Position in BRK-B
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$193,516,293
-$7,937,783 QoQ
Shares Held
403,832
+0.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 29.33521860575685.ToString("F0")%
Shared 0.4241862952911112.ToString("F0")%
None 70.24059509895204.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $219,384,101 across 6 Insurance - Diversified names. BRK-B ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
403,832 | $193,516,293 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
110,640 | $10,620,332 | |
| 3 | AIG |
American International Group, Inc.
|
106,858 | $8,041,064 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
42,337 | $5,725,230 | |
| 5 | SLF |
Sun Life Financial Inc
|
15,194 | $950,536 | |
| 6 | AEG |
Aegon Ltd.
|
73,092 | $530,646 |
All Filings in BRK-B
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,516,293 | 403,832 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $201,454,076 | 400,784 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $195,233,044 | 388,338 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $223,289,523 | 459,661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $207,750,403 | 390,083 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $172,841,102 | 381,312 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $177,675,087 | 386,032 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $158,259,843 | 389,036 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $181,969,516 | 432,725 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $141,341,147 | 396,291 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||