Position in BRK-B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,116,649
-$1,008,033 QoQ
Shares Held
4,230
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,688
of 4,965 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Net Worth Advisory Group holds $3,128,457 across 3 Insurance - Diversified names. BRK-B ranks #1 (67.7% of the industry book) .
All Filings in BRK-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,649 | 4,230 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $2,406,542 | 5,022 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $2,544,414 | 5,062 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-15 | |
| 2025-09-30 | $2,358,353 | 4,691 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-22 | |
| 2025-06-30 | $2,606,641 | 5,366 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $1,009,239 | 1,895 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $863,951 | 1,906 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $878,636 | 1,909 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||