Position in BRK-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$64,550
-$34,165 QoQ
Shares Held
129
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#4,911
of 4,965 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Whipplewood Advisors, LLC holds $73,643 across 3 Insurance - Diversified names. BRK-B ranks #1 (87.7% of the industry book) .
All Filings in BRK-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,550 | 129 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $98,715 | 206 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $55,291 | 110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,274 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $125,813 | 259 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $143,263 | 401 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $116,492 | 257 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||