AssuredPartners Investment Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2055492
Tampa, FL
Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,651,625
+$3,286,864 QoQ
Shares Held
9,296
+226.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,940
of 4,966 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $4,651,625 across 1 Insurance - Diversified name. BRK-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
9,296 | $4,651,625 |
All Filings in BRK-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,651,625 | 9,296 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,364,761 | 2,848 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,189,772 | 2,367 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,027,600 | 2,044 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $957,452 | 1,971 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,224,934 | 2,300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,026,679 | 2,265 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||