Position in BRK-B
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,026,697
+$556,150 QoQ
Shares Held
12,044
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,715
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $7,272,753 across 2 Insurance - Diversified names. BRK-B ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
12,044 | $6,026,697 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
12,838 | $1,246,056 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,026,697 | 12,044 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,470,547 | 11,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,599,018 | 11,139 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,306,420 | 10,555 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,433,337 | 11,185 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,659,727 | 10,627 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,113,062 | 9,074 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,111,502 | 8,933 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,545,262 | 8,715 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,117,735 | 7,414 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,568,665 | 7,202 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,530,917 | 7,225 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,449,062 | 7,182 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,230,863 | 7,225 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,171,258 | 7,029 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,825,081 | 6,835 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,843,977 | 6,754 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,142,869 | 6,072 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,796,990 | 6,010 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,639,004 | 6,005 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,624,164 | 5,844 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,469,463 | 5,752 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,317,021 | 5,680 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,198,000 | 5,626 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $963,775 | 5,399 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $958,394 | 5,242 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||