Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,894,314
+$44,810 QoQ
Shares Held
9,781
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.43%
of 13F equity value
Holder Rank
#1,891
of 4,965 holders
Holding Since
Dec 2021
19 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, 2026Basepoint Wealth LLC holds $4,899,686 across 3 Insurance - Diversified names. BRK-B ranks #1 (99.9% of the industry book) .
All Filings in BRK-B
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,894,314 | 9,781 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,849,504 | 10,120 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,137,083 | 10,220 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,190,790 | 10,325 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,092,326 | 10,483 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $5,753,994 | 10,804 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $5,074,469 | 11,195 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $5,281,023 | 11,474 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $4,817,325 | 11,842 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $5,015,542 | 11,927 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $4,272,786 | 11,980 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $4,051,920 | 11,567 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $3,823,292 | 11,212 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $3,446,490 | 11,162 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $3,476,360 | 11,254 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $2,980,744 | 11,163 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $3,054,274 | 11,187 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $4,298,443 | 12,180 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $3,588,598 | 12,002 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||