COLTON GROOME FINANCIAL ADVISORS, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1780330
ASHEVILLE, NC
Position in BRK-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,954,022
+$262,627 QoQ
Shares Held
3,905
+92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#2,776
of 4,965 holders
Holding Since
Jun 2021
21 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $2,195,119 across 2 Insurance - Diversified names. BRK-B ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
3,905 | $1,954,022 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,484 | $241,097 |
All Filings in BRK-B
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,954,022 | 3,905 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $973,255 | 2,031 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $1,065,115 | 2,119 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-30 | |
| 2025-09-30 | $520,335 | 1,035 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $451,280 | 929 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $495,299 | 930 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $417,470 | 921 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $465,322 | 1,011 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-24 | |
| 2024-06-30 | $412,088 | 1,013 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $429,350 | 1,021 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-31 | |
| 2023-12-31 | $336,687 | 944 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-23 | |
| 2023-09-30 | $319,823 | 913 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-27 | |
| 2023-06-30 | $311,333 | 913 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-04-17 | |
| 2023-03-31 | $402,327 | 1,303 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $433,386 | 1,403 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-10-20 | |
| 2022-09-30 | $283,842 | 1,063 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $283,394 | 1,038 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $366,320 | 1,038 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 BRK-A | $2,703,972 | 6 | Shares | Sole | 2022-01-19 | |
| 2021-12-31 | $1,010,022 | 3,378 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 BRK-A | $2,468,274 | 6 | Shares | Sole | 2021-10-18 | |
| 2021-09-30 | $897,972 | 3,290 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 BRK-A | $2,511,606 | 6 | Shares | Sole | 2021-07-21 | |
| 2021-06-30 | $931,032 | 3,350 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||