Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,366,064
+$57,848 QoQ
Shares Held
2,730
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#3,159
of 4,966 holders
Holding Since
Jun 2022
16 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, 2026CM WEALTH ADVISORS LLC holds $2,329,600 across 3 Insurance - Diversified names. BRK-B ranks #1 (58.6% of the industry book) .
All Filings in BRK-B
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,064 | 2,730 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,308,216 | 2,730 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,404,404 | 2,794 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $478,608 | 952 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $462,453 | 952 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $507,016 | 952 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $454,186 | 1,002 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $461,180 | 1,002 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $234,723 | 577 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $387,298 | 921 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $205,792 | 577 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $286,195 | 817 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $605,275 | 1,775 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $1,266,265 | 4,101 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $203,399 | 745 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||