Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$271,211
+$11,964 QoQ
Shares Held
542
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#4,616
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, 2026Portus Wealth Advisors, LLC holds $271,211 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
|
542 | $271,211 |
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 | $271,211 | 542 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $259,247 | 541 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $268,415 | 534 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $274,496 | 546 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||