Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,737,972
+$786,399 QoQ
Shares Held
11,467
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#1,747
of 4,950 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $7,256,184 across 2 Insurance - Diversified names. BRK-B ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
11,467 | $5,737,972 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
15,642 | $1,518,212 |
All Filings in BRK-B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,737,972 | 11,467 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,951,573 | 10,333 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,641,056 | 17,191 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,355,036 | 16,619 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||