Position in BRK-B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,369,302
+$213,707 QoQ
Shares Held
18,724
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,372
of 4,965 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $9,458,521 across 2 Insurance - Diversified names. BRK-B ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
18,724 | $9,369,302 | |
| 2 | AEG |
Aegon Ltd.
|
10,571 | $89,219 |
All Filings in BRK-B
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42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,369,302 | 18,724 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,155,595 | 19,106 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,178,159 | 20,249 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,083,456 | 20,057 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $10,092,843 | 20,777 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $10,971,148 | 20,600 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $9,319,436 | 20,560 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-11-04 | |
| 2024-09-30 | $9,511,272 | 20,665 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-02 | |
| 2024-06-30 | $8,370,723 | 20,577 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-29 | |
| 2024-03-31 | $8,626,126 | 20,513 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-22 | |
| 2023-12-31 | $7,232,708 | 20,279 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-12 | |
| 2023-09-30 | $7,088,320 | 20,235 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-13 | |
| 2023-06-30 | $6,825,797 | 20,017 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-04-12 | |
| 2023-03-31 | $5,902,756 | 19,117 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $5,712,487 | 18,493 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-19 | |
| 2022-09-30 | $4,642,943 | 17,388 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-07-15 | |
| 2022-06-30 | $4,673,829 | 17,119 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $5,864,305 | 16,617 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-01-21 | |
| 2021-12-31 | $4,525,365 | 15,135 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-10-26 | |
| 2021-09-30 | $3,871,380 | 14,184 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-07-29 | |
| 2021-06-30 | $3,497,345 | 12,584 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-04-23 | |
| 2021-03-31 | $1,882,813 | 7,370 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,328,151 | 5,728 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||