Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,713,394
+$397,810 QoQ
Shares Held
7,421
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#2,150
of 4,969 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $5,291,395 across 6 Insurance - Diversified names. BRK-B ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
7,421 | $3,713,394 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
7,364 | $714,749 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,434 | $322,553 | |
| 4 | PLGO |
Pelagos Insurance Capital Ltd
|
12,137 | $295,535 | |
| 5 | AIG |
American International Group, Inc.
|
2,803 | $208,907 | |
| 6 | WDH |
Waterdrop Inc.
|
32,086 | $36,257 |
All Filings in BRK-B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,713,394 | 7,421 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,315,584 | 6,919 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,985,511 | 7,929 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||