Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$75,789,933
+$1,396,062 QoQ
Shares Held
140,993
-1.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#413
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $78,744,102 across 4 Insurance - Diversified names. BRK-B ranks #1 (96.2% of the industry book) .
All Filings in BRK-B
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $5,241,950 | 7 | Shares | Defined | 2026-08-11 | |
| 2026-06-30 | $70,547,983 | 140,986 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 BRK-A | $5,745,120 | 8 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $68,648,751 | 143,257 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Defined | 2026-02-04 | |
| 2025-12-31 | $74,245,424 | 147,708 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $74,533,716 | 148,255 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BRK-A | $4,372,800 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $65,307,887 | 134,442 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,500,578 | 32,860 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $15,402,000 | 33,979 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $15,949,389 | 34,653 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $15,442,126 | 37,960 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $5,451,200 | 12,963 | Shares | Other | 2024-04-16 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-19 | |
| 2023-12-31 | $4,230,700 | 11,862 | Shares | Other | 2024-01-19 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $4,596,285 | 13,121 | Shares | Other | 2023-10-20 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-11 | |
| 2023-06-30 | $4,998,378 | 14,658 | Shares | Other | 2023-07-11 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $5,574,532 | 18,054 | Shares | Other | 2023-05-08 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $6,880,437 | 22,274 | Shares | Other | 2023-02-09 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-25 | |
| 2022-09-30 | $6,035,185 | 22,602 | Shares | Other | 2022-10-25 | |
| 2022-06-30 BRK-A | $7,361,100 | 18 | Shares | Sole | 2022-07-21 | |
| 2022-06-30 | $6,159,057 | 22,559 | Shares | Other | 2022-07-21 | |
| 2022-03-31 BRK-A | $9,520,578 | 18 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $7,758,019 | 21,983 | Shares | Other | 2022-04-26 | |
| 2021-12-31 BRK-A | $7,661,254 | 17 | Shares | Sole | 2022-01-19 | |
| 2021-12-31 | $6,402,188 | 21,412 | Shares | Other | 2022-01-19 | |
| 2021-09-30 BRK-A | $7,404,822 | 18 | Shares | Sole | 2021-10-26 | |
| 2021-09-30 | $5,533,312 | 20,273 | Shares | Other | 2021-10-26 | |
| 2021-06-30 BRK-A | $7,534,818 | 18 | Shares | Sole | 2021-07-26 | |
| 2021-06-30 | $4,299,421 | 15,470 | Shares | Other | 2021-07-26 | |
| 2021-03-31 BRK-A | $6,942,636 | 18 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $3,318,554 | 12,990 | Shares | Other | 2021-05-04 | |
| 2020-12-31 BRK-A | $6,608,485 | 19 | Shares | Sole | 2021-02-01 | |
| 2020-12-31 | $2,972,804 | 12,821 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 BRK-A | $6,080,019 | 19 | Shares | Sole | 2020-10-16 | |
| 2020-09-30 | $2,748,202 | 12,906 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 BRK-A | $5,078,700 | 19 | Shares | Sole | 2020-07-15 | |
| 2020-06-30 | $2,495,033 | 13,977 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 BRK-A | $5,712,000 | 21 | Shares | Sole | 2020-04-10 | |
| 2020-03-31 | $2,564,555 | 14,027 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||