Position in BRK-B
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$51,600,717
-$12,093,987 QoQ
Shares Held
103,121
-1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
16.76%
of 13F equity value
Holder Rank
#538
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, 2026JFS WEALTH ADVISORS, LLC holds $54,617,526 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
103,121 | $51,600,717 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
28,189 | $2,736,024 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,309 | $173,468 | |
| 4 | SLF |
Sun Life Financial Inc
|
928 | $72,773 | |
| 5 | AIG |
American International Group, Inc.
|
413 | $30,780 | |
| 6 | AEG |
Aegon Ltd.
|
446 | $3,764 |
All Filings in BRK-B
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,600,717 | 103,121 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 BRK-A | $13,644,660 | 19 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $50,050,044 | 104,445 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 BRK-A | $14,341,200 | 19 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $53,395,001 | 106,227 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 BRK-A | $14,329,800 | 19 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $52,435,782 | 104,300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BRK-A | $13,847,200 | 19 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $51,097,174 | 105,188 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BRK-A | $15,170,398 | 19 | Shares | Sole | 2025-04-22 | |
| 2025-03-31 | $56,389,570 | 105,880 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $48,289,731 | 106,534 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $49,499,582 | 107,547 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $36,443,584 | 89,586 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $38,221,062 | 90,890 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $32,712,855 | 91,720 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,488,436 | 98,454 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $33,280,918 | 97,598 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $30,314,421 | 98,178 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $30,908,225 | 100,059 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,669,690 | 99,879 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $27,001,951 | 98,901 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,114,045 | 96,665 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $29,229,642 | 97,758 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $26,982,575 | 98,859 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $27,074,966 | 97,420 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $24,762,451 | 96,929 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $23,490,054 | 101,307 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $21,737,979 | 102,085 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $18,360,467 | 102,854 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $18,389,955 | 100,585 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||