Position in BRK-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$393,306
+$16,655 QoQ
Shares Held
786
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#4,326
of 4,950 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, 2026Downshift Financial, LLC holds $398,108 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.8% of the industry book) .
All Filings in BRK-B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,306 | 786 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $376,651 | 786 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $264,896 | 527 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||