Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,476,047
-$522,189 QoQ
Shares Held
12,942
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,670
of 4,965 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Colonial Trust Co / SC holds $6,497,906 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.7% of the industry book) .
All Filings in BRK-B
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,476,047 | 12,942 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,998,236 | 14,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,418,611 | 14,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,348,047 | 14,616 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,908,620 | 14,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,498,726 | 14,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,449,267 | 14,228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,002,710 | 13,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,176,936 | 12,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,200,991 | 12,368 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,410,100 | 12,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,980,458 | 11,363 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,968,558 | 11,638 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,340,273 | 10,818 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,353,418 | 10,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,929,476 | 10,971 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||