Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,375,145
+$483,797 QoQ
Shares Held
24,731
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#1,194
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, 2026Winch Advisory Services, LLC holds $12,376,989 across 2 Insurance - Diversified names. BRK-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
24,731 | $12,375,145 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
19 | $1,844 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,375,145 | 24,731 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,891,348 | 24,815 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,499,900 | 24,868 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,563,472 | 24,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,004,834 | 24,713 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,473,741 | 25,299 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,571,331 | 25,528 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,891,277 | 25,836 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,590,631 | 26,034 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,930,996 | 25,994 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,208,247 | 25,818 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,989,398 | 25,662 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,709,140 | 25,540 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,919,332 | 25,648 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,896,719 | 25,564 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,991,651 | 26,184 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,272,433 | 26,637 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,780,194 | 27,713 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,530,171 | 28,529 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,694,178 | 28,190 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,768,975 | 27,954 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,039,475 | 27,555 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $6,209,246 | 26,779 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,699,552 | 26,766 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,835,657 | 27,089 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,506,050 | 13,707 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||