Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,087,584
-$138,516 QoQ
Shares Held
32,653
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,007
of 4,950 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026VestGen Advisors, LLC holds $18,270,312 across 4 Insurance - Diversified names. BRK-B ranks #1 (93.5% 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 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $16,338,734 | 32,652 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $16,507,960 | 34,449 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $14,833,201 | 29,510 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $20,313,209 | 40,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $17,967,660 | 36,988 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $20,911,221 | 39,264 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||