Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$671,523
+$72,523 QoQ
Shares Held
1,342
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#3,872
of 4,965 holders
Holding Since
Jun 2025
5 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, 2026Davis Investment Partners, LLC holds $1,520,223 across 3 Insurance - Diversified names. BRK-B ranks #1 (44.2% of the industry book) .
All Filings in BRK-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,523 | 1,342 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $599,000 | 1,250 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $628,312 | 1,250 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $628,425 | 1,250 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $607,212 | 1,250 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||