EVERMAY WEALTH MANAGEMENT LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1066816 ARLINGTON, VA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,294,067

+$13,464 QoQ

Shares Held

6,583

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#2,243

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $4,420,288 across 4 Insurance - Diversified names. BRK-B ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	6,583	$3,294,067
2	ACGL	Arch Capital Group Ltd.	10,666	$1,035,241
3	HIG	Hartford Insurance Group, Inc.	607	$80,439
4	AEG	Aegon Ltd.	1,249	$10,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,294,067	6,583	-3.8%	Shares	Sole	2026-07-27
2026-03-31	$3,280,603	6,846	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$3,491,909	6,947	-4.9%	Shares	Sole	2026-01-22
2025-09-30	$3,672,012	7,304	-2.1%	Shares	Sole	2025-11-05
2025-06-30	$3,622,872	7,458	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$3,969,851	7,454	-4.1%	Shares	Sole	2025-05-07
2024-12-31	$3,521,985	7,770	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$3,591,408	7,803	+0.9%	Shares	Sole	2024-10-25
2024-06-30	$3,144,564	7,730	+0.2%	Shares	Sole	2024-08-01
2024-03-31	$3,243,470	7,713	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$2,706,336	7,588	-18.9%	Shares	Sole	2024-02-12
2023-09-30	$3,279,158	9,361	-0.8%	Shares	Sole	2023-11-14
2023-06-30	$3,219,040	9,440	-1.6%	Shares	Sole	2023-08-10
2023-03-31	$2,960,795	9,589	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$3,112,476	10,076	+5.4%	Shares	Sole	2023-01-19
2022-09-30	$2,551,643	9,556	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$2,522,158	9,238	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$3,256,300	9,227	+6.4%	Shares	Sole	2022-05-16
2021-12-31	$2,594,124	8,676	-3.7%	Shares	Sole	2022-02-14
2021-09-30	$2,458,916	9,009	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$2,538,799	9,135	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$2,388,644	9,350	-3.3%	Shares	Sole	2021-05-10
2020-12-31	$2,241,951	9,669	-5.3%	Shares	Sole	2021-02-16
2020-09-30	$2,173,904	10,209	-0.4%	Shares	Sole	2020-11-05
2020-06-30	$1,830,441	10,254	+5.9%	Shares	Sole	2020-07-20
2020-03-31	$1,770,525	9,684	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.