Position in BRK-B
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$13,034,240
+$4,800,833 QoQ
Shares Held
27,200
+66.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2.099264705882353.ToString("F0")%
Shared 0.ToString("F0")%
None 97.90073529411765.ToString("F0")%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $15,720,776 across 4 Insurance - Diversified names. BRK-B ranks #1 (82.9% of the industry book) .
All Filings in BRK-B
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,034,240 | 27,200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,233,407 | 16,380 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,943,794 | 15,801 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,053,866 | 14,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,195,155 | 13,510 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,262,063 | 13,815 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,958,841 | 10,774 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,443,476 | 10,923 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||