CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1766904
RICHMOND, VA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,660,568
+$390,603 QoQ
Shares Held
5,317
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#2,448
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,145,628 across 4 Insurance - Diversified names. BRK-B ranks #1 (84.6% of the industry book) .
All Filings in BRK-B
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,660,568 | 5,317 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,269,965 | 4,737 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,439,355 | 4,853 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $2,356,841 | 4,688 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,831,835 | 3,771 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,628,626 | 3,058 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $865,761 | 1,910 | Shares | Other | 2025-02-14 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Defined | 2024-10-30 | |
| 2024-09-30 | $26,897,589 | 58,440 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Defined | 2024-07-22 | |
| 2024-06-30 | $23,875,496 | 58,691 | Shares | Other | 2024-07-22 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Defined | 2024-04-30 | |
| 2024-03-31 | $23,401,514 | 55,649 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Defined | 2024-02-07 | |
| 2023-12-31 | $19,715,448 | 55,278 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 BRK-A | $1,062,954 | 2 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $19,178,573 | 54,749 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 BRK-A | $1,035,620 | 2 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $17,633,792 | 51,712 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $15,136,214 | 49,021 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $15,436,041 | 49,971 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 BRK-A | $812,940 | 2 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $13,370,225 | 50,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BRK-A | $817,900 | 2 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $12,594,139 | 46,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $1,071,081 | 3,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,282,710 | 4,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $816,090 | 2,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $919,915 | 3,310 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $321,892 | 1,260 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $2,925,040 | 12,615 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BRK-A | $640,002 | 2 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $1,448,417 | 6,802 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||