Position in BRK-B
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$52,460,887
-$2,664,599 QoQ
Shares Held
104,840
-3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
6.14%
of 13F equity value
Holder Rank
#530
of 4,966 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, 2026Avior Wealth Management, LLC holds $53,869,302 across 3 Insurance - Diversified names. BRK-B ranks #1 (97.4% 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 | $52,460,887 | 104,840 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 BRK-A | $2,872,560 | 4 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $52,252,926 | 109,042 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-01-06 | |
| 2025-12-31 | $54,700,383 | 108,824 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $56,205,326 | 111,798 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $59,440,274 | 122,363 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-04-21 | |
| 2025-03-31 | $65,491,895 | 122,971 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 BRK-A | $3,404,600 | 5 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $57,353,064 | 126,529 | Shares | Other | 2025-01-17 | |
| 2024-09-30 BRK-A | $2,764,720 | 4 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $56,727,044 | 123,250 | Shares | Other | 2024-11-08 | |
| 2024-06-30 BRK-A | $2,448,964 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $49,578,750 | 121,875 | Shares | Other | 2024-08-13 | |
| 2024-03-31 BRK-A | $6,344,400 | 10 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $51,551,966 | 122,591 | Shares | Other | 2024-04-30 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $42,571,294 | 119,361 | Shares | Other | 2024-01-30 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-10-17 | |
| 2023-09-30 | $42,280,159 | 120,697 | Shares | Other | 2023-10-17 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-07-19 | |
| 2023-06-30 | $42,102,247 | 123,467 | Shares | Other | 2023-07-19 | |
| 2023-03-31 BRK-A | $1,396,800 | 3 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $38,205,037 | 123,733 | Shares | Other | 2023-05-10 | |
| 2022-12-31 BRK-A | $1,406,133 | 3 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $38,282,285 | 123,931 | Shares | Other | 2023-02-14 | |
| 2022-09-30 BRK-A | $1,219,410 | 3 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $33,068,023 | 123,841 | Shares | Other | 2022-10-26 | |
| 2022-06-30 BRK-A | $1,226,850 | 3 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $33,583,643 | 123,008 | Shares | Other | 2022-08-10 | |
| 2022-03-31 BRK-A | $1,586,763 | 3 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $42,715,872 | 121,039 | Shares | Other | 2022-05-13 | |
| 2021-12-31 BRK-A | $1,351,986 | 3 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $35,804,951 | 119,749 | Shares | Other | 2022-02-14 | |
| 2021-09-30 BRK-A | $822,758 | 2 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $49,183,241 | 180,198 | Shares | Other | 2021-11-02 | |
| 2021-06-30 BRK-A | $837,202 | 2 | Shares | Sole | 2021-07-27 | |
| 2021-06-30 | $14,841,483 | 53,402 | Shares | Other | 2021-07-27 | |
| 2021-03-31 BRK-A | $1,542,808 | 4 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $12,705,544 | 49,734 | Shares | Other | 2021-05-11 | |
| 2020-12-31 BRK-A | $1,391,260 | 4 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $11,567,298 | 49,887 | Shares | Other | 2021-02-09 | |
| 2020-09-30 BRK-A | $1,280,004 | 4 | Shares | Sole | 2020-10-20 | |
| 2020-09-30 | $10,585,459 | 49,711 | Shares | Other | 2020-10-20 | |
| 2020-06-30 BRK-A | $1,069,200 | 4 | Shares | Sole | 2020-07-02 | |
| 2020-06-30 | $8,705,754 | 48,769 | Shares | Other | 2020-07-02 | |
| 2020-03-31 BRK-A | $544,000 | 2 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||