B. Riley Wealth Advisors, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1464811 MEMPHIS, TN

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$12,371,141

+$959,473 QoQ

Shares Held

24,723

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,195

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $13,232,411 across 3 Insurance - Diversified names. BRK-B ranks #1 (93.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	24,723	$12,371,141
2	HIG	Hartford Insurance Group, Inc.	4,177	$553,536
3	AIG	American International Group, Inc.	4,129	$307,734

All Filings in BRK-B

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,371,141	24,723	+3.8%	Shares	Sole	2026-07-14
2026-03-31	$11,411,668	23,814	-27.8%	Shares	Sole	2026-04-27
2025-12-31	$16,586,444	32,998	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$16,628,125	33,075	-7.2%	Shares	Sole	2025-10-31
2025-06-30	$17,311,871	35,638	-40.5%	Shares	Sole	2025-08-19
2025-03-31 BRK-A	$798,442	1	-50.0%	Shares	Sole	2026-08-28
2025-03-31	$31,920,182	59,935	+11.5%	Shares	Sole	2026-08-28
2024-12-31 BRK-A	$1,361,840	2	0.0%	Shares	Sole	2025-02-25
2024-12-31	$24,364,253	53,751	-10.6%	Shares	Sole	2025-02-25
2024-09-30 BRK-A	$1,382,360	2	0.0%	Shares	Sole	2024-12-13
2024-09-30	$27,682,337	60,145	-14.8%	Shares	Sole	2024-12-13
2024-06-30 BRK-A	$1,224,482	2	-94.9%	Shares	Sole	2024-08-19
2024-06-30	$28,708,689	70,572	-9.4%	Shares	Sole	2024-08-19
2024-03-31	$32,762,292	77,909	+7.1%	Shares	Sole	2024-05-16
2023-12-31	$25,942,735	72,738	-6.6%	Shares	Sole	2024-03-15
2023-09-30	$27,291,522	77,909	-63.8%	Shares	Sole	2023-12-01
2023-06-30 BRK-A	$20,194,590	39	+3800.0%	Shares	Sole	2023-07-27
2023-06-30	$73,444,239	215,379	+189.5%	Shares	Sole	2023-07-27
2023-03-31 BRK-A	$465,600	1	0.0%	Shares	Sole	2023-05-17
2023-03-31	$22,970,635	74,394	+0.7%	Shares	Sole	2023-05-17
2022-12-31 BRK-A	$468,711	1	0.0%	Shares	Sole	2023-03-15
2022-12-31	$22,813,500	73,854	+14.1%	Shares	Sole	2023-03-15
2022-09-30	$17,281,799	64,721	+39.0%	Shares	Other	2022-11-22
2022-06-30	$12,715,359	46,573	-12.4%	Shares	Other	2022-08-12
2022-03-31	$18,770,928	53,189	+5.5%	Shares	Other	2022-05-02
2021-12-31	$15,074,683	50,417	-1.0%	Shares	Other	2022-01-28
2021-09-30	$13,903,563	50,940	+1.2%	Shares	Other	2021-11-16
2021-06-30	$13,991,326	50,343	-7.1%	Shares	Other	2021-08-10
2021-03-31	$13,850,816	54,217	+42.7%	Shares	Other	2021-05-13
2020-12-31 BRK-A	$347,815	1	—	Shares	Other	2021-02-04
2020-12-31	$8,808,972	37,991	+7.1%	Shares	Other	2021-02-04
2020-09-30	$7,553,193	35,471	-1.9%	Shares	Other	2020-11-09
2020-06-30	$6,452,778	36,148	-0.7%	Shares	Other	2020-07-31
2020-03-31	$6,652,998	36,389	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.