Heritage Wealth Advisors

Position in BRK-B — Berkshire Hathaway Inc

CIK 1591122 RICHMOND, VA

Position in BRK-B

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$48,228,604

-$14,635,820 QoQ

Shares Held

100,644

-19.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 34.663765351138665.ToString("F0")% Shared 0.ToString("F0")% None 65.33623464886134.ToString("F0")%

Financial Services · as of Mar 31, 2026

Heritage Wealth Advisors holds $48,232,229 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	100,644	$48,228,604
2	HIG	Hartford Insurance Group, Inc.	21	$2,839
3	BNT	Brookfield Wealth Solutions Ltd.	19	$786

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,228,604	100,644	-19.5%	Shares	Sole	2026-05-14
2025-12-31	$62,864,424	125,066	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$63,166,264	125,644	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$60,676,073	124,907	-0.5%	Shares	Sole	2025-08-11
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	+2.5%	Shares	Sole	2024-12-12
2024-03-31	$53,937,997	128,265	+2.7%	Shares	Sole	2024-12-12
2023-12-31	$44,531,854	124,858	-4.7%	Shares	Sole	2024-12-12
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.