Kozak & Associates, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in BRK-B

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$189,147

+$8,010 QoQ

Shares Held

378

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#4,838

of 4,965 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $196,814 across 2 Insurance - Diversified names. BRK-B ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	378	$189,147
2	ACGL	Arch Capital Group Ltd.	79	$7,667

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,147	378	0.0%	Shares	Sole	2026-07-02
2026-03-31	$181,137	378	-3.6%	Shares	Sole	2026-04-14
2025-12-31	$197,038	392	0.0%	Shares	Sole	2026-01-12
2025-09-30	$197,074	392	+5.1%	Shares	Sole	2025-11-18
2025-06-30	$181,192	373	+2.5%	Shares	Sole	2025-07-10
2025-03-31	$193,859	364	-40.7%	Shares	Sole	2025-04-15
2024-12-31	$278,313	614	+11.6%	Shares	Sole	2025-01-06
2024-09-30	$253,143	550	-31.2%	Shares	Sole	2024-10-17
2024-06-30	$325,440	800	0.0%	Shares	Sole	2024-07-05
2024-03-31	$336,416	800	0.0%	Shares	Sole	2024-05-17
2023-12-31	$285,328	800	+0.6%	Shares	Sole	2024-01-17
2023-09-30	$278,488	795	+1.3%	Shares	Sole	2023-10-17
2023-06-30	$267,685	785	0.0%	Shares	Sole	2023-07-05
2023-03-31	$242,384	785	-4.2%	Shares	Sole	2023-04-03
2022-12-31	$252,989	819	-49.4%	Shares	Sole	2023-01-03
2022-09-30	$431,771	1,617	+2313.4%	Shares	Sole	2022-10-12
2022-06-30	$18,292	67	0.0%	Shares	Sole	2022-10-12
2022-03-31	$23,644	67	0.0%	Shares	Sole	2022-05-26
2021-12-31	$20,033	67	+103.0%	Shares	Sole	2022-03-11
2021-09-30	$9,007	33	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.