ATWOOD & PALMER INC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1044929 KANSAS CITY, MO

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,936,008

-$633,760 QoQ

Shares Held

3,869

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,786

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $2,110,865 across 3 Insurance - Diversified names. BRK-B ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	3,869	$1,936,008
2	ACGL	Arch Capital Group Ltd.	1,800	$174,708
3	AIG	American International Group, Inc.	2	$149

All Filings in BRK-B

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,936,008	3,869	+0.1%	Shares	Sole	2026-07-08
2026-03-31 BRK-A	$718,140	1	0.0%	Shares	Sole	2026-04-15
2026-03-31	$1,851,628	3,864	-3.5%	Shares	Sole	2026-04-15
2025-12-31 BRK-A	$754,800	1	0.0%	Shares	Sole	2026-01-28
2025-12-31	$2,012,610	4,004	-1.2%	Shares	Sole	2026-01-28
2025-09-30 BRK-A	$754,200	1	0.0%	Shares	Sole	2025-10-15
2025-09-30	$2,038,107	4,054	-3.6%	Shares	Sole	2025-10-15
2025-06-30 BRK-A	$728,800	1	—	Shares	Sole	2025-07-08
2025-06-30	$2,042,177	4,204	+7.2%	Shares	Sole	2025-07-08
2025-03-31	$2,089,311	3,923	+6.3%	Shares	Sole	2025-04-15
2024-12-31	$1,673,056	3,691	+0.2%	Shares	Sole	2025-01-16
2024-09-30	$1,695,597	3,684	+1.1%	Shares	Sole	2024-10-07
2024-06-30	$1,482,379	3,644	-1.8%	Shares	Sole	2024-07-10
2024-03-31	$1,559,708	3,709	-0.9%	Shares	Sole	2024-04-10
2023-12-31	$1,334,621	3,742	-4.7%	Shares	Sole	2024-01-12
2023-09-30	$1,375,628	3,927	-3.6%	Shares	Sole	2023-10-20
2023-06-30	$1,388,552	4,072	+5.3%	Shares	Sole	2023-07-18
2023-03-31	$1,194,013	3,867	-2.6%	Shares	Sole	2023-04-21
2022-12-31	$1,226,950	3,972	-5.0%	Shares	Sole	2023-01-31
2022-09-30	$1,116,677	4,182	-10.7%	Shares	Sole	2022-10-12
2022-06-30	$1,278,279	4,682	-5.1%	Shares	Sole	2022-07-21
2022-03-31	$1,740,552	4,932	-1.1%	Shares	Sole	2022-04-29
2021-12-31	$1,491,113	4,987	+2.7%	Shares	Sole	2022-01-24
2021-09-30	$1,325,669	4,857	+0.9%	Shares	Sole	2021-10-29
2021-06-30	$1,337,351	4,812	+10.3%	Shares	Sole	2021-07-26
2021-03-31	$1,114,360	4,362	0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,011,416	4,362	+4.8%	Shares	Sole	2021-02-04
2020-09-30	$886,256	4,162	-1.2%	Shares	Sole	2020-10-28
2020-06-30	$751,884	4,212	0.0%	Shares	Sole	2020-07-24
2020-03-31	$770,079	4,212	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.