Plante Moran Financial Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1424717
SOUTHFIELD, MI
Position in BRK-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,380,680
+$977,104 QoQ
Shares Held
7,259
+29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,008
of 4,965 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $4,406,951 across 5 Insurance - Diversified names. BRK-B ranks #1 (99.4% of the industry book) .
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $3,631,830 | 7,258 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $2,685,436 | 5,604 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $2,902,803 | 5,775 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-05 | |
| 2025-09-30 | $3,446,785 | 6,856 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $4,738,686 | 9,755 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-08 | |
| 2025-03-31 | $6,501,736 | 12,208 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-05 | |
| 2024-12-31 | $5,764,361 | 12,717 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 BRK-A | $2,073,540 | 3 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $6,548,119 | 14,227 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 BRK-A | $1,836,723 | 3 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $5,785,916 | 14,223 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BRK-A | $1,903,320 | 3 | Shares | Sole | 2024-05-09 | |
| 2024-03-31 | $5,901,998 | 14,035 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-02-05 | |
| 2023-12-31 | $4,766,404 | 13,364 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-11-07 | |
| 2023-09-30 | $4,773,187 | 13,626 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-08-07 | |
| 2023-06-30 | $4,710,233 | 13,813 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 BRK-A | $1,396,800 | 3 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $4,408,309 | 14,277 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 BRK-A | $1,406,133 | 3 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $4,476,269 | 14,491 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 BRK-A | $1,219,410 | 3 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $3,695,823 | 13,841 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 BRK-A | $1,635,800 | 4 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $4,177,206 | 15,300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 BRK-A | $2,644,605 | 5 | Shares | Sole | 2022-05-06 | |
| 2022-03-31 | $5,453,871 | 15,454 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 BRK-A | $9,463,902 | 21 | Shares | Sole | 2022-02-09 | |
| 2021-12-31 | $4,816,890 | 16,110 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 BRK-A | $8,638,959 | 21 | Shares | Sole | 2021-11-08 | |
| 2021-09-30 | $4,425,449 | 16,214 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 BRK-A | $8,790,621 | 21 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $4,361,120 | 15,692 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 BRK-A | $7,714,040 | 20 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $3,053,121 | 11,951 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 BRK-A | $7,651,930 | 22 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $3,834,202 | 16,536 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 BRK-A | $7,040,022 | 22 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $3,614,443 | 16,974 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 BRK-A | $5,880,600 | 22 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $3,022,888 | 16,934 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||