Financial Gravity Asset Management, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1741736 Lakeway, TX

Position in BRK-B

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$4,365,991

-$108,599 QoQ

Shares Held

9,111

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $4,447,695 across 5 Insurance - Diversified names. BRK-B ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	9,111	$4,365,991
2	HIG	Hartford Insurance Group, Inc.	346	$46,789
3	SLF	Sun Life Financial Inc	317	$19,831
4	ACGL	Arch Capital Group Ltd.	157	$15,070
5	AEG	Aegon Ltd.	2	$14

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,365,991	9,111	+2.3%	Shares	Sole	2026-05-08
2025-12-31	$4,474,590	8,902	+8.9%	Shares	Sole	2026-02-13
2025-09-30	$4,110,904	8,177	+34.0%	Shares	Sole	2025-11-14
2025-03-31	$3,249,803	6,102	-4.6%	Shares	Sole	2025-04-30
2024-06-30	$2,602,299	6,397	+6.2%	Shares	Sole	2024-08-06
2024-03-31	$2,531,950	6,021	0.0%	Shares	Sole	2024-06-26
2023-12-31	$2,147,449	6,021	-93.1%	Shares	Sole	2024-06-26
2023-09-30	$14,419,739	87,357	+1874.2%	Shares	Sole	2023-11-16
2023-06-30	$1,415,362	4,425	+27.6%	Shares	Sole	2023-08-09
2023-03-31	$832,944	3,469	+183.0%	Shares	Sole	2023-05-12
2022-12-31	$378,711	1,226	-83.3%	Shares	Sole	2023-02-15
2022-09-30	$1,480,258	7,334	-50.3%	Shares	Sole	2022-11-03
2022-06-30	$3,528,871	14,756	-10.4%	Shares	Sole	2022-08-05
2022-03-31	$4,968,688	16,471	+32.8%	Shares	Sole	2022-05-13
2021-12-31	$3,208,091	12,403	+485.6%	Shares	Sole	2022-02-11
2021-09-30	$577,993	2,118	-53.5%	Shares	Sole	2021-11-12
2021-06-30	$1,266,202	4,556	+7.0%	Shares	Sole	2021-08-11
2021-03-31	$1,088,046	4,259	+74.3%	Shares	Sole	2021-05-17
2020-12-31	$566,596	2,444	+191.6%	Shares	Sole	2021-02-16
2020-03-31	$153,182	838	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.