Northwest & Ethical Investments L.P.
Position in BRK-B — Berkshire Hathaway Inc
CIK 2033536
TORONTO, A6
Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,074,175
-$3,847,001 QoQ
Shares Held
8,142
-50.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,067
of 4,965 holders
Holding Since
Mar 2020
17 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, 2026Northwest & Ethical Investments L.P. holds $35,004,996 across 5 Insurance - Diversified names. BRK-B ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
|
358,349 | $28,101,728 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
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|
8,142 | $4,074,175 | |
| 3 | AIG |
American International Group, Inc.
|
20,119 | $1,499,469 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,208 | $1,220,244 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
2,564 | $109,380 |
All Filings in BRK-B
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,074,175 | 8,142 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,921,176 | 16,530 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,989,850 | 13,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,626,415 | 21,137 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,236,515 | 14,897 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,709,280 | 16,353 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,422,656 | 25,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,147,207 | 19,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,666,874 | 21,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,139,174 | 12,221 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $4,613,753 | 12,936 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $4,621,507 | 13,193 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $3,412,312 | 13,357 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $5,878,831 | 25,354 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $5,648,659 | 26,527 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $5,092,354 | 28,527 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $5,215,591 | 28,527 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||