Advisors Asset Management, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1297376 Monument, CO

Position in BRK-B

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,713,614

-$328,347 QoQ

Shares Held

5,423

-14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,425

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $9,719,374 across 5 Insurance - Diversified names. BRK-B ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HIG	Hartford Insurance Group, Inc.	25,847	$3,425,244
2	BRK-B	Berkshire Hathaway Inc This page	5,423	$2,713,614
3	AIG	American International Group, Inc.	22,774	$1,697,346
4	ACGL	Arch Capital Group Ltd.	15,953	$1,548,398
5	AEG	Aegon Ltd.	39,665	$334,772

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,713,614	5,423	-14.6%	Shares	Sole	2026-08-14
2026-03-31	$3,041,961	6,348	-18.7%	Shares	Sole	2026-05-15
2025-12-31	$3,925,193	7,809	-18.4%	Shares	Sole	2026-02-12
2025-09-30	$4,812,227	9,572	-1.8%	Shares	Sole	2025-11-06
2025-06-30	$4,734,314	9,746	-6.9%	Shares	Sole	2025-08-12
2025-03-31	$5,573,449	10,465	-14.2%	Shares	Sole	2025-05-15
2024-12-31	$5,526,843	12,193	+3.4%	Shares	Sole	2025-02-10
2024-09-30	$5,426,925	11,791	-1.0%	Shares	Sole	2024-11-08
2024-06-30	$4,846,208	11,913	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$4,895,273	11,641	-4.5%	Shares	Sole	2024-05-14
2023-12-31	$4,346,972	12,188	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$4,525,175	12,918	-2.7%	Shares	Sole	2023-11-14
2023-06-30	$4,526,093	13,273	+1.7%	Shares	Sole	2023-08-14
2023-03-31	$4,031,301	13,056	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$3,892,448	12,601	+4.7%	Shares	Sole	2023-02-13
2022-09-30	$3,212,250	12,030	+18.4%	Shares	Sole	2022-11-08
2022-06-30	$2,774,702	10,163	+1.0%	Shares	Sole	2022-08-08
2022-03-31	$3,550,274	10,060	+2.7%	Shares	Sole	2022-05-17
2021-12-31	$2,930,200	9,800	+10.0%	Shares	Sole	2022-02-15
2021-09-30	$2,432,714	8,913	+3.8%	Shares	Sole	2021-11-12
2021-06-30	$2,387,054	8,589	+27.0%	Shares	Sole	2021-07-30
2021-03-31	$1,727,232	6,761	+9.4%	Shares	Sole	2021-05-07
2020-12-31	$1,432,956	6,180	+2.8%	Shares	Sole	2021-02-12
2020-09-30	$1,279,769	6,010	+5.4%	Shares	Sole	2020-11-16
2020-06-30	$1,018,221	5,704	-3.3%	Shares	Sole	2020-08-12
2020-03-31	$1,078,697	5,900	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.