Position in BRK-B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,580,233
+$2,173,239 QoQ
Shares Held
17,650
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,357
of 4,950 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $9,928,775 across 2 Insurance - Diversified names. BRK-B ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
17,650 | $9,580,233 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,591 | $348,542 |
All Filings in BRK-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $8,831,383 | 17,649 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,406,994 | 15,457 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,481,213 | 16,873 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,888,140 | 9,723 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,811,836 | 7,847 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,044,412 | 7,594 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,422,717 | 7,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,371,863 | 7,326 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,808,954 | 6,905 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,909,997 | 6,920 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,295,819 | 6,437 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,136,479 | 6,099 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,924,945 | 5,645 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,813,097 | 5,872 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||