JPL Wealth Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,901,319
+$216,661 QoQ
Shares Held
9,795
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#1,885
of 4,950 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,991,808 across 6 Insurance - Diversified names. BRK-B ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
9,795 | $4,901,319 | |
| 2 | AIG |
American International Group, Inc.
|
555 | $41,363 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
319 | $30,962 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
126 | $16,696 | |
| 5 | AEG |
Aegon Ltd.
|
151 | $1,274 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
8 | $194 |
All Filings in BRK-B
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,901,319 | 9,795 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,684,658 | 9,776 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,944,064 | 9,836 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,228,495 | 10,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,129,245 | 10,559 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,651,738 | 10,612 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,093,571 | 9,031 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,100,308 | 5,163 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $858,701 | 2,042 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $828,164 | 2,322 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||