Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$55,343,634
+$1,533,308 QoQ
Shares Held
110,601
-1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#509
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, 2026J.W. COLE ADVISORS, INC. holds $56,747,798 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.5% of the industry book) .
All Filings in BRK-B
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46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,343,634 | 110,601 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $53,810,326 | 112,292 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,112,098 | 113,622 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 BRK-A | $11,313,000 | 15 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $59,763,217 | 118,875 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 BRK-A | $11,660,800 | 16 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $59,267,826 | 122,008 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BRK-A | $11,976,630 | 15 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $52,859,630 | 99,252 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 BRK-A | $1,361,840 | 2 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $24,156,197 | 53,292 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 BRK-A | $2,073,540 | 3 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $24,889,480 | 54,077 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BRK-A | $1,836,723 | 3 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $21,365,542 | 52,521 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $20,057,962 | 47,698 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-01-31 | |
| 2023-12-31 | $15,230,808 | 42,704 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 BRK-A | $1,062,954 | 2 | Shares | Sole | 2023-10-24 | |
| 2023-09-30 | $14,091,518 | 40,227 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-27 | |
| 2023-06-30 | $13,698,652 | 40,172 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $12,445,901 | 40,308 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $12,428,591 | 40,235 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-31 | |
| 2022-09-30 | $10,618,851 | 39,768 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-07-27 | |
| 2022-06-30 | $10,810,772 | 39,597 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-06-10 | |
| 2022-03-31 | $13,607,856 | 38,559 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-01-25 | |
| 2021-12-31 | $10,950,576 | 36,624 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 BRK-A | $10,192,000 | 35,835 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,500,782 | 26,989 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-04-28 | |
| 2021-03-31 | $6,159,637 | 24,111 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $6,317,993 | 27,248 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BRK-A | $960,003 | 3 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $15,019,935 | 70,536 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,241,959 | 34,967 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-07 | |
| 2020-03-31 | $548,490 | 3,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||