Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$479,402,945
+$81,216,752 QoQ
Shares Held
495,939
+22.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#127
of 4,950 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 30%
Shared 5%
None 65%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $505,219,587 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
495,939 | $479,402,945 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
110,299 | $10,705,619 | |
| 3 | AIG |
American International Group, Inc.
|
99,923 | $7,447,259 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
44,269 | $5,866,526 | |
| 5 | SLF |
Sun Life Financial Inc
|
15,275 | $1,197,864 | |
| 6 | AEG |
Aegon Ltd.
|
71,016 | $599,374 |
All Filings in BRK-B
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $231,394,650 | 309 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $248,008,295 | 495,630 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $204,669,900 | 285 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $193,516,293 | 403,832 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BRK-A | $211,344,000 | 280 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $201,454,076 | 400,784 | Shares | Other | 2026-02-13 | |
| 2025-09-30 BRK-A | $208,159,200 | 276 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $195,233,044 | 388,338 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 BRK-A | $202,606,400 | 278 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $223,289,523 | 459,661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BRK-A | $237,935,716 | 298 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $207,750,403 | 390,083 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $195,424,040 | 287 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $172,841,102 | 381,312 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 BRK-A | $199,751,020 | 289 | Shares | Defined | 2024-11-07 | |
| 2024-09-30 | $177,675,087 | 386,032 | Shares | Other | 2024-11-07 | |
| 2024-06-30 BRK-A | $608,567,554 | 994 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $158,259,843 | 389,036 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BRK-A | $614,137,920 | 968 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $181,969,516 | 432,725 | Shares | Other | 2024-05-13 | |
| 2023-12-31 BRK-A | $176,353,125 | 325 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $141,341,147 | 396,291 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||