RAFFA WEALTH MANAGEMENT, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1631073 WASHINGTON, DC

Position in BRK-B

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$950,240

+$40,719 QoQ

Shares Held

1,899

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#3,527

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $978,296 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	1,899	$950,240
2	HIG	Hartford Insurance Group, Inc.	71	$9,408
3	ACGL	Arch Capital Group Ltd.	83	$8,055
4	AIG	American International Group, Inc.	99	$7,378
5	SLF	Sun Life Financial Inc	41	$3,215

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,240	1,899	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$909,521	1,898	+0.5%	Shares	Sole	2026-07-27
2025-12-31	$949,505	1,889	0.0%	Shares	Sole	2026-07-27
2025-09-30	$949,675	1,889	-3.9%	Shares	Sole	2026-07-27
2025-06-30	$955,023	1,966	+33.4%	Shares	Sole	2026-07-27
2025-03-31	$785,022	1,474	0.0%	Shares	Sole	2026-07-27
2024-12-31	$668,134	1,474	+0.3%	Shares	Sole	2026-07-27
2024-09-30	$676,121	1,469	-11.5%	Shares	Sole	2026-07-27
2024-06-30	$675,288	1,660	+34.2%	Shares	Sole	2026-07-27
2024-03-31	$520,183	1,237	0.0%	Shares	Sole	2026-07-27
2023-12-31	$441,188	1,237	0.0%	Shares	Sole	2026-07-27
2023-09-30	$433,321	1,237	-0.6%	Shares	Sole	2026-07-27
2023-06-30	$424,545	1,245	-2.6%	Shares	Sole	2026-07-27
2023-03-31	$394,608	1,278	+92.2%	Shares	Sole	2026-07-27
2022-12-31	$205,418	665	-1.2%	Shares	Sole	2026-07-27
2022-09-30	$179,704	673	-22.7%	Shares	Sole	2026-07-27
2022-06-30	$237,800	871	0.0%	Shares	Sole	2026-07-27
2022-03-31	$307,384	871	0.0%	Shares	Sole	2026-07-27
2021-12-31	$260,429	871	-4.9%	Shares	Sole	2026-07-27
2021-09-30	$250,013	916	+73.8%	Shares	Sole	2026-07-27
2021-06-30	$146,463	527	-86.3%	Shares	Sole	2026-07-27
2021-03-31	$984,070	3,852	+0.9%	Shares	Sole	2026-07-27
2020-12-31	$885,279	3,818	+1.2%	Shares	Sole	2026-07-27
2020-09-30	$803,422	3,773	0.0%	Shares	Sole	2026-07-27
2020-06-30	$673,518	3,773	0.0%	Shares	Sole	2026-07-27
2020-03-31	$689,817	3,773	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.