Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,528
+$6,339 QoQ
Shares Held
73
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4,914
of 4,950 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $44,286 across 4 Insurance - Diversified names. BRK-B ranks #1 (82.5% of the industry book) .
All Filings in BRK-B
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,528 | 73 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $30,189 | 63 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $33,174 | 66 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,563 | 23 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,630 | 26 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,858 | 11 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||