Position in BRK-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,675,585
-$2,452,271 QoQ
Shares Held
5,347
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#2,440
of 4,950 holders
Holding Since
Dec 2020
23 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, 2026Abacus Wealth Partners, LLC holds $4,165,860 across 3 Insurance - Diversified names. BRK-B ranks #1 (64.2% of the industry book) .
All Filings in BRK-B
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675,585 | 5,347 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 BRK-A | $2,154,420 | 3 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $2,973,436 | 6,205 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,061,870 | 4,102 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,961,188 | 3,901 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,774,517 | 3,653 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,885,333 | 3,540 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,603,704 | 3,538 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,535,427 | 3,336 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,011,626 | 4,945 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,178,714 | 5,181 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,875,674 | 5,259 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,560,586 | 4,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,385,483 | 4,063 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,254,532 | 4,063 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $1,255,060 | 4,063 | Shares | Sole | 2023-06-01 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2023-05-31 | |
| 2022-09-30 | $1,522,815 | 5,703 | Shares | Sole | 2023-05-31 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2023-05-31 | |
| 2022-06-30 | $1,503,248 | 5,506 | Shares | Sole | 2023-05-31 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2023-05-31 | |
| 2022-03-31 | $2,129,106 | 6,033 | Shares | Sole | 2023-05-31 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2023-05-31 | |
| 2021-12-31 | $1,806,857 | 6,043 | Shares | Sole | 2023-05-31 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2023-05-31 | |
| 2021-09-30 | $1,648,830 | 6,041 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 | $1,862,341 | 6,701 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 | $1,741,028 | 6,815 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 BRK-A | $1,043,445 | 3 | Shares | Sole | 2023-05-31 | |
| 2020-12-31 | $1,717,924 | 7,409 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||