797	+4.8%	Shares	Sole	2025-01-17
2024-09-30	$13,967,970	30,348	+11.6%	Shares	Sole	2024-10-08
2024-06-30	$11,064,553	27,199	+31.7%	Shares	Sole	2024-07-26
2024-03-31	$8,686,681	20,657	+40.7%	Shares	Sole	2024-05-07
2023-12-31	$5,235,768	14,680	+235.5%	Shares	Sole	2024-02-08
2023-09-30	$1,532,562	4,375	+8.7%	Shares	Sole	2023-11-09
2023-06-30	$1,372,525	4,025	+1.8%	Shares	Sole	2023-08-03
2023-03-31	$1,220,876	3,954	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.