Bogart Wealth, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1715740 MCLEAN, VA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,002,781

+$154,597 QoQ

Shares Held

2,004

+13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,467

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

Bogart Wealth, LLC holds $1,043,519 across 5 Insurance - Diversified names. BRK-B ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	2,004	$1,002,781
2	HIG	Hartford Insurance Group, Inc.	135	$17,890
3	AIG	American International Group, Inc.	206	$15,353
4	ACGL	Arch Capital Group Ltd.	74	$7,182
5	SLF	Sun Life Financial Inc	4	$313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,781	2,004	+13.2%	Shares	Sole	2026-07-24
2026-03-31	$848,184	1,770	+4.2%	Shares	Sole	2026-04-28
2025-12-31	$854,002	1,699	-7.8%	Shares	Sole	2026-01-30
2025-09-30	$926,549	1,843	-11.6%	Shares	Sole	2025-10-27
2025-06-30	$1,013,316	2,086	-13.3%	Shares	Sole	2025-07-30
2025-03-31	$1,280,854	2,405	+23.8%	Shares	Sole	2025-05-02
2024-12-31	$880,269	1,942	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$880,017	1,912	+30.4%	Shares	Sole	2024-10-23
2024-06-30	$596,368	1,466	-1.8%	Shares	Sole	2024-07-31
2024-03-31	$627,836	1,493	-7.9%	Shares	Sole	2024-04-25
2023-12-31	$578,145	1,621	+10.3%	Shares	Sole	2024-02-07
2023-09-30	$514,941	1,470	+8.3%	Shares	Sole	2023-10-30
2023-06-30	$462,737	1,357	+4.7%	Shares	Sole	2023-07-31
2023-03-31	$400,165	1,296	-69.9%	Shares	Sole	2023-04-21
2022-12-31	$1,330,741	4,308	-24.5%	Shares	Sole	2023-02-06
2022-09-30	$1,523,082	5,704	+126.5%	Shares	Sole	2022-11-03
2022-06-30	$687,464	2,518	+125.0%	Shares	Sole	2022-07-22
2022-03-31	$394,906	1,119	+5.0%	Shares	Sole	2022-04-22
2021-12-31	$318,734	1,066	-28.1%	Shares	Sole	2022-01-19
2021-09-30	$404,770	1,483	+2.8%	Shares	Sole	2021-10-15
2021-06-30	$401,038	1,443	+7.5%	Shares	Sole	2021-08-06
2021-03-31	$342,840	1,342	+0.4%	Shares	Sole	2021-04-16
2020-12-31	$310,010	1,337	-18.0%	Shares	Sole	2021-01-14
2020-09-30	$347,092	1,630	-4.4%	Shares	Sole	2020-10-06
2020-06-30	$304,359	1,705	0.0%	Shares	Sole	2020-07-08
2020-03-31	$311,725	1,705	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.