Connecticut Wealth Management, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1689829 FARMINGTON, CT

Position in BRK-B

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$8,450,085

+$91,879 QoQ

Shares Held

16,887

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#1,443

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $19,005,270 across 4 Insurance - Diversified names. BRK-B ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	16,887	$8,450,085
2	ACGL	Arch Capital Group Ltd.	56,847	$5,517,569
3	AIG	American International Group, Inc.	58,200	$4,337,646
4	HIG	Hartford Insurance Group, Inc.	5,282	$699,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,450,085	16,887	-3.2%	Shares	Sole	2026-07-29
2026-03-31	$8,358,206	17,442	-3.8%	Shares	Sole	2026-05-01
2025-12-31	$9,115,055	18,134	-7.6%	Shares	Sole	2026-02-12
2025-09-30	$9,866,775	19,626	+20.6%	Shares	Sole	2025-11-13
2025-06-30	$7,902,992	16,269	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$8,691,705	16,320	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$7,485,465	16,514	+0.5%	Shares	Sole	2025-02-18
2024-09-30	$7,561,151	16,428	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$6,588,532	16,196	-3.4%	Shares	Sole	2024-08-13
2024-03-31	$7,050,438	16,766	-4.1%	Shares	Sole	2024-05-01
2023-12-31	$6,237,983	17,490	+64.7%	Shares	Sole	2024-02-06
2023-09-30	$3,720,186	10,620	+61.3%	Shares	Sole	2023-10-19
2023-06-30	$2,244,803	6,583	+0.6%	Shares	Sole	2023-07-25
2023-03-31	$2,020,899	6,545	+12.4%	Shares	Sole	2023-04-18
2022-12-31	$1,799,033	5,824	+3.6%	Shares	Sole	2023-01-17
2022-09-30	$1,501,453	5,623	-7.6%	Shares	Sole	2022-11-02
2022-06-30	$1,661,053	6,084	+11.2%	Shares	Sole	2022-07-12
2022-03-31	$1,930,770	5,471	-17.4%	Shares	Sole	2022-04-18
2021-12-31	$1,979,978	6,622	-0.2%	Shares	Sole	2022-01-24
2021-09-30	$1,810,683	6,634	+20.3%	Shares	Sole	2021-11-02
2021-06-30	$1,533,006	5,516	-22.7%	Shares	Sole	2021-07-29
2021-03-31	$1,823,289	7,137	-8.1%	Shares	Sole	2021-05-12
2020-12-31	$1,801,398	7,769	+178.0%	Shares	Sole	2021-01-29
2020-09-30	$595,167	2,795	+3.6%	Shares	Sole	2020-10-13
2020-06-30	$481,619	2,698	+46.6%	Shares	Sole	2020-07-14
2020-03-31	$336,407	1,840	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.