Daniel Investment Group, Inc. reported 22 positions worth $134.23M for the quarter ended Jun 30, 2026. Its largest holding is Berkshire Hathaway Inc at 71.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 190.7K | $95.41M | 71.08% | – | – | – | 0.01% |
| 2 | BN BROOKFIELD Corp | Financial Services | 235.1K | $10.01M | 7.46% | – | – | – | 0.01% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 21.9K | $7.17M | 5.34% | – | – | – | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 13.4K | $4.72M | 3.52% | – | – | – | 0% |
| 5 | MKL Markel Group Inc. | Financial Services | 2,101 | $4.10M | 3.06% | – | – | – | 0.02% |
| 6 | AAPL Apple Inc. | Technology | 11.9K | $3.44M | 2.57% | – | – | – | 0% |
| 7 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.25M | 1.67% | – | – | – | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 5,718 | $1.36M | 1.02% | – | – | – | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,771 | $990.27K | 0.738% | – | – | – | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,189 | $669.75K | 0.499% | – | – | – | 0% |
| 11 | MSFT Microsoft Corp | Technology | 1,699 | $633.58K | 0.472% | – | – | – | 0% |
| 12 | SUI Sun Communities Inc | Real Estate | 4,196 | $503.14K | 0.375% | – | – | – | 0% |
| 13 | ALL Allstate Corp | Financial Services | 2,000 | $475.88K | 0.355% | – | – | – | 0% |
| 14 | NVDA Nvidia Corp | Technology | 2,158 | $431.76K | 0.322% | – | – | – | 0% |
| 15 | PGR Progressive Corp | Financial Services | 1,904 | $415.84K | 0.31% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Daniel Investment.
As of its Q2 2026 13F filing, Daniel Investment Group, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 71.1%, BROOKFIELD Corp (BN) at 7.5%, Jpmorgan Chase & Co (JPM) at 5.3%, Alphabet Inc. (GOOG) at 3.5%, Markel Group Inc. (MKL) at 3.1% of the reported portfolio.
Daniel Investment Group, Inc. reported a 13F portfolio worth $134.23M across 22 positions for Q2 2026.
From the Form 13F-HR reports Daniel Investment Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.