Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$149,350,402
+$19,681,278 QoQ
Shares Held
298,468
+10.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#267
of 4,965 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026NEOS Investment Management LLC holds $167,570,924 across 4 Insurance - Diversified names. BRK-B ranks #1 (89.1% of the industry book) .
All Filings in BRK-B
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,350,402 | 298,468 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $129,669,124 | 270,595 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $121,496,535 | 241,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $101,612,299 | 202,117 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $70,802,434 | 145,753 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $63,150,140 | 118,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,542,983 | 96,062 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $35,344,746 | 76,793 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,963,282 | 61,365 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,359,058 | 46,036 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,203,967 | 25,806 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,088,213 | 17,380 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||