Institute for Wealth Management, LLC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1533954 DENVER, CO

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,811,750

-$2,003,848 QoQ

Shares Held

9,616

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,911

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, 2026

Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. BRK-B ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	9,616	$4,811,750
2	HIG	Hartford Insurance Group, Inc.	25,896	$3,431,737
3	AIG	American International Group, Inc.	14,872	$1,108,410
4	ACGL	Arch Capital Group Ltd.	3,811	$369,895
5	SLF	Sun Life Financial Inc	70	$5,489
6	AEG	Aegon Ltd.	332	$2,802

All Filings in BRK-B

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45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,811,750	9,616	-1.1%	Shares	Sole	2026-07-28
2026-03-31 BRK-A	$2,154,420	3	-25.0%	Shares	Sole	2026-05-14
2026-03-31	$4,661,178	9,727	-1.0%	Shares	Sole	2026-05-14
2025-12-31 BRK-A	$3,019,200	4	0.0%	Shares	Sole	2026-01-27
2025-12-31	$4,938,536	9,825	-5.5%	Shares	Sole	2026-01-27
2025-09-30 BRK-A	$3,016,800	4	0.0%	Shares	Sole	2025-10-17
2025-09-30	$5,227,490	10,398	-0.8%	Shares	Sole	2025-10-17
2025-06-30 BRK-A	$2,915,200	4	0.0%	Shares	Sole	2025-07-18
2025-06-30	$5,089,898	10,478	+0.1%	Shares	Sole	2025-07-18
2025-03-31 BRK-A	$3,193,768	4	0.0%	Shares	Sole	2025-04-21
2025-03-31	$5,573,449	10,465	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$4,748,108	10,475	-1.9%	Shares	Sole	2025-01-23
2024-09-30	$4,913,735	10,676	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$4,359,268	10,716	-1.7%	Shares	Sole	2024-07-25
2024-03-31	$4,584,509	10,902	+6.5%	Shares	Sole	2024-04-30
2023-12-31	$3,651,485	10,238	-0.8%	Shares	Sole	2024-01-31
2023-09-30	$3,615,096	10,320	-4.5%	Shares	Sole	2023-10-13
2023-06-30 BRK-A	$2,071,240	4	0.0%	Shares	Sole	2023-07-25
2023-06-30	$3,683,141	10,801	-0.7%	Shares	Sole	2023-07-25
2023-03-31 BRK-A	$1,862,400	4	0.0%	Shares	Sole	2023-04-20
2023-03-31	$3,359,108	10,879	-1.3%	Shares	Sole	2023-04-20
2022-12-31 BRK-A	$1,874,844	4	0.0%	Shares	Sole	2023-02-02
2022-12-31	$3,405,622	11,025	-0.1%	Shares	Sole	2023-02-02
2022-09-30 BRK-A	$1,625,880	4	0.0%	Shares	Sole	2022-10-18
2022-09-30	$2,945,764	11,032	-15.5%	Shares	Sole	2022-10-18
2022-06-30 BRK-A	$1,635,800	4	0.0%	Shares	Sole	2022-07-25
2022-06-30	$3,563,184	13,051	+2.6%	Shares	Sole	2022-07-25
2022-03-31 BRK-A	$2,115,684	4	0.0%	Shares	Sole	2022-04-29
2022-03-31	$4,489,368	12,721	+22.1%	Shares	Sole	2022-04-29
2021-12-31 BRK-A	$1,802,648	4	0.0%	Shares	Sole	2022-01-21
2021-12-31	$3,114,384	10,416	-8.5%	Shares	Sole	2022-01-21
2021-09-30 BRK-A	$1,645,516	4	0.0%	Shares	Sole	2021-11-15
2021-09-30	$3,105,511	11,378	+2.3%	Shares	Sole	2021-11-15
2021-06-30 BRK-A	$1,674,404	4	0.0%	Shares	Sole	2021-07-21
2021-06-30	$3,091,582	11,124	+1.3%	Shares	Sole	2021-07-21
2021-03-31 BRK-A	$1,542,808	4	0.0%	Shares	Sole	2021-05-04
2021-03-31	$2,805,060	10,980	+15.2%	Shares	Sole	2021-05-04
2020-12-31 BRK-A	$1,391,260	4	0.0%	Shares	Sole	2021-02-01
2020-12-31	$2,209,721	9,530	+26.7%	Shares	Sole	2021-02-01
2020-09-30 BRK-A	$1,280,004	4	0.0%	Shares	Sole	2020-11-03
2020-09-30	$1,601,095	7,519	-5.1%	Shares	Sole	2020-11-03
2020-06-30 BRK-A	$1,069,200	4	0.0%	Shares	Sole	2020-07-30
2020-06-30	$1,415,048	7,927	+41.4%	Shares	Sole	2020-07-30
2020-03-31 BRK-A	$1,088,000	4	—	Shares	Sole	2020-04-29
2020-03-31	$1,024,944	5,606	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.