Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,737,725
+$1,662,581 QoQ
Shares Held
6,477
+89.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,925
of 4,965 holders
Holding Since
Mar 2020
17 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, 2026IMA Advisory Services, Inc. holds $4,776,567 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.2% of the industry book) .
All Filings in BRK-B
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $1,497,700 | 2 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $3,240,025 | 6,475 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $1,638,864 | 3,420 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $1,509,600 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,785,915 | 3,553 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,427,781 | 2,840 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,380,072 | 2,841 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,510,396 | 2,836 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,323,124 | 2,919 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,343,498 | 2,919 | Shares | Sole | 2024-11-14 | |
| 2022-03-31 | $1,448,695 | 4,105 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $1,422,044 | 4,756 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,298,102 | 4,756 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,424,617 | 5,126 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,326,655 | 5,193 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,194,826 | 5,153 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,209,073 | 5,678 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,000,013 | 5,602 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $962,234 | 5,263 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||