Measured Wealth Private Client Group, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1720235
PORTSMOUTH, NH
Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,100,123
+$45,585 QoQ
Shares Held
703
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,378
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, 2026Measured Wealth Private Client Group, LLC holds $1,428,231 across 3 Insurance - Diversified names. BRK-B ranks #1 (77.0% of the industry book) .
All Filings in BRK-B
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $351,273 | 702 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $336,398 | 702 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $360,400 | 717 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $364,486 | 725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $348,297 | 717 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $385,055 | 723 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $334,973 | 739 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $343,814 | 747 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $349,848 | 860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $361,647 | 860 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $306,727 | 860 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $298,455 | 852 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-20 | |
| 2023-06-30 | $300,762 | 882 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $278,819 | 903 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-01-23 | |
| 2022-12-31 | $285,114 | 923 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $246,459 | 923 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-07-25 | |
| 2022-06-30 | $329,808 | 1,208 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-03 | |
| 2022-03-31 | $447,489 | 1,268 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-01-28 | |
| 2021-12-31 | $293,917 | 983 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-01 | |
| 2021-09-30 | $331,076 | 1,213 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-05 | |
| 2021-06-30 | $347,122 | 1,249 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $319,082 | 1,249 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-01-20 | |
| 2020-12-31 | $396,033 | 1,708 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-10-15 | |
| 2020-09-30 | $366,682 | 1,722 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-03 | |
| 2020-06-30 | $247,593 | 1,387 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-04-22 | |
| 2020-03-31 | $230,914 | 1,263 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||