BURNEY CO/

Position in BRK-B — Berkshire Hathaway Inc

CIK 940445 RESTON, VA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$16,448,819

-$1,198,317 QoQ

Shares Held

32,872

-2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,021

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $21,787,202 across 3 Insurance - Diversified names. BRK-B ranks #1 (75.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	32,872	$16,448,819
2	SLF	Sun Life Financial Inc	59,172	$4,640,268
3	HIG	Hartford Insurance Group, Inc.	5,268	$698,115

All Filings in BRK-B

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49 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,448,819	32,872	-2.8%	Shares	Defined	2026-07-15
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-29
2026-03-31	$16,210,856	33,829	-23.0%	Shares	Defined	2026-04-29
2025-12-31 BRK-A	$1,509,600	2	0.0%	Shares	Sole	2026-01-23
2025-12-31	$22,080,408	43,928	-1.0%	Shares	Defined	2026-01-23
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-16
2025-09-30	$22,315,119	44,387	-17.4%	Shares	Defined	2025-10-16
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-08-05
2025-06-30	$26,103,336	53,736	-2.8%	Shares	Defined	2025-08-05
2025-03-31 BRK-A	$1,596,884	2	+100.0%	Shares	Sole	2025-05-06
2025-03-31	$29,452,738	55,302	-0.2%	Shares	Defined	2025-05-06
2024-12-31 BRK-A	$680,920	1	0.0%	Shares	Sole	2025-01-14
2024-12-31	$25,128,936	55,438	+10.6%	Shares	Defined	2025-01-14
2024-09-30 BRK-A	$691,180	1	0.0%	Shares	Sole	2024-10-18
2024-09-30	$23,061,327	50,105	+0.6%	Shares	Defined	2024-10-18
2024-06-30 BRK-A	$612,241	1	0.0%	Shares	Sole	2024-07-29
2024-06-30	$20,263,927	49,813	-2.6%	Shares	Sole	2024-07-29
2024-03-31 BRK-A	$634,440	1	0.0%	Shares	Sole	2024-05-22
2024-03-31	$21,504,130	51,137	-0.7%	Shares	Defined	2024-05-22
2023-12-31	$18,365,136	51,492	-1.3%	Shares	Defined	2024-02-12
2023-09-30	$18,273,398	52,165	-10.7%	Shares	Defined	2023-11-08
2023-06-30 BRK-A	$517,810	1	0.0%	Shares	Sole	2023-08-09
2023-06-30	$19,925,653	58,433	-11.0%	Shares	Defined	2023-08-09
2023-03-31 BRK-A	$465,600	1	0.0%	Shares	Sole	2023-05-10
2023-03-31	$20,268,588	65,643	-1.3%	Shares	Sole	2023-05-10
2022-12-31 BRK-A	$468,711	1	0.0%	Shares	Sole	2023-02-06
2022-12-31	$20,551,734	66,532	-5.8%	Shares	Defined	2023-02-06
2022-09-30 BRK-A	$406,470	1	0.0%	Shares	Sole	2022-11-15
2022-09-30	$18,862,559	70,641	+2.8%	Shares	Defined	2022-11-15
2022-06-30 BRK-A	$408,950	1	0.0%	Shares	Sole	2022-08-12
2022-06-30	$18,752,923	68,687	-3.6%	Shares	Defined	2022-08-12
2022-03-31 BRK-A	$528,921	1	0.0%	Shares	Sole	2022-05-09
2022-03-31	$25,146,248	71,254	+20.7%	Shares	Defined	2022-05-09
2021-12-31 BRK-A	$450,662	1	0.0%	Shares	Sole	2022-02-11
2021-12-31	$17,655,950	59,050	-14.3%	Shares	Defined	2022-02-11
2021-09-30 BRK-A	$411,379	1	0.0%	Shares	Sole	2021-11-12
2021-09-30	$18,801,198	68,884	+19.5%	Shares	Defined	2021-11-12
2021-06-30 BRK-A	$418,601	1	0.0%	Shares	Sole	2021-08-06
2021-06-30	$16,026,256	57,665	+0.7%	Shares	Defined	2021-08-06
2021-03-31 BRK-A	$385,702	1	0.0%	Shares	Sole	2021-05-13
2021-03-31	$14,626,678	57,254	+0.3%	Shares	Sole	2021-05-13
2020-12-31 BRK-A	$347,815	1	0.0%	Shares	Sole	2021-02-11
2020-12-31	$13,240,240	57,102	-11.0%	Shares	Defined	2021-02-11
2020-09-30 BRK-A	$320,001	1	0.0%	Shares	Sole	2020-12-14
2020-09-30	$13,659,035	64,145	-3.9%	Shares	Defined	2020-12-14
2020-06-30 BRK-A	$267,300	1	0.0%	Shares	Sole	2020-08-13
2020-06-30	$11,909,473	66,716	+3.6%	Shares	Defined	2020-08-13
2020-03-31 BRK-A	$272,000	1	—	Shares	Sole	2020-05-13
2020-03-31	$11,770,412	64,379	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.