Position in BRK-B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,179,934
+$431,090 QoQ
Shares Held
20,344
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,324
of 4,950 holders
Holding Since
Jun 2020
25 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, 2026Trust Asset Management LLC holds $11,493,365 across 4 Insurance - Diversified names. BRK-B ranks #1 (88.6% of the industry book) .
All Filings in BRK-B
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,179,934 | 20,344 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,748,844 | 20,344 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,225,911 | 20,344 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,607,311 | 21,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,249,261 | 21,099 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,236,905 | 21,099 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,460,860 | 20,872 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,606,546 | 20,872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,490,729 | 20,872 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,777,093 | 20,872 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,444,207 | 20,872 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,311,461 | 20,872 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,117,352 | 20,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,444,647 | 20,872 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,346,350 | 20,545 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,485,925 | 20,545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,261,368 | 19,271 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,394,023 | 18,118 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,252,533 | 17,567 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,794,736 | 17,567 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,761,047 | 17,131 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,994,273 | 15,635 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,979,065 | 12,848 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,108,744 | 9,903 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $983,947 | 5,512 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||