Position in BRK-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,178,977
-$1,432,183 QoQ
Shares Held
6,353
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,283
of 4,965 holders
Holding Since
Mar 2021
19 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, 2026Activest Wealth Management holds $3,182,517 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.9% of the industry book) .
All Filings in BRK-B
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,178,977 | 6,353 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-15 | |
| 2026-03-31 | $3,893,020 | 8,124 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-12-31 | $2,288,062 | 4,552 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,098,939 | 4,175 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,909,561 | 3,931 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,189,436 | 4,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,261,931 | 2,784 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,163,997 | 2,529 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $947,844 | 2,330 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,376,782 | 3,274 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $722,668 | 2,063 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 BRK-A | $407,859 | 2,052 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $729,932 | 2,364 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $653,609 | 2,394 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $830,750 | 2,354 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $703,846 | 2,354 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $819,365 | 3,002 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $654,223 | 2,354 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $757,979 | 2,967 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||