Asset Dedication, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1475896 SAN FRANCISCO, CA

Position in BRK-B

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

Position Value

$4,621,101

-$402,171 QoQ

Shares Held

9,235

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,949

of 4,965 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $4,991,048 across 5 Insurance - Diversified names. BRK-B ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	9,235	$4,621,101
2	HIG	Hartford Insurance Group, Inc.	2,174	$288,098
3	ACGL	Arch Capital Group Ltd.	437	$42,415
4	SLF	Sun Life Financial Inc	462	$36,230
5	AIG	American International Group, Inc.	43	$3,204

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,621,101	9,235	+2.8%	Shares	Sole	2026-07-30
2026-03-31 BRK-A	$718,140	1	0.0%	Shares	Sole	2026-05-29
2026-03-31	$4,305,132	8,984	-28.0%	Shares	Sole	2026-05-29
2025-12-31 BRK-A	$754,800	1	0.0%	Shares	Sole	2026-01-26
2025-09-30 BRK-A	$754,200	1	-50.0%	Shares	Sole	2025-11-20
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-08-19
2025-03-31 BRK-A	$1,596,884	2	—	Shares	Sole	2025-05-01
2024-03-31	$5,248,510	12,481	-3.4%	Shares	Sole	2024-04-16
2023-12-31	$4,609,830	12,925	-2.2%	Shares	Sole	2024-02-08
2023-09-30	$4,629,915	13,217	+9.6%	Shares	Sole	2023-11-13
2023-06-30	$4,112,119	12,059	+4.9%	Shares	Sole	2023-08-22
2023-03-31	$3,548,076	11,491	+5.9%	Shares	Sole	2023-04-24
2022-12-31	$3,352,182	10,852	+17.4%	Shares	Sole	2023-01-19
2022-09-30	$2,467,264	9,240	+3.0%	Shares	Sole	2022-10-27
2022-06-30	$2,448,443	8,968	+4.7%	Shares	Sole	2022-07-19
2022-03-31	$3,023,379	8,567	+0.2%	Shares	Sole	2022-04-21
2021-12-31	$2,556,151	8,549	+9.1%	Shares	Sole	2022-01-21
2021-09-30	$2,138,211	7,834	+4.9%	Shares	Sole	2021-10-18
2021-06-30	$2,074,672	7,465	+25.5%	Shares	Sole	2021-07-21
2021-03-31	$1,519,024	5,946	-16.3%	Shares	Sole	2021-05-03
2020-12-31	$1,647,668	7,106	-5.3%	Shares	Sole	2021-01-28
2020-09-30	$1,597,262	7,501	+9.6%	Shares	Sole	2020-10-20
2020-06-30	$1,221,365	6,842	-2.1%	Shares	Sole	2020-08-24
2020-03-31	$1,277,433	6,987	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.