Position in BRK-B
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,891,841
-$4,560,623 QoQ
Shares Held
45,748
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#871
of 4,965 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Atria Investments, Inc holds $29,657,306 across 5 Insurance - Diversified names. BRK-B ranks #1 (77.2% 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 | $22,891,841 | 45,748 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 BRK-A | $3,590,700 | 5 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $23,861,764 | 49,795 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $23,140,498 | 46,037 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $23,180,335 | 46,108 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $26,303,959 | 54,149 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $32,937,410 | 61,845 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 BRK-A | $3,404,600 | 5 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $32,836,056 | 72,441 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BRK-A | $3,455,900 | 5 | Shares | Sole | 2024-11-01 | |
| 2024-09-30 | $34,064,763 | 74,012 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 BRK-A | $3,061,205 | 5 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $33,623,240 | 82,653 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $3,172,200 | 5 | Shares | Sole | 2024-05-21 | |
| 2024-03-31 | $36,798,443 | 87,507 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 BRK-A | $2,713,125 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $30,939,541 | 86,748 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $2,657,385 | 5 | Shares | Sole | 2023-11-07 | |
| 2023-09-30 | $30,309,707 | 86,525 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 BRK-A | $2,589,050 | 5 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $27,508,470 | 80,670 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 BRK-A | $2,328,000 | 5 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $24,102,277 | 78,059 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 BRK-A | $2,343,555 | 5 | Shares | Sole | 2023-01-31 | |
| 2022-12-31 | $23,573,394 | 76,314 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 BRK-A | $2,032,350 | 5 | Shares | Sole | 2022-11-01 | |
| 2022-09-30 | $19,231,581 | 72,023 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $18,953,321 | 69,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 BRK-A | $2,644,605 | 5 | Shares | Sole | 2022-05-02 | |
| 2022-03-31 | $19,972,941 | 56,595 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 BRK-A | $2,253,310 | 5 | Shares | Sole | 2022-02-04 | |
| 2021-12-31 | $15,212,522 | 50,878 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 BRK-A | $2,056,895 | 5 | Shares | Sole | 2021-11-16 | |
| 2021-09-30 | $13,951,601 | 51,116 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BRK-A | $2,093,005 | 5 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $14,375,689 | 51,726 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 BRK-A | $1,928,510 | 5 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $12,572,956 | 49,215 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 BRK-A | $1,739,075 | 5 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $11,395,946 | 49,148 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BRK-A | $1,600,005 | 5 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $11,138,891 | 52,310 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 BRK-A | $1,336,500 | 5 | Shares | Sole | 2020-09-22 | |
| 2020-06-30 | $7,720,021 | 43,247 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 BRK-A | $1,360,000 | 5 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $7,086,307 | 38,759 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||