Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,076,118
+$347,165 QoQ
Shares Held
4,149
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,702
of 4,950 holders
Holding Since
Sep 2024
8 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, 2026Betterment LLC holds $2,500,367 across 2 Insurance - Diversified names. BRK-B ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
4,149 | $2,076,118 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
4,371 | $424,249 |
All Filings in BRK-B
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,076,118 | 4,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,728,953 | 3,608 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,047,019 | 2,083 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $712,885 | 1,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $413,876 | 852 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $404,228 | 759 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $350,838 | 774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $313,437 | 681 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||