Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,318,322
+$815,155 QoQ
Shares Held
37,111
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#947
of 4,950 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026IHT Wealth Management, LLC holds $20,279,604 across 3 Insurance - Diversified names. BRK-B ranks #1 (95.3% 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 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $18,569,472 | 37,110 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $17,785,027 | 37,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $18,922,761 | 37,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $19,198,635 | 38,188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $19,761,123 | 40,680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $21,143,958 | 39,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $17,089,109 | 37,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $19,907,165 | 43,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $14,802,231 | 36,387 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $12,282,548 | 29,208 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $12,778,771 | 35,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,295,179 | 35,099 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,195,371 | 32,831 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $9,992,105 | 32,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-15 | |
| 2022-12-31 | $10,180,108 | 32,956 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 BRK-A | $1,219,410 | 3 | Shares | Sole | 2022-11-22 | |
| 2022-09-30 | $8,596,441 | 32,194 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $8,470,445 | 31,025 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $10,743,992 | 30,444 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $6,816,602 | 22,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $6,812,309 | 24,959 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $7,851,239 | 28,250 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-18 | |
| 2021-03-31 | $6,414,851 | 25,110 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 BRK-A | $695,630 | 2 | Shares | Sole | 2021-02-17 | |
| 2020-12-31 | $3,709,919 | 16,000 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 BRK-A | $640,002 | 2 | Shares | Sole | 2020-11-19 | |
| 2020-09-30 | $3,348,268 | 15,724 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $2,425,772 | 13,589 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $3,635,208 | 19,883 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||