Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,265,659
-$2,164,869 QoQ
Shares Held
133,513
-14.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#393
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, 2026Clearstead Advisors, LLC holds $89,430,665 across 8 Insurance - Diversified names. BRK-B ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
133,513 | $86,265,659 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
11,772 | $1,142,590 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,713 | $757,086 | |
| 4 | AIG |
American International Group, Inc.
|
7,821 | $582,899 | |
| 5 | AEG |
Aegon Ltd.
|
57,646 | $486,532 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,487 | $195,030 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 | |
| 8 | XZO |
Exzeo Group, Inc.
|
14 | $236 |
All Filings in BRK-B
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $19,470,100 | 26 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $66,795,559 | 133,487 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BRK-A | $13,644,660 | 19 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $74,785,868 | 156,064 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $14,341,200 | 19 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $68,792,679 | 136,860 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BRK-A | $14,329,800 | 19 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $67,434,024 | 134,133 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BRK-A | $14,576,000 | 20 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $68,496,484 | 141,006 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 BRK-A | $15,968,840 | 20 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $73,231,347 | 137,503 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $3,404,600 | 5 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $58,852,968 | 129,838 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BRK-A | $2,764,720 | 4 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $60,229,623 | 130,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BRK-A | $2,448,964 | 4 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $50,032,332 | 122,990 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $24,008,748 | 57,093 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $19,811,036 | 55,546 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 BRK-A | $2,125,908 | 4 | Shares | Sole | 2023-11-07 | |
| 2023-09-30 | $20,124,735 | 57,450 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Sole | 2023-08-07 | |
| 2023-06-30 | $17,824,070 | 52,270 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $12,918,935 | 41,840 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $12,193,209 | 39,473 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2022-11-15 | |
| 2022-09-30 | $10,439,680 | 39,097 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 BRK-A | $1,635,800 | 4 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $11,341,523 | 41,541 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 BRK-A | $2,115,684 | 4 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $14,611,885 | 41,404 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 BRK-A | $1,802,648 | 4 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $11,290,838 | 37,762 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BRK-A | $1,645,516 | 4 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $9,127,113 | 33,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 BRK-A | $1,674,404 | 4 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $10,114,898 | 36,395 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 BRK-A | $1,542,808 | 4 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $9,117,724 | 35,690 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 BRK-A | $1,391,260 | 4 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $8,416,649 | 36,299 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 BRK-A | $1,280,004 | 4 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $8,178,386 | 38,407 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 BRK-A | $1,069,200 | 4 | Shares | Sole | 2020-08-11 | |
| 2020-06-30 | $6,536,143 | 36,615 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||