Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,788,230
+$702,092 QoQ
Shares Held
9,569
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,919
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 60%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $8,625,379 across 5 Insurance - Diversified names. BRK-B ranks #1 (55.5% of the industry book) .
All Filings in BRK-B
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47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,788,230 | 9,569 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,086,138 | 8,527 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $4,166,967 | 8,290 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,769,040 | 7,497 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,456,738 | 7,116 | Shares | Other | 2025-07-23 | |
| 2025-03-31 BRK-A | $2,395,326 | 3 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $3,585,327 | 6,732 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 BRK-A | $2,723,680 | 4 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $2,831,639 | 6,247 | Shares | Other | 2025-01-31 | |
| 2024-09-30 BRK-A | $2,764,720 | 4 | Shares | Sole | 2024-11-04 | |
| 2024-09-30 | $2,472,976 | 5,373 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 BRK-A | $2,448,964 | 4 | Shares | Sole | 2024-07-19 | |
| 2024-06-30 | $2,090,951 | 5,140 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 BRK-A | $2,537,760 | 4 | Shares | Sole | 2024-04-23 | |
| 2024-03-31 | $1,510,928 | 3,593 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 BRK-A | $2,170,500 | 4 | Shares | Sole | 2024-01-23 | |
| 2023-12-31 | $1,148,801 | 3,221 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 BRK-A | $2,125,908 | 4 | Shares | Sole | 2023-11-02 | |
| 2023-09-30 | $2,060,464 | 5,882 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 BRK-A | $2,071,240 | 4 | Shares | Sole | 2023-07-24 | |
| 2023-06-30 | $1,982,574 | 5,814 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 BRK-A | $1,862,400 | 4 | Shares | Other | 2023-05-02 | |
| 2023-03-31 | $3,205,958 | 10,383 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 BRK-A | $1,874,844 | 4 | Shares | Other | 2023-01-31 | |
| 2022-12-31 | $3,145,528 | 10,183 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 BRK-A | $1,219,410 | 3 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $795,719 | 2,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $761,725 | 2,790 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $984,618 | 2,790 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-08 | |
| 2021-12-31 | $368,667 | 1,233 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $455,536 | 1,669 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-02 | |
| 2021-06-30 | $679,236 | 2,444 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-04-22 | |
| 2021-03-31 | $624,368 | 2,444 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-01-28 | |
| 2020-12-31 | $566,690 | 2,444 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $540,441 | 2,538 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $487,867 | 2,733 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 BRK-A | $816,000 | 3 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $893,673 | 4,888 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||