Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,542,319
-$3,613,755 QoQ
Shares Held
11,076
-42.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,783
of 4,965 holders
Holding Since
Dec 2022
15 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, 2026Gateway Wealth Partners, LLC holds $6,251,254 across 3 Insurance - Diversified names. BRK-B ranks #1 (88.7% of the industry book) .
All Filings in BRK-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,542,319 | 11,076 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,156,074 | 19,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,118,167 | 4,214 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,108,994 | 4,195 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,907,618 | 3,927 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,499,745 | 2,816 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,278,702 | 2,821 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $768,173 | 1,669 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $721,256 | 1,773 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $660,636 | 1,571 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $617,021 | 1,730 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,488,531 | 7,104 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,288,451 | 6,711 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,989,713 | 6,444 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,904,677 | 6,166 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||