Position in BRK-B
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,143,940
-$167,244 QoQ
Shares Held
4,474
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $2,190,145 across 6 Insurance - Diversified names. BRK-B ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
4,474 | $2,143,940 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
207 | $19,869 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
122 | $16,498 | |
| 4 | AIG |
American International Group, Inc.
|
112 | $8,428 | |
| 5 | AEG |
Aegon Ltd.
|
126 | $914 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
12 | $496 |
All Filings in BRK-B
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,143,940 | 4,474 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,311,184 | 4,598 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,180,333 | 6,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,404,561 | 4,950 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,537,211 | 4,764 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,063,330 | 4,552 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,870,956 | 4,065 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,441,699 | 3,544 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,489,902 | 3,543 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,283,262 | 3,598 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,285,951 | 3,671 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,248,401 | 3,661 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,111,880 | 3,601 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,113,584 | 3,605 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $990,911 | 3,711 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $907,791 | 3,325 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,150,133 | 3,259 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,003,145 | 3,355 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $956,381 | 3,504 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,036,919 | 3,731 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,010,383 | 3,955 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $916,118 | 3,951 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $953,971 | 4,480 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $805,794 | 4,514 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $878,315 | 4,804 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||