Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,151,387
+$655,081 QoQ
Shares Held
27,791
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,031
of 4,965 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $16,908,065 across 4 Insurance - Diversified names. BRK-B ranks #1 (95.5% 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 BRK-A | $2,246,550 | 3 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $13,904,837 | 27,788 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $2,154,420 | 3 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $13,341,886 | 27,842 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $2,264,400 | 3 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $13,947,532 | 27,748 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BRK-A | $2,262,600 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $14,071,189 | 27,989 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 BRK-A | $2,186,400 | 3 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $12,480,402 | 25,692 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $12,718,010 | 23,880 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $10,211,491 | 22,528 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $9,114,528 | 19,803 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $6,967,670 | 17,128 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $6,201,828 | 14,748 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-31 | |
| 2023-12-31 | $4,184,335 | 11,732 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $2,833,927 | 8,090 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-10 | |
| 2023-06-30 | $2,429,625 | 7,125 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $2,012,871 | 6,519 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $718,192 | 2,325 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||