Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$65,491,543
-$8,079,843 QoQ
Shares Held
130,881
-6.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#454
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, 2026Prospera Financial Services Inc holds $66,798,875 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.0% of the industry book) .
All Filings in BRK-B
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49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,491,543 | 130,881 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 BRK-A | $6,463,260 | 9 | Shares | Sole | 2026-04-14 | |
| 2026-03-31 | $67,108,126 | 140,042 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $77,802,680 | 154,785 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $78,177,578 | 155,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 BRK-A | $5,830,400 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $77,981,629 | 160,532 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 BRK-A | $5,589,094 | 7 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $22,532,394 | 42,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $4,766,440 | 7 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $18,348,774 | 40,480 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 BRK-A | $4,838,260 | 7 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $17,013,050 | 36,964 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 BRK-A | $3,673,446 | 6 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $14,566,287 | 35,807 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $3,806,640 | 6 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,013,408 | 33,324 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 BRK-A | $3,255,750 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $11,766,926 | 32,992 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $1,062,954 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $11,663,238 | 33,295 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $10,752,071 | 31,531 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $7,085,345 | 22,947 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-08 | |
| 2022-12-31 | $6,561,036 | 21,240 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,868,031 | 21,976 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,245,187 | 15,549 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $5,357,526 | 15,181 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $4,280,783 | 14,317 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $3,753,743 | 13,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $3,856,973 | 13,878 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-06 | |
| 2021-03-31 | $3,571,981 | 13,982 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $2,833,915 | 12,222 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-04 | |
| 2020-09-30 | $137,559 | 646 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $1,828,656 | 10,244 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $1,705,986 | 9,331 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||