Position in BRK-B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,715,174
+$312,285 QoQ
Shares Held
9,423
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,926
of 4,950 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Dec 31, 2023CallValue
$35,666
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Portside Wealth Group, LLC holds $6,405,190 across 3 Insurance - Diversified names. BRK-B ranks #1 (73.6% of the industry book) .
All Filings in BRK-B
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,715,174 | 9,423 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $4,402,889 | 9,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,763,110 | 9,476 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,601,075 | 9,152 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,371,929 | 9,000 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,849,673 | 9,106 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $3,847,893 | 8,489 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $3,513,623 | 7,634 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,890,720 | 7,106 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $2,985,692 | 7,100 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $35,666 | 100 | Call | Other | 2024-01-16 | |
| 2023-12-31 | $2,662,823 | 7,466 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $35,030 | 100 | Call | Other | 2023-10-27 | |
| 2023-09-30 | $2,758,962 | 7,876 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,647,865 | 7,765 | Shares | Other | 2023-09-01 | |
| 2023-06-30 | $34,100 | 100 | Call | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||