Position in BRK-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,269,665
+$762,130 QoQ
Shares Held
14,528
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#1,572
of 4,965 holders
Holding Since
Dec 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $8,215,978 across 4 Insurance - Diversified names. BRK-B ranks #1 (88.5% of the industry book) .
All Filings in BRK-B
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,269,665 | 14,528 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,507,535 | 13,580 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $6,001,138 | 11,939 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $4,850,435 | 9,648 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-30 | |
| 2025-06-30 | $4,733,828 | 9,745 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 BRK-A | $17,565,724 | 22 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $9,018,708 | 16,934 | Shares | Other | 2025-05-07 | |
| 2024-12-31 BRK-A | $22,470,360 | 33 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $7,389,823 | 16,303 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 BRK-A | $22,808,940 | 33 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $7,421,691 | 16,125 | Shares | Other | 2024-11-07 | |
| 2024-06-30 BRK-A | $20,203,953 | 33 | Shares | Sole | 2024-08-01 | |
| 2024-06-30 | $8,324,755 | 20,464 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 BRK-A | $20,936,520 | 33 | Shares | Sole | 2024-04-22 | |
| 2024-03-31 | $8,604,680 | 20,462 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 BRK-A | $17,906,625 | 33 | Shares | Sole | 2024-01-22 | |
| 2023-12-31 | $6,909,574 | 19,373 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 BRK-A | $17,007,264 | 32 | Shares | Sole | 2023-10-11 | |
| 2023-09-30 | $6,888,999 | 19,666 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 BRK-A | $16,569,920 | 32 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 | $6,694,512 | 19,632 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 BRK-A | $14,899,200 | 32 | Shares | Sole | 2023-04-13 | |
| 2023-03-31 | $5,936,412 | 19,226 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 BRK-A | $14,998,752 | 32 | Shares | Sole | 2023-01-27 | |
| 2022-12-31 | $5,377,640 | 17,409 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 BRK-A | $13,007,040 | 32 | Shares | Sole | 2022-11-15 | |
| 2022-09-30 | $3,386,347 | 12,682 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 BRK-A | $13,495,350 | 33 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,966,362 | 10,865 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 BRK-A | $15,338,709 | 29 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $3,560,156 | 10,088 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 BRK-A | $7,661,254 | 17 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $2,565,121 | 8,579 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||