Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$548,926
-$6,872,978 QoQ
Shares Held
1,097
-86.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#4,074
of 4,965 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $594,975 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.3% of the industry book) .
All Filings in BRK-B
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,926 | 1,097 | Shares | Other | 2026-08-10 | |
| 2026-03-31 BRK-A | $3,590,700 | 5 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $3,831,204 | 7,995 | Shares | Other | 2026-05-08 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $4,021,702 | 8,001 | Shares | Other | 2026-02-06 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $4,065,657 | 8,087 | Shares | Other | 2025-11-07 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $3,896,846 | 8,022 | Shares | Other | 2025-08-07 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $4,458,759 | 8,372 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,795,313 | 8,373 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $4,298,367 | 9,339 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $3,799,918 | 9,341 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $3,955,831 | 9,407 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,272,993 | 6,373 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $2,267,141 | 6,472 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $2,293,907 | 6,727 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,069,993 | 6,704 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $2,159,210 | 6,990 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,282,219 | 8,547 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,294,733 | 8,405 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,982,442 | 8,451 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,614,301 | 5,399 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $286,041 | 1,048 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $289,592 | 1,042 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $234,652 | 1,012 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||