Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,638,239
+$329,336 QoQ
Shares Held
7,284
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,644
of 4,965 holders
Holding Since
Dec 2025
3 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, 2026Asset One Wealth Management LLC holds $10,612,748 across 2 Insurance - Diversified names. BRK-B ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
7,284 | $6,638,239 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
40,949 | $3,974,509 |
All Filings in BRK-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $2,995,400 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $3,642,839 | 7,280 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BRK-A | $2,872,560 | 4 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $3,436,343 | 7,171 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,431,088 | 6,826 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||