Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,599,278
+$3,956,147 QoQ
Shares Held
68,152
+8.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#667
of 4,950 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $46,478,233 across 7 Insurance - Diversified names. BRK-B ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
68,152 | $35,599,278 | |
| 2 | AIG |
American International Group, Inc.
|
143,040 | $10,660,771 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
602 | $79,777 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
739 | $71,727 | |
| 5 | AEG |
Aegon Ltd.
|
5,874 | $49,576 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
681 | $16,582 | |
| 7 | XZO |
Exzeo Group, Inc.
|
31 | $522 |
All Filings in BRK-B
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $1,497,700 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $34,101,578 | 68,150 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $30,206,851 | 63,036 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 BRK-A | $1,509,600 | 2 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $31,927,825 | 63,519 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BRK-A | $1,508,400 | 2 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $32,297,525 | 64,243 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 BRK-A | $1,457,600 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $31,067,420 | 63,955 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $1,596,884 | 2 | Shares | Sole | 2025-04-08 | |
| 2025-03-31 | $33,804,450 | 63,473 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 BRK-A | $1,361,840 | 2 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $29,363,931 | 64,781 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 BRK-A | $1,382,360 | 2 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $29,814,262 | 64,777 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 BRK-A | $1,224,482 | 2 | Shares | Sole | 2024-07-31 | |
| 2024-06-30 | $26,622,619 | 65,444 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,617,651 | 65,675 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $22,379,345 | 62,747 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||