Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,971,050
+$318,914 QoQ
Shares Held
21,925
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#147
of 930 holders
Holding Since
Mar 2021
22 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, 2026Spire Wealth Management holds $11,816,856 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.8% of the industry book) .
All Filings in BRK-B
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,971,050 | 21,925 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,652,136 | 22,229 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,610,209 | 23,098 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,789,152 | 27,428 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,584,272 | 30,023 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,998,031 | 39,427 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,318,986 | 36,002 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,782,605 | 38,636 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,973,986 | 34,351 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,709,362 | 39,735 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,623,491 | 43,805 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,003,592 | 39,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,334,652 | 36,172 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,965,966 | 35,515 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,427,664 | 40,232 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,255,170 | 38,406 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,967,719 | 65,811 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,496,631 | 43,911 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,608,409 | 58,891 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $11,571,837 | 42,397 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $11,792,979 | 42,433 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $32,616,110 | 127,671 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||