Marshall Financial Group, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1841496
Hunt Valley, MD
Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,469,645
-$692,324 QoQ
Shares Held
2,937
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,070
of 4,965 holders
Holding Since
Dec 2020
23 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, 2026Marshall Financial Group, LLC holds $2,429,471 across 2 Insurance - Diversified names. BRK-B ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
2,937 | $1,469,645 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
9,889 | $959,826 |
All Filings in BRK-B
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,645 | 2,937 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $1,443,829 | 3,013 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $1,590,384 | 3,164 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $1,639,937 | 3,262 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $1,731,284 | 3,564 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $1,876,279 | 3,523 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,583,760 | 3,494 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,270,777 | 2,761 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,014,559 | 2,494 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,063,915 | 2,530 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $899,853 | 2,523 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $883,806 | 2,523 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $864,435 | 2,535 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $792,612 | 2,567 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $801,595 | 2,595 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $700,660 | 2,624 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $717,223 | 2,627 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,063,317 | 3,013 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $839,592 | 2,808 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $771,328 | 2,826 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,027,192 | 3,696 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $719,658 | 2,817 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $681,465 | 2,939 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||