Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,217,448
-$1,530,402 QoQ
Shares Held
2,433
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#3,298
of 4,965 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $1,329,879 across 4 Insurance - Diversified names. BRK-B ranks #1 (91.5% of the industry book) .
All Filings in BRK-B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,448 | 2,433 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $1,311,570 | 2,737 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BRK-A | $1,509,600 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $1,355,647 | 2,697 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||