Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,700,473
+$1,387,421 QoQ
Shares Held
61,856
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#723
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026Capital Investment Advisors, LLC holds $32,841,830 across 3 Insurance - Diversified names. BRK-B ranks #1 (96.5% 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 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $30,951,623 | 61,855 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $29,594,912 | 61,759 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-13 | |
| 2025-12-31 | $31,627,743 | 62,922 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $30,810,420 | 61,285 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $29,309,418 | 60,336 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 BRK-A | $2,395,326 | 3 | Shares | Sole | 2025-04-14 | |
| 2025-03-31 | $31,210,785 | 58,603 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 BRK-A | $2,042,760 | 3 | Shares | Sole | 2025-01-13 | |
| 2024-12-31 | $23,736,460 | 52,366 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 BRK-A | $2,073,540 | 3 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $22,872,160 | 49,694 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 BRK-A | $1,836,723 | 3 | Shares | Sole | 2024-07-12 | |
| 2024-06-30 | $19,368,154 | 47,611 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 BRK-A | $1,903,320 | 3 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $19,957,038 | 47,458 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-01-05 | |
| 2023-12-31 | $16,231,239 | 45,509 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-10-16 | |
| 2023-09-30 | $14,861,827 | 42,426 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-07-11 | |
| 2023-06-30 | $14,272,896 | 41,856 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 BRK-A | $1,396,800 | 3 | Shares | Sole | 2023-04-10 | |
| 2023-03-31 | $11,927,167 | 38,628 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 BRK-A | $1,874,844 | 4 | Shares | Sole | 2023-01-05 | |
| 2022-12-31 | $11,915,508 | 38,574 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 BRK-A | $1,625,880 | 4 | Shares | Sole | 2022-10-05 | |
| 2022-09-30 | $9,936,081 | 37,211 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 BRK-A | $1,635,800 | 4 | Shares | Sole | 2022-07-06 | |
| 2022-06-30 | $10,542,394 | 38,614 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 BRK-A | $2,115,684 | 4 | Shares | Sole | 2022-04-13 | |
| 2022-03-31 | $13,640,677 | 38,652 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 BRK-A | $1,802,648 | 4 | Shares | Sole | 2022-01-10 | |
| 2021-12-31 | $11,549,473 | 38,627 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 BRK-A | $1,645,516 | 4 | Shares | Sole | 2021-10-13 | |
| 2021-09-30 | $10,710,984 | 39,243 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 BRK-A | $1,674,404 | 4 | Shares | Sole | 2021-07-14 | |
| 2021-06-30 | $10,721,319 | 38,577 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 BRK-A | $1,542,808 | 4 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $9,775,559 | 38,265 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 BRK-A | $1,043,445 | 3 | Shares | Sole | 2021-01-21 | |
| 2020-12-31 | $8,950,645 | 38,602 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 BRK-A | $960,003 | 3 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $8,015,700 | 37,643 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 BRK-A | $801,900 | 3 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $6,322,110 | 35,416 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||