Heritage Wealth Advisors

Position in BRK-B — Berkshire Hathaway Inc

CIK 1591122 RICHMOND, VA

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$51,648,053

+$1,265,029 QoQ

Shares Held

98,729

-1.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.33%

of 13F equity value

Holder Rank

#536

of 4,969 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $51,651,645 across 3 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	98,729	$51,648,053
2	HIG	Hartford Insurance Group, Inc.	21	$2,782
3	BNT	Brookfield Wealth Solutions Ltd.	19	$810

All Filings in BRK-B

Export CSV

32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$2,246,550	3	0.0%	Shares	Sole	2026-08-14
2026-06-30	$49,401,503	98,726	-1.9%	Shares	Sole	2026-08-14
2026-03-31 BRK-A	$2,154,420	3	0.0%	Shares	Sole	2026-05-14
2026-03-31	$48,228,604	100,644	-19.5%	Shares	Sole	2026-05-14
2025-12-31 BRK-A	$2,264,400	3	0.0%	Shares	Sole	2026-02-13
2025-12-31	$62,864,424	125,066	-0.5%	Shares	Sole	2026-02-13
2025-09-30 BRK-A	$2,262,600	3	0.0%	Shares	Sole	2025-11-13
2025-09-30	$63,166,264	125,644	+0.6%	Shares	Sole	2025-11-13
2025-06-30 BRK-A	$2,186,400	3	0.0%	Shares	Sole	2025-08-11
2025-06-30	$60,676,073	124,907	-0.5%	Shares	Sole	2025-08-11
2025-03-31 BRK-A	$2,395,326	3	—	Shares	Sole	2025-05-08
2025-03-31	$66,868,081	125,555	+2.9%	Shares	Sole	2025-05-08
2024-12-31	$55,317,837	122,039	-6.0%	Shares	Sole	2025-02-12
2024-09-30	$59,769,823	129,861	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$53,471,826	131,445	+2.8%	Shares	Sole	2024-12-12
2024-03-31	$53,771,892	127,870	+2.6%	Shares	Sole	2024-05-08
2023-12-31	$44,430,206	124,573	-4.9%	Shares	Sole	2024-02-12
2023-09-30	$45,882,294	130,980	+1.3%	Shares	Sole	2023-11-09
2023-06-30	$44,105,963	129,343	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$39,583,078	128,196	+4.1%	Shares	Sole	2023-05-04
2022-12-31	$38,046,595	123,168	+4.1%	Shares	Sole	2023-02-07
2022-09-30	$31,589,000	118,302	+7.8%	Shares	Sole	2022-11-10
2022-06-30	$29,974,046	109,787	-1.4%	Shares	Sole	2022-08-04
2022-03-31	$39,291,234	111,335	+6.1%	Shares	Sole	2022-05-11
2021-12-31	$31,366,296	104,904	+16.3%	Shares	Sole	2022-03-28
2021-09-30	$24,628,467	90,234	+1.6%	Shares	Sole	2021-11-02
2021-06-30	$24,674,849	88,784	+9.7%	Shares	Sole	2021-08-09
2021-03-31	$20,685,150	80,969	+16.1%	Shares	Sole	2021-04-27
2020-12-31	$16,175,251	69,760	+12.6%	Shares	Sole	2021-02-01
2020-09-30	$13,193,549	61,959	-1.9%	Shares	Sole	2020-11-03
2020-06-30	$11,272,549	63,148	+63.4%	Shares	Sole	2020-07-17
2020-03-31	$7,064,185	38,638	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.