Position in BRK-B
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$35,224,954
+$5,531,453 QoQ
Shares Held
70,395
+32.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#673
of 4,965 holders
Holding Since
Dec 2022
15 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $36,064,505 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.7% of the industry book) .
All Filings in BRK-B
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,224,954 | 70,395 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 BRK-A | $4,308,840 | 6 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $25,384,661 | 52,973 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BRK-A | $4,528,800 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-12-31 | $26,082,508 | 51,890 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 BRK-A | $4,525,200 | 6 | Shares | Sole | 2025-10-22 | |
| 2025-09-30 | $26,112,315 | 51,940 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 BRK-A | $4,372,800 | 6 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $23,728,892 | 48,848 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 BRK-A | $4,790,652 | 6 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $25,611,772 | 48,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 BRK-A | $4,085,520 | 6 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $21,476,859 | 47,381 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 BRK-A | $4,147,080 | 6 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $22,516,839 | 48,922 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 BRK-A | $3,673,446 | 6 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $19,654,542 | 48,315 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BRK-A | $1,903,320 | 3 | Shares | Sole | 2024-04-10 | |
| 2024-03-31 | $17,184,970 | 40,866 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-01-09 | |
| 2023-12-31 | $14,164,038 | 39,713 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 | $12,801,713 | 36,545 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-07-19 | |
| 2023-06-30 | $9,935,376 | 29,136 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $2,544,264 | 8,240 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $2,177,436 | 7,049 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||