Position in BRK-B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,262,262
-$88,213 QoQ
Shares Held
4,521
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,620
of 4,965 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $2,831,652 across 7 Insurance - Diversified names. BRK-B ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
4,521 | $2,262,262 | |
| 2 | AIG |
American International Group, Inc.
|
4,238 | $315,858 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,445 | $191,491 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
613 | $59,496 | |
| 5 | SLF |
Sun Life Financial Inc
|
23 | $1,803 | |
| 6 | AEG |
Aegon Ltd.
|
83 | $700 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in BRK-B
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,262 | 4,521 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,350,475 | 4,905 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,695,482 | 7,352 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,787,139 | 7,533 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,712,739 | 7,643 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,159,981 | 7,811 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,469,858 | 7,655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,460,234 | 7,518 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,967,605 | 7,295 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $957,103 | 2,276 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||