Investment Research & Advisory Group, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 1802136
ATLANTA, GA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,809,969
+$158,945 QoQ
Shares Held
7,614
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#2,125
of 4,966 holders
Holding Since
Mar 2020
26 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, 2026Investment Research & Advisory Group, Inc. holds $3,810,907 across 2 Insurance - Diversified names. BRK-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
7,614 | $3,809,969 | |
| 2 | BNT |
Brookfield Wealth Solutions Ltd.
|
22 | $938 |
All Filings in BRK-B
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,809,969 | 7,614 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,651,024 | 7,619 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,821,647 | 7,603 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,800,211 | 7,559 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,704,482 | 7,626 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,795,165 | 7,126 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,191,997 | 7,042 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,252,197 | 7,066 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,837,430 | 6,975 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,999,989 | 7,134 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,659,256 | 7,456 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,616,390 | 7,469 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,532,266 | 7,426 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,304,968 | 7,465 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,325,090 | 7,527 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,009,859 | 7,527 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,057,478 | 7,536 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,623,180 | 7,433 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,206,321 | 7,379 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,843,982 | 6,756 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,842,331 | 6,629 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,689,423 | 6,613 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,894,146 | 8,169 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,680,522 | 7,892 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,457,534 | 8,165 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,503,045 | 8,221 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||