Position in BRK-B
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,879,082
-$3,341,259 QoQ
Shares Held
11,749
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.62%
of 13F equity value
Holder Rank
#1,738
of 4,965 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $5,983,418 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.3% of the industry book) .
All Filings in BRK-B
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,879,082 | 11,749 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 BRK-A | $3,590,700 | 5 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $5,629,641 | 11,748 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $6,647,043 | 13,224 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-10-24 | |
| 2025-09-30 | $6,626,615 | 13,181 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $6,556,437 | 13,497 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $7,367,711 | 13,834 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,834,166 | 12,871 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,102,587 | 13,259 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,454,781 | 13,409 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,696,784 | 13,547 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,868,052 | 13,649 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,816,274 | 13,749 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,413,904 | 12,944 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,056,620 | 13,138 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,640,695 | 11,786 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,082,211 | 11,543 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-03 | |
| 2022-06-30 | $2,796,543 | 10,243 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $3,337,822 | 9,458 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-02 | |
| 2021-12-31 | $2,827,942 | 9,458 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $2,611,489 | 9,568 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-07-29 | |
| 2021-06-30 | $2,463,204 | 8,863 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-03 | |
| 2021-03-31 | $2,336,273 | 9,145 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $1,959,533 | 8,451 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $1,849,596 | 8,686 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||