RITHOLTZ WEALTH MANAGEMENT

Position in BRK-B — Berkshire Hathaway Inc

CIK 1698218 NEW YORK, NY

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$34,103,009

+$2,476,361 QoQ

Shares Held

51,702

+4.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#694

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $47,670,100 across 5 Insurance - Diversified names. BRK-B ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	51,702	$34,103,009
2	HIG	Hartford Insurance Group, Inc.	77,155	$10,224,580
3	AIG	American International Group, Inc.	26,873	$2,002,844
4	SLF	Sun Life Financial Inc	9,766	$765,849
5	AEG	Aegon Ltd.	67,988	$573,818

All Filings in BRK-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$8,237,350	11	0.0%	Shares	Sole	2026-08-11
2026-06-30	$25,865,659	51,691	+4.4%	Shares	Sole	2026-08-11
2026-03-31 BRK-A	$7,899,540	11	0.0%	Shares	Sole	2026-04-20
2026-03-31	$23,727,108	49,514	+1.6%	Shares	Sole	2026-04-20
2025-12-31 BRK-A	$8,302,800	11	0.0%	Shares	Sole	2026-01-23
2025-12-31	$24,489,610	48,721	+8.6%	Shares	Sole	2026-01-23
2025-09-30 BRK-A	$8,296,200	11	0.0%	Shares	Sole	2025-10-28
2025-09-30	$22,547,889	44,850	+0.2%	Shares	Sole	2025-10-28
2025-06-30 BRK-A	$8,016,800	11	0.0%	Shares	Sole	2025-07-28
2025-06-30	$21,734,807	44,743	+4.2%	Shares	Sole	2025-07-28
2025-03-31 BRK-A	$8,782,862	11	+450.0%	Shares	Sole	2025-04-17
2025-03-31	$22,857,801	42,919	+4.8%	Shares	Sole	2025-04-17
2024-12-31 BRK-A	$1,361,840	2	0.0%	Shares	Sole	2025-01-15
2024-12-31	$18,557,736	40,941	+4.3%	Shares	Sole	2025-01-15
2024-09-30 BRK-A	$1,382,360	2	0.0%	Shares	Sole	2024-10-10
2024-09-30	$18,072,569	39,266	+7.6%	Shares	Sole	2024-10-10
2024-06-30 BRK-A	$1,224,482	2	0.0%	Shares	Sole	2024-08-01
2024-06-30	$14,841,691	36,484	+2.5%	Shares	Sole	2024-08-01
2024-03-31 BRK-A	$1,268,880	2	0.0%	Shares	Sole	2024-04-24
2024-03-31	$14,974,717	35,610	+4.4%	Shares	Sole	2024-04-24
2023-12-31 BRK-A	$1,085,250	2	0.0%	Shares	Sole	2024-01-18
2023-12-31	$12,163,175	34,103	+0.8%	Shares	Sole	2024-01-18
2023-09-30 BRK-A	$1,062,954	2	0.0%	Shares	Sole	2023-10-13
2023-09-30	$11,852,400	33,835	+5.9%	Shares	Sole	2023-10-13
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-07-17
2023-06-30	$10,891,199	31,939	+5.1%	Shares	Sole	2023-07-17
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-04-20
2023-03-31	$9,384,755	30,394	-2.0%	Shares	Sole	2023-04-20
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-01-19
2022-12-31	$9,585,167	31,030	-21.0%	Shares	Sole	2023-01-19
2022-09-30 BRK-A	$812,940	2	0.0%	Shares	Sole	2022-10-19
2022-09-30	$10,488,545	39,280	+92.7%	Shares	Sole	2022-10-19
2022-06-30 BRK-A	$817,900	2	+100.0%	Shares	Sole	2022-07-15
2022-06-30	$5,563,874	20,379	-8.6%	Shares	Sole	2022-07-15
2022-03-31 BRK-A	$528,921	1	0.0%	Shares	Sole	2022-04-14
2022-03-31	$7,869,187	22,298	+11.6%	Shares	Sole	2022-04-14
2021-12-31 BRK-A	$450,662	1	0.0%	Shares	Sole	2022-01-18
2021-12-31	$5,972,226	19,974	+25.9%	Shares	Sole	2022-01-18
2021-09-30 BRK-A	$411,379	1	0.0%	Shares	Sole	2021-10-14
2021-09-30	$4,330,193	15,865	+8.8%	Shares	Sole	2021-10-14
2021-06-30 BRK-A	$418,601	1	0.0%	Shares	Sole	2021-07-20
2021-06-30	$4,052,073	14,580	+23.3%	Shares	Sole	2021-07-20
2021-03-31 BRK-A	$385,702	1	0.0%	Shares	Sole	2021-05-12
2021-03-31	$3,021,954	11,829	+31.2%	Shares	Sole	2021-05-12
2020-12-31 BRK-A	$347,815	1	0.0%	Shares	Sole	2021-01-19
2020-12-31	$2,090,308	9,015	+2.3%	Shares	Sole	2021-01-19
2020-09-30 BRK-A	$320,001	1	—	Shares	Sole	2020-10-23
2020-09-30	$1,876,427	8,812	+26.1%	Shares	Sole	2020-10-23
2020-06-30	$1,247,606	6,989	+10.8%	Shares	Sole	2020-07-15
2020-03-31	$1,152,925	6,306	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.