Position in BRK-B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,560,554
+$512,273 QoQ
Shares Held
9,114
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#1,965
of 4,965 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $4,582,785 across 3 Insurance - Diversified names. BRK-B ranks #1 (99.5% of the industry book) .
All Filings in BRK-B
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,560,554 | 9,114 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,048,281 | 8,448 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,989,030 | 7,936 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,448,293 | 6,859 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,045,777 | 6,270 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,064,465 | 5,754 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,634,010 | 5,811 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,662,143 | 5,784 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,234,552 | 5,493 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,636,239 | 6,269 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,308,660 | 6,473 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,112,309 | 6,030 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,084,533 | 6,113 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,948,647 | 6,311 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-01-06 | |
| 2022-12-31 | $1,990,551 | 6,444 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-11 | |
| 2022-09-30 | $1,392,242 | 5,214 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-07-06 | |
| 2022-06-30 | $2,044,919 | 7,490 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,633,414 | 7,462 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $2,115,804 | 7,613 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,655,701 | 6,481 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,411,624 | 6,088 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||