Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,027,802
+$2,524,579 QoQ
Shares Held
16,546
+21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,389
of 4,950 holders
Holding Since
Dec 2023
11 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, 2026Simplicity Wealth,LLC holds $9,812,219 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.0% of the industry book) .
All Filings in BRK-B
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $8,278,952 | 16,545 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,503,223 | 13,571 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,049,392 | 12,035 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,501,433 | 12,932 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,030,950 | 18,591 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,964,710 | 9,322 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,965,682 | 10,955 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,466,653 | 14,050 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-10 | |
| 2024-06-30 | $26,806,899 | 65,897 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-24 | |
| 2024-03-31 | $28,144,983 | 66,929 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $230,402 | 646 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||