Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,871,487
+$552,539 QoQ
Shares Held
39,712
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
7.34%
of 13F equity value
Holder Rank
#935
of 4,965 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $19,910,963 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.8% of the industry book) .
All Filings in BRK-B
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,871,487 | 39,712 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,318,948 | 40,315 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,076,343 | 39,941 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,132,223 | 40,045 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,678,542 | 40,510 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $24,030,009 | 45,120 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,910,905 | 39,514 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,177,968 | 39,495 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $15,978,290 | 39,278 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $16,682,869 | 39,672 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $14,103,406 | 39,543 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,926,877 | 39,757 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $13,407,779 | 39,319 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,331,656 | 39,938 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,352,911 | 39,990 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,413,512 | 38,999 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,725,590 | 39,285 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,211,273 | 45,936 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $12,279,930 | 41,070 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $11,336,562 | 41,535 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $11,983,354 | 43,118 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $11,728,883 | 45,911 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,215,143 | 52,681 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,594,975 | 59,148 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $11,477,300 | 64,295 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||