Position in BRK-B
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,050,288
-$174,758 QoQ
Shares Held
10,539
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $5,230,857 across 5 Insurance - Diversified names. BRK-B ranks #1 (96.5% of the industry book) .
All Filings in BRK-B
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,050,288 | 10,539 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,225,046 | 10,395 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,188,276 | 10,320 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,030,148 | 10,355 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,495,693 | 10,319 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,221,396 | 9,313 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,393,181 | 9,545 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,964,266 | 9,745 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,129,506 | 9,820 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $3,502,401 | 9,820 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $3,462,715 | 9,885 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $3,372,490 | 9,890 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $2,860,754 | 9,265 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $2,861,958 | 9,265 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $2,333,754 | 8,740 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $2,372,543 | 8,690 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $2,952,092 | 8,365 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $2,359,110 | 7,890 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||