Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,076,338
+$541,551 QoQ
Shares Held
2,151
+92.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#3,388
of 4,950 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $1,114,483 across 4 Insurance - Diversified names. BRK-B ranks #1 (96.6% of the industry book) .
All Filings in BRK-B
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,338 | 2,151 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $534,787 | 1,116 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $558,444 | 1,111 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $558,544 | 1,111 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $559,121 | 1,151 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $485,180 | 911 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $458,266 | 1,011 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $316,658 | 688 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $288,014 | 708 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $297,728 | 708 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $270,348 | 758 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $271,832 | 776 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $275,187 | 807 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $243,001 | 787 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $243,413 | 788 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $210,411 | 788 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||