Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$152,812,100
-$31,788,074 QoQ
Shares Held
305,386
+2.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#261
of 4,950 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, 2026D.A. DAVIDSON & CO. holds $174,718,539 across 4 Insurance - Diversified names. BRK-B ranks #1 (87.5% of the industry book) .
All Filings in BRK-B
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,812,100 | 305,386 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 BRK-A | $42,370,260 | 59 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $142,229,914 | 296,807 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 BRK-A | $44,533,200 | 59 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $148,468,233 | 295,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 BRK-A | $46,760,400 | 62 | Shares | Sole | 2025-10-22 | |
| 2025-09-30 | $150,305,686 | 298,973 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 BRK-A | $46,643,200 | 64 | Shares | Sole | 2025-07-30 | |
| 2025-06-30 | $140,204,394 | 288,623 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 BRK-A | $51,100,288 | 64 | Shares | Sole | 2025-04-28 | |
| 2025-03-31 | $150,634,927 | 282,840 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 BRK-A | $42,897,960 | 63 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $125,180,977 | 276,167 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 BRK-A | $44,926,700 | 65 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $124,423,926 | 270,334 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BRK-A | $41,020,147 | 67 | Shares | Sole | 2024-08-01 | |
| 2024-06-30 | $109,204,239 | 268,447 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 BRK-A | $43,141,920 | 68 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $113,529,887 | 269,975 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 BRK-A | $37,441,125 | 69 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $95,746,446 | 268,453 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 BRK-A | $36,140,436 | 68 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $93,432,016 | 266,720 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BRK-A | $35,728,890 | 69 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $90,899,688 | 266,568 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 BRK-A | $35,385,600 | 76 | Shares | Sole | 2023-04-25 | |
| 2023-03-31 | $81,537,511 | 264,072 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 BRK-A | $36,090,747 | 77 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $83,263,377 | 269,548 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 BRK-A | $28,452,900 | 70 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $70,543,212 | 264,187 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 BRK-A | $28,626,500 | 70 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $71,175,494 | 260,697 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 BRK-A | $37,024,470 | 70 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $91,706,839 | 259,859 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 BRK-A | $36,052,960 | 80 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $76,744,031 | 256,669 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 BRK-A | $29,619,288 | 72 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $68,888,691 | 252,395 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BRK-A | $29,720,671 | 71 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $69,498,620 | 250,067 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 BRK-A | $34,327,478 | 89 | Shares | Sole | 2021-05-07 | |
| 2021-03-31 | $62,769,745 | 245,703 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 BRK-A | $30,607,720 | 88 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $48,972,798 | 211,208 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 BRK-A | $28,160,088 | 88 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $45,427,980 | 213,337 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 BRK-A | $24,057,000 | 90 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $38,194,356 | 213,962 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 BRK-A | $25,296,000 | 93 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||