Avion Wealth

Position in BRK-B — Berkshire Hathaway Inc

CIK 1792704 THE WOODLANDS, TX

Position in BRK-B

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,365,843

-$63,701 QoQ

Shares Held

4,728

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#2,568

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $2,405,861 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	4,728	$2,365,843
2	AIG	American International Group, Inc.	205	$15,278
3	HIG	Hartford Insurance Group, Inc.	101	$13,384
4	ACGL	Arch Capital Group Ltd.	117	$11,356

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,365,843	4,728	-6.7%	Shares	Sole	2026-07-31
2026-03-31	$2,429,544	5,070	-10.4%	Shares	Sole	2026-05-01
2025-12-31	$2,842,987	5,656	+5.2%	Shares	Sole	2026-01-23
2025-09-30	$2,702,227	5,375	+8.3%	Shares	Sole	2025-10-24
2025-06-30	$2,410,389	4,962	+2.5%	Shares	Sole	2025-07-31
2025-03-31	$2,192	4,839	0.0%	Shares	Sole	2025-05-09
2024-12-31	$2,193,421	4,839	+4.9%	Shares	Sole	2025-01-29
2024-09-30	$2,122,718	4,612	+0.8%	Shares	Sole	2024-10-18
2024-06-30	$1,861,109	4,575	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$1,921,355	4,569	+11.1%	Shares	Sole	2024-05-03
2023-12-31	$1,466,942	4,113	+6.0%	Shares	Sole	2024-01-26
2023-09-30	$1,355,663	3,881	+0.7%	Shares	Sole	2023-10-20
2023-06-30	$1,310,807	3,855	+7.4%	Shares	Sole	2023-07-14
2023-03-31	$1,108,793	3,591	+1.4%	Shares	Sole	2023-05-05
2022-12-31	$944	3,540	0.0%	Shares	Sole	2023-01-30
2022-09-30	$945,250	3,540	0.0%	Shares	Sole	2022-10-31
2022-06-30	$966,490	3,540	+29.2%	Shares	Sole	2022-08-11
2022-03-31	$966,620	2,739	+3.6%	Shares	Sole	2022-05-04
2021-12-31	$790,855	2,645	0.0%	Shares	Sole	2022-01-26
2021-09-30	$721,926	2,645	+1.8%	Shares	Sole	2021-11-01
2021-06-30	$721,758	2,597	+4.0%	Shares	Sole	2021-07-27
2021-03-31	$637,908	2,497	+5.0%	Shares	Sole	2021-05-06
2020-12-31	$551,618	2,379	0.0%	Shares	Sole	2021-01-26
2020-09-30	$506,584	2,379	0.0%	Shares	Sole	2020-10-30
2020-06-30	$424,675	2,379	0.0%	Shares	Sole	2020-07-29
2020-03-31	$434,952	2,379	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.