Position in BRK-B
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,262,984
+$87,028 QoQ
Shares Held
2,524
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.25%
of 13F equity value
Holder Rank
#3,241
of 4,950 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $1,269,915 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.5% of the industry book) .
All Filings in BRK-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,984 | 2,524 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,175,956 | 2,454 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,241,545 | 2,470 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,241,767 | 2,470 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,190,136 | 2,450 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,304,821 | 2,450 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $1,110,082 | 2,449 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||