Position in BRK-B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$270,302,823
-$5,276,044 QoQ
Shares Held
564,071
+2.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 18.295923740096548.ToString("F0")%
Shared 0.ToString("F0")%
None 81.70407625990345.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $327,411,613 across 7 Insurance - Diversified names. BRK-B ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
564,071 | $270,302,823 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
319,789 | $43,245,066 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
71,457 | $6,859,157 | |
| 4 | AIG |
American International Group, Inc.
|
67,722 | $5,096,080 | |
| 5 | SLF |
Sun Life Financial Inc
|
17,401 | $1,088,606 | |
| 6 | AEG |
Aegon Ltd.
|
71,787 | $521,173 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
15,631 | $298,708 |
All Filings in BRK-B
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,302,823 | 564,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,578,867 | 548,252 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $250,344,410 | 497,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $220,854,358 | 454,648 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $219,741,442 | 412,598 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $188,710,435 | 416,322 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $111,993,379 | 314,006 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $101,993,698 | 291,161 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $91,573,845 | 268,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,677,047 | 235,376 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $71,558,538 | 231,656 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $67,562,735 | 253,025 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $92,386,964 | 338,389 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $113,495,150 | 321,598 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $86,146,385 | 288,115 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $73,762,853 | 270,253 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $73,013,474 | 262,714 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $62,429,714 | 244,372 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $40,268,399 | 173,668 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $31,190,599 | 146,476 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $26,969,647 | 151,082 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $28,753,308 | 157,268 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||