Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,063,902
+$902,855 QoQ
Shares Held
24,109
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,212
of 4,965 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Legacy Advisors, LLC holds $13,273,089 across 3 Insurance - Diversified names. BRK-B ranks #1 (90.9% of the industry book) .
All Filings in BRK-B
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,063,902 | 24,109 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,161,047 | 23,291 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,920,344 | 23,715 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,174,904 | 22,228 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $13,803,408 | 25,918 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,763,522 | 25,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,206,410 | 24,348 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,314,842 | 13,065 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,396,533 | 12,833 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,548,841 | 12,754 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,048,767 | 11,558 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,840,342 | 11,262 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,593,465 | 11,638 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,532,271 | 11,435 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,968,461 | 11,117 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,958,717 | 10,837 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,871,069 | 10,969 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $3,139,500 | 10,500 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||