CARY STREET PARTNERS FINANCIAL LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1475045
RICHMOND, VA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$39,977,658
+$62,397 QoQ
Shares Held
79,893
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#624
of 4,965 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $40,586,312 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.5% of the industry book) .
All Filings in BRK-B
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,977,658 | 79,893 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Defined | 2026-04-29 | |
| 2026-03-31 | $39,197,121 | 81,797 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $41,245,448 | 82,056 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Defined | 2025-11-10 | |
| 2025-09-30 | $41,346,342 | 82,242 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 BRK-A | $2,915,200 | 4 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $40,482,614 | 83,337 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 BRK-A | $3,193,768 | 4 | Shares | Defined | 2025-05-09 | |
| 2025-03-31 | $32,717,986 | 61,433 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $26,189,611 | 57,778 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||