Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,340,338
+$259,797 QoQ
Shares Held
22,663
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,255
of 4,965 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $13,425,854 across 3 Insurance - Diversified names. BRK-B ranks #1 (84.5% of the industry book) .
All Filings in BRK-B
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,340,338 | 22,663 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,080,541 | 23,123 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,060,081 | 23,993 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,473,784 | 32,768 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,627,421 | 34,229 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,453,734 | 38,405 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $29,290,500 | 64,619 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $619,509 | 1,346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,356 | 23 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||