AE Wealth Management LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1697723 TOPEKA, KS

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$151,804,576

+$17,285,085 QoQ

Shares Held

298,886

+8.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#264

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

AE Wealth Management LLC holds $154,029,508 across 5 Insurance - Diversified names. BRK-B ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	298,886	$151,804,576
2	ACGL	Arch Capital Group Ltd.	8,883	$862,164
3	HIG	Hartford Insurance Group, Inc.	4,852	$642,973
4	AIG	American International Group, Inc.	7,361	$548,599
5	AEG	Aegon Ltd.	20,284	$171,196

All Filings in BRK-B

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49 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	Other	2026-08-03
2026-06-30	$149,558,026	298,883	+8.2%	Shares	Other	2026-08-03
2026-03-31 BRK-A	$2,154,420	3	+200.0%	Shares	Other	2026-05-13
2026-03-31	$132,365,071	276,221	+3.9%	Shares	Other	2026-05-13
2025-12-31 BRK-A	$754,800	1	-50.0%	Shares	Sole	2026-01-26
2025-12-31	$133,646,059	265,883	-4.4%	Shares	Other	2026-01-26
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-11-03
2025-09-30	$139,799,900	278,076	+12.6%	Shares	Other	2025-11-03
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-08-06
2025-06-30	$119,971,078	246,971	+6.8%	Shares	Other	2025-08-06
2025-03-31 BRK-A	$1,596,884	2	+100.0%	Shares	Sole	2025-05-06
2025-03-31	$123,191,059	231,310	+3.2%	Shares	Sole	2025-05-06
2024-12-31	$101,630,798	224,212	+8.1%	Shares	Other	2025-02-13
2024-09-30	$95,483,685	207,456	+3.9%	Shares	Other	2024-11-14
2024-06-30 BRK-A	$612,241	1	-80.0%	Shares	Sole	2024-08-12
2024-06-30	$81,195,644	199,596	+1.0%	Shares	Other	2024-08-12
2024-03-31	$83,138,893	197,705	-22.6%	Shares	Other	2024-05-15
2023-12-31 BRK-A	$2,713,125	5	+25.0%	Shares	Sole	2024-02-14
2023-12-31	$91,160,156	255,594	+28.6%	Shares	Sole	2024-02-14
2023-09-30 BRK-A	$2,125,908	4	-73.3%	Shares	Sole	2023-10-11
2023-09-30	$69,611,265	198,719	+15.9%	Shares	Sole	2023-10-11
2023-06-30 BRK-A	$7,767,150	15	0.0%	Shares	Sole	2023-07-10
2023-06-30	$58,461,722	171,442	+11.8%	Shares	Sole	2023-07-10
2023-03-31 BRK-A	$6,984,000	15	0.0%	Shares	Sole	2023-04-14
2023-03-31	$47,350,497	153,352	+3.7%	Shares	Sole	2023-04-14
2022-12-31 BRK-A	$7,030,665	15	0.0%	Shares	Sole	2023-01-31
2022-12-31	$45,673,954	147,860	+3.1%	Shares	Sole	2023-01-31
2022-09-30 BRK-A	$6,097,050	15	+15.4%	Shares	Sole	2022-10-25
2022-09-30	$38,291,469	143,403	+5.7%	Shares	Sole	2022-10-25
2022-06-30 BRK-A	$5,316,350	13	+62.5%	Shares	Sole	2022-08-03
2022-06-30	$37,047,448	135,695	+5.8%	Shares	Sole	2022-08-03
2022-03-31 BRK-A	$4,231,368	8	0.0%	Shares	Sole	2022-04-18
2022-03-31	$45,256,825	128,239	+14.4%	Shares	Sole	2022-04-18
2021-12-31 BRK-A	$3,605,296	8	-11.1%	Shares	Sole	2022-01-20
2021-12-31	$33,523,880	112,120	+3.9%	Shares	Sole	2022-01-20
2021-09-30 BRK-A	$3,702,411	9	0.0%	Shares	Sole	2021-11-01
2021-09-30	$29,464,418	107,952	-5.5%	Shares	Sole	2021-11-01
2021-06-30 BRK-A	$3,767,409	9	0.0%	Shares	Sole	2021-07-21
2021-06-30	$31,737,630	114,197	+32.1%	Shares	Sole	2021-07-21
2021-03-31 BRK-A	$3,471,318	9	0.0%	Shares	Sole	2021-04-27
2021-03-31	$22,082,826	86,440	-5.9%	Shares	Sole	2021-04-27
2020-12-31 BRK-A	$3,130,335	9	-18.2%	Shares	Sole	2021-02-01
2020-12-31	$21,293,317	91,833	+2.9%	Shares	Sole	2021-02-01
2020-09-30 BRK-A	$3,520,011	11	-21.4%	Shares	Sole	2020-11-06
2020-09-30	$18,997,867	89,217	-4.0%	Shares	Sole	2020-11-06
2020-06-30 BRK-A	$3,742,200	14	+27.3%	Shares	Sole	2020-08-05
2020-06-30	$16,582,864	92,896	+8.4%	Shares	Sole	2020-08-05
2020-03-31 BRK-A	$2,992,000	11	—	Shares	Sole	2020-05-07
2020-03-31	$15,664,508	85,678	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.