Position in BRK-B
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$822,640
+$31,961 QoQ
Shares Held
1,644
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,661
of 4,965 holders
Holding Since
Jun 2023
13 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, 2026Cape Investment Advisory, Inc. holds $845,517 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.3% of the industry book) .
All Filings in BRK-B
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,640 | 1,644 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $790,679 | 1,650 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $853,499 | 1,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $384,595 | 765 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $792,290 | 1,631 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $836,150 | 1,570 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $677,200 | 1,494 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $618,129 | 1,343 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $405,172 | 996 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $414,632 | 986 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $385,549 | 1,081 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $391,635 | 1,118 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,525 | 25 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||