Position in BRK-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$896,198
+$37,951 QoQ
Shares Held
1,791
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,583
of 4,966 holders
Holding Since
Sep 2021
20 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, 2026DT Investment Partners, LLC holds $911,633 across 3 Insurance - Diversified names. BRK-B ranks #1 (98.3% of the industry book) .
All Filings in BRK-B
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,198 | 1,791 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $858,247 | 1,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $890,695 | 1,772 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $887,838 | 1,766 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $857,869 | 1,766 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $943,198 | 1,771 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $802,758 | 1,771 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,256,048 | 2,729 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,042,628 | 2,563 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $638,348 | 1,518 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $541,409 | 1,518 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $527,201 | 1,505 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $513,205 | 1,505 | Shares | Other | 2023-08-28 | |
| 2023-03-31 | $464,698 | 1,505 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $456,244 | 1,477 | Shares | Other | 2023-01-31 | |
| 2022-09-30 | $394,388 | 1,477 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $814,145 | 2,982 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,047,083 | 2,967 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $525,941 | 1,759 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $667,884 | 2,447 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||