Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$152,691,168
-$8,150,566 QoQ
Shares Held
290,189
-10.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#262
of 4,950 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$300,234
CallShares
600
PutValue
$7,555,889
PutShares
15,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $156,470,395 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.6% of the industry book) .
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $7,488,500 | 10 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $145,202,668 | 290,179 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $7,555,889 | 15,100 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $300,234 | 600 | Call | Sole | 2026-08-07 | |
| 2026-03-31 BRK-A | $5,026,980 | 7 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $155,814,754 | 325,156 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $3,929,440 | 8,200 | Put | Sole | 2026-05-13 | |
| 2025-12-31 BRK-A | $5,283,600 | 7 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $5,428,620 | 10,800 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $161,567,290 | 321,431 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 BRK-A | $5,279,400 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $160,132,743 | 318,520 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $5,429,592 | 10,800 | Put | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $5,101,600 | 7 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $114,424,093 | 235,552 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 BRK-A | $6,387,536 | 8 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $3,781,318 | 7,100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $111,067,960 | 208,547 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 BRK-A | $4,085,520 | 6 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $87,027,038 | 191,994 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,580,912 | 7,900 | Put | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $2,764,720 | 4 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $80,728,221 | 175,397 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $416,944 | 9,200 | Put | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $2,448,964 | 4 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $70,505,354 | 173,317 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $3,579,840 | 8,800 | Put | Sole | 2024-08-15 | |
| 2024-03-31 BRK-A | $6,344,400 | 10 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $66,712,553 | 158,643 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $925,144 | 2,200 | Put | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $5,426,250 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,139,960 | 6,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $56,744,961 | 159,101 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 BRK-A | $5,314,770 | 10 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $1,751,500 | 5,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $50,887,730 | 145,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $1,841,400 | 5,400 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $48,644,673 | 142,653 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 BRK-A | $1,862,400 | 4 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $988,064 | 3,200 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $43,932,721 | 142,283 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,173,820 | 3,800 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $772,250 | 2,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $18,728,915 | 60,631 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,014,676 | 3,800 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $15,457,786 | 57,890 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $667,550 | 2,500 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $409,530 | 1,500 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $23,392,080 | 85,679 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||