Position in BRK-B
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,956,142
+$296,311 QoQ
Shares Held
11,903
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,729
of 4,965 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $7,156,901 across 4 Insurance - Diversified names. BRK-B ranks #1 (83.2% of the industry book) .
All Filings in BRK-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,956,142 | 11,903 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,659,831 | 11,811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,477,879 | 10,898 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,255,643 | 10,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,038,406 | 10,372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,226,207 | 9,813 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,341,969 | 9,579 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,322,301 | 9,391 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,771,442 | 9,271 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,769,961 | 8,965 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,119,705 | 8,747 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,105,409 | 8,865 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,825,526 | 8,286 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,231,172 | 7,226 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,753,934 | 5,678 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||