Position in BRK-B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,004,120
New position
Shares Held
8,002
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
4.31%
of 13F equity value
Holder Rank
#2,082
of 4,965 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $4,110,220 across 4 Insurance - Diversified names. BRK-B ranks #1 (97.4% of the industry book) .
All Filings in BRK-B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,120 | 8,002 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||