KELLEHER FINANCIAL ADVISORS

Position in BRK-B — Berkshire Hathaway Inc

CIK 1507971 NEW YORK, NY

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$44,025,465

-$254,479 QoQ

Shares Held

28,161

+37.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

11.96%

of 13F equity value

Holder Rank

#592

of 4,969 holders

Holding Since

Mar 2020

25 quarters on record

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $44,030,519 across 4 Insurance - Diversified names. BRK-B ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	28,161	$44,025,465
2	HIG	Hartford Insurance Group, Inc.	36	$4,770
3	AIG	American International Group, Inc.	2	$149
4	WDH	Waterdrop Inc.	120	$135

All Filings in BRK-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$29,954,000	40	-16.7%	Shares	Sole	2026-08-06
2026-06-30	$14,071,465	28,121	+37.4%	Shares	Sole	2026-08-06
2026-03-31 BRK-A	$34,470,720	48	0.0%	Shares	Sole	2026-05-08
2026-03-31	$9,809,224	20,470	+11.9%	Shares	Sole	2026-05-08
2025-12-31 BRK-A	$36,230,400	48	-15.8%	Shares	Sole	2026-01-20
2025-12-31	$9,198,997	18,301	-16.0%	Shares	Sole	2026-01-20
2025-09-30 BRK-A	$42,989,400	57	0.0%	Shares	Sole	2025-11-14
2025-09-30	$10,947,163	21,775	-7.4%	Shares	Sole	2025-11-14
2025-06-30 BRK-A	$41,541,600	57	+32.6%	Shares	Sole	2025-08-08
2025-06-30	$11,423,853	23,517	-6.2%	Shares	Sole	2025-08-08
2025-03-31 BRK-A	$34,333,006	43	-25.9%	Shares	Sole	2025-05-14
2025-03-31	$13,359,236	25,084	-16.5%	Shares	Sole	2025-05-14
2024-12-31 BRK-A	$39,493,360	58	0.0%	Shares	Sole	2025-01-17
2024-12-31	$13,608,825	30,023	+0.1%	Shares	Sole	2025-01-17
2024-09-30 BRK-A	$40,088,440	58	0.0%	Shares	Sole	2024-11-08
2024-09-30	$13,808,720	30,002	-3.1%	Shares	Sole	2024-11-08
2024-06-30 BRK-A	$35,509,978	58	0.0%	Shares	Sole	2024-07-29
2024-06-30	$12,596,155	30,964	-0.6%	Shares	Sole	2024-07-29
2024-03-31 BRK-A	$36,797,520	58	0.0%	Shares	Sole	2024-05-09
2024-03-31	$13,099,618	31,151	-25.0%	Shares	Sole	2024-05-09
2023-12-31 BRK-A	$31,472,250	58	0.0%	Shares	Sole	2024-04-25
2023-12-31	$14,803,886	41,507	-0.1%	Shares	Sole	2024-04-25
2023-09-30 BRK-A	$30,825,666	58	+544.4%	Shares	Sole	2023-11-06
2023-09-30	$14,556,716	41,555	-16.4%	Shares	Sole	2023-11-06
2023-03-31 BRK-A	$4,190,400	9	+125.0%	Shares	Sole	2023-05-11
2023-03-31	$15,340,311	49,682	-11.7%	Shares	Sole	2023-05-11
2022-12-31 BRK-A	$1,874,844	4	-33.3%	Shares	Sole	2023-02-02
2022-12-31	$17,373,462	56,243	-0.4%	Shares	Sole	2023-02-02
2022-09-30 BRK-A	$2,438,820	6	-89.1%	Shares	Sole	2022-11-14
2022-09-30	$15,081,556	56,481	+0.4%	Shares	Sole	2022-11-14
2022-06-30 BRK-A	$22,492,250	55	+816.7%	Shares	Sole	2022-08-15
2022-06-30	$15,360,924	56,263	-6.6%	Shares	Sole	2022-08-15
2022-03-31 BRK-A	$3,173,526	6	0.0%	Shares	Sole	2022-05-16
2022-03-31	$21,257,886	60,236	-11.5%	Shares	Sole	2022-05-16
2021-12-31 BRK-A	$2,703,972	6	0.0%	Shares	Sole	2022-02-15
2021-12-31	$20,356,518	68,082	+2.1%	Shares	Sole	2022-02-15
2021-09-30 BRK-A	$2,468,274	6	-89.1%	Shares	Sole	2021-11-15
2021-09-30	$18,199,093	66,678	+161.5%	Shares	Sole	2021-11-15
2021-06-30 BRK-A	$23,023,055	55	+111.5%	Shares	Sole	2021-08-16
2021-06-30	$7,087,515	25,502	+56.9%	Shares	Sole	2021-08-16
2021-03-31 BRK-A	$10,028,252	26	0.0%	Shares	Sole	2021-05-13
2021-03-31	$4,151,387	16,250	+7.7%	Shares	Sole	2021-05-13
2020-12-31 BRK-A	$9,043,190	26	+333.3%	Shares	Sole	2021-02-12
2020-12-31	$3,499,382	15,092	-8.4%	Shares	Sole	2021-02-12
2020-09-30 BRK-A	$1,920,006	6	-14.3%	Shares	Sole	2020-11-13
2020-09-30	$3,509,251	16,480	-2.3%	Shares	Sole	2020-11-13
2020-06-30 BRK-A	$1,871,100	7	0.0%	Shares	Sole	2021-11-02
2020-06-30	$3,010,928	16,867	-8.2%	Shares	Sole	2021-11-02
2020-03-31 BRK-A	$1,904,000	7	—	Shares	Sole	2020-05-14
2020-03-31	$3,360,597	18,381	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.