ACTION POINT FINANCIAL PLANNING, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2116119
GRAND RAPIDS, MI
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,013,088
+$3,793,615 QoQ
Shares Held
8,020
+1651.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#2,078
of 4,965 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $4,116,216 across 6 Insurance - Diversified names. BRK-B ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
8,020 | $4,013,088 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
327 | $43,329 | |
| 3 | AIG |
American International Group, Inc.
|
456 | $33,978 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
186 | $18,048 | |
| 5 | SLF |
Sun Life Financial Inc
|
86 | $6,744 | |
| 6 | AEG |
Aegon Ltd.
|
122 | $1,029 |
All Filings in BRK-B
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,013,088 | 8,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $219,473 | 458 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||