Position in BRK-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,362,491
+$1,268,604 QoQ
Shares Held
30,767
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#744
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $32,006,397 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
30,767 | $30,362,491 | |
| 2 | SLF |
Sun Life Financial Inc
|
6,388 | $500,946 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
3,092 | $409,751 | |
| 4 | AIG |
American International Group, Inc.
|
4,056 | $302,293 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,341 | $227,217 | |
| 6 | AEG |
Aegon Ltd.
|
24,135 | $203,699 |
All Filings in BRK-B
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $14,977,000 | 20 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $15,385,491 | 30,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 BRK-A | $14,362,800 | 20 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $14,731,087 | 30,741 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 BRK-A | $15,096,000 | 20 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $14,562,775 | 28,972 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 BRK-A | $13,575,600 | 18 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $14,084,261 | 28,015 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 BRK-A | $13,118,400 | 18 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $13,181,368 | 27,135 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BRK-A | $14,371,956 | 18 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $13,578,659 | 25,496 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,740,987 | 21,490 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,995,926 | 21,718 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,523,680 | 20,953 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,759,852 | 20,831 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,303,683 | 20,478 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,914,221 | 19,738 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,639,270 | 19,470 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,836,370 | 18,902 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,350,148 | 17,320 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,588,204 | 17,183 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,710,141 | 17,252 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,174,160 | 17,495 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,972,669 | 16,631 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,516,065 | 16,546 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,633,204 | 16,671 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,189,963 | 16,401 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,814,493 | 16,451 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,592,118 | 12,173 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,028,052 | 11,361 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,081,153 | 11,383 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||