Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,352,928
+$1,109,459 QoQ
Shares Held
34,692
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#924
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, 2026Joel Isaacson & Co., LLC holds $20,826,827 across 2 Insurance - Diversified names. BRK-B ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
34,692 | $20,352,928 | |
| 2 | PLGO |
Pelagos Insurance Capital Ltd
|
19,462 | $473,899 |
All Filings in BRK-B
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $2,995,400 | 4 | Shares | Sole | 2026-08-04 | |
| 2026-06-30 | $17,357,528 | 34,688 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 BRK-A | $2,872,560 | 4 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $16,370,909 | 34,163 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 BRK-A | $3,019,200 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-12-31 | $17,366,557 | 34,550 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-10-30 | |
| 2025-09-30 | $16,187,222 | 32,198 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $15,220,631 | 31,333 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 BRK-A | $3,193,768 | 4 | Shares | Sole | 2025-04-25 | |
| 2025-03-31 | $14,727,434 | 27,653 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,357,836 | 25,057 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,461,854 | 24,903 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,108,166 | 24,848 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,759,845 | 25,587 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,182,211 | 25,745 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,430,670 | 24,067 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,188,433 | 24,013 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,332,563 | 20,509 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,373,533 | 20,633 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,230,120 | 19,587 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,484,152 | 20,087 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,112,342 | 22,987 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,784,908 | 22,692 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,029,790 | 22,092 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,000,848 | 21,592 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,406,256 | 21,162 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,622,792 | 19,937 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,028,824 | 18,920 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,198,899 | 17,920 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,194,405 | 17,472 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||