Position in BRK-B
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,104,562,385
+$1,101,982,374 QoQ
Shares Held
2,207,403
+40899.3% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#2
of 1,715 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$827,576
PutShares
1,968
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,129,113,309 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.8% of the industry book) .
All Filings in BRK-B
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,562,385 | 2,207,403 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $2,580,011 | 5,384 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $2,612,271 | 5,197 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,823,386 | 5,616 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $2,659,590 | 5,475 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,965,404 | 5,568 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $2,203,846 | 4,862 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $894,744 | 1,944 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $774,547 | 1,904 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $827,576 | 1,968 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $726,158 | 2,036 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $722,667 | 2,063 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $727,694 | 2,134 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $678,985 | 2,199 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $750,008 | 2,428 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $648,590 | 2,429 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $661,253 | 2,422 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,473,045 | 4,174 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $1,248,026 | 4,174 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $1,129,425 | 4,138 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,139,749 | 4,101 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $965,676 | 3,780 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $767,025 | 3,308 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||