Waverly Advisors 13F: Adds $12M to BRKB Stake
Waverly Advisors lifted its stake in BRKB by 12.3%, adding 24,857 shares to bring its total investment to 226,293 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Waverly Advisors added 24,857 shares to its stake in BRKB ($BRKB), a 12.34% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 226,293 shares worth $110.46 million at the end of the quarter.
Since the filing, $BRKB is up 0.8% after 1 week, up 2.7% after 1 month and up 10.2% to date (from the $482.70 close on May 15, 2026).
Find the original: Waverly Advisors 13F filings on SEC EDGAR
BRKB
BRKB
Key Points
- Waverly Advisors boosted its holdings in BRKB by 12.339899521436088%, purchasing an additional 24,857.0 shares.
- The fund's total stake reached 226,293.0 shares, which carried a reported value of $110,460,402.09 at the end of the reporting period.
- Form 13F filings are backward-looking disclosures that show historical portfolio positions rather than live trading activity.
Get $BRKB trade alerts by text
We text you when insiders, Congress or big funds trade $BRKB. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated BRKB alert may contain errors. Disclosures
Waverly Advisors Expands BRKB Position
Waverly Advisors has grown its investment in BRKB, according to a recent Form 13F filing submitted to the Securities and Exchange Commission. The advisory firm expanded its portfolio by taking on additional shares of the holding company, showing a continued appetite for the asset. This filing captures portfolio positioning as of May 15, 2026, and reflects past allocation choices rather than real-time trading.
Inside the 12.3% Share Increase
During the filing period, Waverly Advisors increased its holdings by 24,857.0 shares. That pushed its total position to 226,293.0 shares, up from the 201,436.0 shares held previously. The 12.339899521436088% increase brought the overall value of the stake to $110,460,402.09, based on the reported figures. The firm has been active across multiple equities lately, having recently adjusted its positions in companies such as Air Products and Chemicals, ATI Inc., and CrowdStrike Holdings.
BRKB Stock Context
Shares of BRKB traded near $488.13 on the market recently. Institutional investors like Waverly Advisors frequently reallocate capital across large-cap financial and industrial names as part of broader asset management strategies. This particular purchase adds to a multi-holding portfolio managed by the firm, which routinely shifts allocations in response to changing market conditions and internal portfolio targets.
Understanding the Company Behind the Filing
BRKB operates as a sprawling holding company with numerous operating subsidiaries spanning insurance, freight rail, energy utilities, manufacturing, and retail. Its diverse business lines generate significant cash flow, making it a frequent destination for institutional wealth managers seeking stable, long-term exposure to the broader American economy.
What to Watch at BRKB
Investors tracking Waverly Advisors will need to wait for subsequent SEC disclosures to see how the firm manages its holdings going forward. Because 13F filings look backward at past portfolio adjustments, these reports serve as a historical snapshot rather than live trading signals. Future filings will clarify whether the advisory firm continues to build its position or stabilizes its weighting in the stock.
Related Filing Alerts
Source: Waverly Advisors's 13F filing on $BRKB (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts