STEPH & CO

Position in BRK-B — Berkshire Hathaway Inc

CIK 941519 MARINETTE, WI

Position in BRK-B

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$194,651

-$5,654 QoQ

Shares Held

389

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#4,833

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STEPH & CO holds $941,279 across 4 Insurance - Diversified names. BRK-B ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIG	American International Group, Inc.	5,689	$424,001
2	ACGL	Arch Capital Group Ltd.	2,513	$243,911
3	BRK-B	Berkshire Hathaway Inc This page	389	$194,651
4	HIG	Hartford Insurance Group, Inc.	594	$78,716

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,651	389	-6.9%	Shares	Sole	2026-07-16
2026-03-31	$200,305	418	-48.9%	Shares	Sole	2026-04-17
2025-12-31	$411,167	818	0.0%	Shares	Sole	2026-01-23
2025-09-30	$411,241	818	+3.7%	Shares	Sole	2025-10-06
2025-06-30	$383,272	789	+102.8%	Shares	Sole	2025-07-16
2025-03-31	$207,173	389	0.0%	Shares	Sole	2025-04-23
2024-12-31	$176,325	389	-10.4%	Shares	Sole	2025-01-14
2024-09-30	$199,752	434	+11.6%	Shares	Sole	2024-10-15
2024-06-30	$158,245	389	0.0%	Shares	Sole	2024-07-30
2024-03-31	$163,582	389	0.0%	Shares	Sole	2024-04-12
2023-12-31	$138,740	389	-3.0%	Shares	Sole	2024-01-31
2023-09-30	$140,470	401	+3.1%	Shares	Sole	2023-10-26
2023-06-30	$132,649	389	0.0%	Shares	Sole	2023-07-14
2023-03-31	$120,111	389	0.0%	Shares	Sole	2023-04-18
2022-12-31	$120,162	389	0.0%	Shares	Sole	2023-01-26
2022-09-30	$103,870	389	0.0%	Shares	Sole	2022-10-11
2022-06-30	$106,204	389	0.0%	Shares	Sole	2022-07-13
2022-03-31	$137,281	389	0.0%	Shares	Sole	2022-04-15
2021-12-31	$116,311	389	0.0%	Shares	Sole	2022-01-24
2021-09-30	$106,173	389	0.0%	Shares	Sole	2021-10-22
2021-06-30	$108,110	389	-56.2%	Shares	Sole	2021-07-27
2021-03-31	$227,112	889	0.0%	Shares	Sole	2021-04-16
2020-12-31	$206,132	889	0.0%	Shares	Sole	2021-01-29
2020-09-30	$189,303	889	0.0%	Shares	Sole	2020-10-27
2020-06-30	$158,695	889	+128.5%	Shares	Sole	2020-07-15
2020-03-31	$71,120	389	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.