JONES FINANCIAL COMPANIES LLLP

Position in BRK-B — Berkshire Hathaway Inc

CIK 815917 DES PERES, MO

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$393,900,100

+$51,989,888 QoQ

Shares Held

778,213

+10.2% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#139

of 4,949 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $643,382,343 across 9 Insurance - Diversified names. BRK-B ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	778,213	$393,900,100
2	ACGL	Arch Capital Group Ltd.	2,269,585	$220,285,920
3	AIG	American International Group, Inc.	318,494	$23,737,356
4	HIG	Hartford Insurance Group, Inc.	26,404	$3,499,057
5	SLF	Sun Life Financial Inc	17,667	$1,385,446
6	PLGO	Pelagos Insurance Capital Ltd	14,053	$342,190
7	AEG	Aegon Ltd.	27,020	$228,048
8	XZO	Exzeo Group, Inc.	243	$4,099

All Filings in BRK-B

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$4,493,100	6	+20.0%	Shares	Sole	2026-08-14
2026-06-30	$389,407,000	778,207	+10.2%	Shares	Sole	2026-08-14
2026-03-31 BRK-A	$3,590,700	5	+25.0%	Shares	Sole	2026-05-15
2026-03-31	$338,319,512	706,009	+52.7%	Shares	Sole	2026-05-15
2025-12-31 BRK-A	$3,019,200	4	0.0%	Shares	Sole	2026-02-17
2025-12-31	$232,385,147	462,320	+14.5%	Shares	Sole	2026-02-17
2025-09-30 BRK-A	$3,016,800	4	0.0%	Shares	Sole	2025-11-04
2025-09-30	$202,954,126	403,696	+13.0%	Shares	Sole	2025-11-04
2025-06-30 BRK-A	$2,915,200	4	+33.3%	Shares	Sole	2025-08-13
2025-06-30	$173,547,161	357,262	+50.8%	Shares	Sole	2025-08-13
2024-12-31 BRK-A	$2,042,760	3	0.0%	Shares	Sole	2025-02-06
2024-12-31	$107,360,273	236,852	+37.3%	Shares	Sole	2025-02-06
2024-09-30 BRK-A	$2,073,540	3	+200.0%	Shares	Sole	2024-11-12
2024-09-30	$79,378,280	172,464	+46.9%	Shares	Sole	2024-11-12
2024-06-30 BRK-A	$612,241	1	0.0%	Shares	Sole	2024-08-14
2024-06-30	$47,774,184	117,439	+48.3%	Shares	Sole	2024-08-14
2024-03-31 BRK-A	$634,440	1	0.0%	Shares	Sole	2024-05-14
2024-03-31	$33,292,988	79,171	+9.3%	Shares	Sole	2024-05-14
2023-12-31	$25,825,393	72,409	-5.0%	Shares	Sole	2024-02-13
2023-09-30	$26,703,018	76,229	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$27,049,143	79,323	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$24,693,879	79,975	-1.7%	Shares	Defined	2023-05-11
2022-12-31	$25,135,501	81,371	-1.3%	Shares	Defined	2023-02-13
2022-09-30 BRK-A	$406,470	1	-50.0%	Shares	Sole	2022-11-03
2022-09-30	$22,019,537	82,464	-1.7%	Shares	Defined	2022-11-03
2022-06-30	$22,910,199	83,914	-1.6%	Shares	Defined	2022-08-08
2022-03-31 BRK-A	$1,057,842	2	0.0%	Shares	Sole	2022-05-02
2022-03-31	$30,093,341	85,272	+0.4%	Shares	Defined	2022-05-02
2021-12-31 BRK-A	$901,324	2	0.0%	Shares	Sole	2022-02-11
2021-12-31	$25,403,040	84,960	+0.1%	Shares	Defined	2022-02-11
2021-09-30 BRK-A	$822,758	2	0.0%	Shares	Sole	2021-11-12
2021-09-30	$23,169,056	84,887	-1.8%	Shares	Defined	2021-11-12
2021-06-30 BRK-A	$837,202	2	-60.0%	Shares	Sole	2021-08-12
2021-06-30	$24,024,516	86,444	-3.4%	Shares	Defined	2021-08-12
2021-03-31 BRK-A	$1,928,510	5	-37.5%	Shares	Sole	2021-04-30
2021-03-31	$22,861,498	89,488	+0.7%	Shares	Defined	2021-04-30
2020-12-31 BRK-A	$2,782,520	8	0.0%	Shares	Sole	2021-02-08
2020-12-31	$20,596,779	88,829	-0.5%	Shares	Defined	2021-02-08
2020-09-30 BRK-A	$2,560,008	8	0.0%	Shares	Other	2020-10-29
2020-09-30	$19,015,754	89,301	-2.0%	Shares	Sole	2020-10-29
2020-06-30 BRK-A	$2,138,400	8	0.0%	Shares	Other	2020-07-31
2020-06-30	$16,265,652	91,119	+3.7%	Shares	Sole	2020-07-31
2020-03-31 BRK-A	$2,176,000	8	—	Shares	Other	2020-05-01
2020-03-31	$16,061,615	87,850	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.