Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$632,492
+$26,784 QoQ
Shares Held
1,264
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#3,925
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $635,209 across 2 Insurance - Diversified names. BRK-B ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
1,264 | $632,492 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
28 | $2,717 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,492 | 1,264 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $605,708 | 1,264 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $630,825 | 1,255 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $630,938 | 1,255 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $618,385 | 1,273 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $677,974 | 1,273 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $577,025 | 1,273 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $426,661 | 927 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $377,103 | 927 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $389,822 | 927 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $330,623 | 927 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $324,728 | 927 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $377,487 | 1,107 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $341,808 | 1,107 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $341,025 | 1,104 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $294,790 | 1,104 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $336,906 | 1,234 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $435,490 | 1,234 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $415,012 | 1,388 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $382,388 | 1,401 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $391,867 | 1,410 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $360,723 | 1,412 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $352,442 | 1,520 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $363,701 | 1,708 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $302,395 | 1,694 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $309,714 | 1,694 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||