Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,610,613,666
+$118,485,174 QoQ
Shares Held
2,613,026
+4.5% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#46
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$2,602,028
CallShares
5,200
PutValue
$2,451,911
PutShares
4,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,729,423,380 across 7 Insurance - Diversified names. BRK-B ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
2,613,026 | $1,610,613,666 | |
| 2 | SLF |
Sun Life Financial Inc
|
12,232,736 | $959,291,153 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
526,066 | $69,714,261 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
537,813 | $52,200,125 | |
| 5 | AIG |
American International Group, Inc.
|
445,617 | $33,211,830 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
95,451 | $4,071,938 | |
| 7 | AEG |
Aegon Ltd.
|
37,963 | $320,407 |
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $303,284,250 | 405 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $1,307,329,416 | 2,612,621 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $2,451,911 | 4,900 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $2,602,028 | 5,200 | Call | Defined | 2026-08-12 | |
| 2026-03-31 BRK-A | $293,719,260 | 409 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $3,737,760 | 7,800 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $3,881,520 | 8,100 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $1,198,409,232 | 2,500,854 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 BRK-A | $315,506,400 | 418 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $1,428,199,545 | 2,841,340 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 BRK-A | $204,388,200 | 271 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,296,959,096 | 2,579,781 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 BRK-A | $192,403,200 | 264 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $1,139,809,266 | 2,346,397 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 BRK-A | $210,788,688 | 264 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $1,397,578,324 | 2,624,166 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,355,254 | 6,300 | Put | Defined | 2025-05-13 | |
| 2024-12-31 BRK-A | $104,180,760 | 153 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $1,310,604,268 | 2,891,379 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 BRK-A | $104,368,180 | 151 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $1,618,542,027 | 3,516,582 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 BRK-A | $92,448,391 | 151 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,256,626,351 | 3,089,052 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BRK-A | $99,607,080 | 157 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,170,083,020 | 2,782,467 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 BRK-A | $87,905,250 | 162 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $3,566,600 | 10,000 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $1,098,673,293 | 3,080,450 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 BRK-A | $98,854,722 | 186 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $899,508,744 | 2,567,824 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $3,503,000 | 10,000 | Put | Defined | 2023-11-01 | |
| 2023-06-30 BRK-A | $78,707,120 | 152 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $3,410,000 | 10,000 | Put | Defined | 2023-08-02 | |
| 2023-06-30 | $869,150,348 | 2,548,828 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 BRK-A | $9,777,600 | 21 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $61,754 | 200 | Call | Defined | 2024-06-13 | |
| 2023-03-31 | $3,087,700 | 10,000 | Put | Defined | 2024-06-13 | |
| 2023-03-31 | $527,439,985 | 1,708,197 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 BRK-A | $10,311,642 | 22 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $505,479,941 | 1,636,387 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $3,089,000 | 10,000 | Put | Defined | 2023-02-01 | |
| 2022-09-30 BRK-A | $73,164,600 | 180 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $8,010,600 | 30,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $477,249,115 | 1,787,316 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 BRK-A | $7,361,100 | 18 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $8,190,600 | 30,000 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $367,647,364 | 1,346,595 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 BRK-A | $11,107,341 | 21 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $633,285,697 | 1,794,468 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 BRK-A | $9,914,564 | 22 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||