Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$295,730
-$12,395 QoQ
Shares Held
591
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,566
of 4,965 holders
Holding Since
Dec 2025
3 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.Safra Asset Management Corp holds $551,150 across 3 Insurance - Diversified names. BRK-B ranks #1 (53.7% of the industry book) .
All Filings in BRK-B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,730 | 591 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $308,125 | 643 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 BRK-A | $2,264,400 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $323,203 | 643 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||