Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$612,977
+$73,877 QoQ
Shares Held
1,225
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#3,949
of 4,950 holders
Holding Since
Dec 2024
7 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, 2026Hughes Financial Services, LLC holds $642,667 across 6 Insurance - Diversified names. BRK-B ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
1,225 | $612,977 | |
| 2 | SLF |
Sun Life Financial Inc
|
205 | $16,076 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
44 | $5,830 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
49 | $4,755 | |
| 5 | AIG |
American International Group, Inc.
|
40 | $2,981 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
2 | $48 |
All Filings in BRK-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,977 | 1,225 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $539,100 | 1,125 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $602,174 | 1,198 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $176,461 | 351 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,293 | 647 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $303,038 | 569 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $247,037 | 545 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||