Position in ACGL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$11,902
New position
Shares Held
124
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $37,529 across 1 Insurance - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
75 | $37,529 |
All Filings in ACGL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,902 | 124 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||