Holdings
Daniel Investment Group, Inc.
As of Jun 30, 2026, Daniel Investment Group, Inc. reported 20 positions worth US$134M. Largest: Berkshire Hathaway Inc., Brookfield Corporation and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 195K | US$97.7M | first report | Jun 30, 2026 |
| Brookfield Corporation | 235K | US$10M | first report | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 21,906 | US$7.17M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,991 | US$5.71M | first report | Jun 30, 2026 |
| Markel Group Inc. | 2,101 | US$4.1M | first report | Jun 30, 2026 |
| Apple Inc | 11,905 | US$3.44M | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 5,718 | US$1.36M | first report | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,189 | US$670K | first report | Jun 30, 2026 |
| Microsoft Corp. | 1,699 | US$634K | first report | Jun 30, 2026 |
| Sun Communities, Inc. | 4,196 | US$503K | first report | Jun 30, 2026 |