Everhart Financial Group, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1852858 Dublin, OH

Position in BRK-B

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$8,342,502

+$243,064 QoQ

Shares Held

16,672

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,454

of 4,965 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $10,027,773 across 3 Insurance - Diversified names. BRK-B ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	16,672	$8,342,502
2	AIG	American International Group, Inc.	12,962	$966,057
3	ACGL	Arch Capital Group Ltd.	7,410	$719,214

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,342,502	16,672	-1.4%	Shares	Sole	2026-07-09
2026-03-31	$8,099,438	16,902	+10.3%	Shares	Sole	2026-04-09
2025-12-31	$7,699,592	15,318	+3.4%	Shares	Sole	2026-01-07
2025-09-30 BRK-A	$754,200	1	0.0%	Shares	Sole	2025-11-04
2025-09-30	$7,448,093	14,815	+1.6%	Shares	Sole	2025-11-04
2025-06-30 BRK-A	$728,800	1	—	Shares	Sole	2025-08-07
2025-06-30	$7,080,583	14,576	+29.2%	Shares	Sole	2025-08-07
2025-03-31	$6,008,034	11,281	+6.2%	Shares	Sole	2025-04-16
2024-12-31	$4,813,380	10,619	+3.9%	Shares	Sole	2025-01-30
2024-09-30	$4,705,237	10,223	+11.3%	Shares	Sole	2024-11-04
2024-06-30	$3,735,237	9,182	+10.1%	Shares	Sole	2024-07-24
2024-03-31	$3,507,977	8,342	+19.4%	Shares	Sole	2024-05-13
2023-12-31	$2,492,340	6,988	+5.7%	Shares	Sole	2024-01-12
2023-09-30	$2,316,533	6,613	+3.0%	Shares	Sole	2023-10-25
2023-06-30	$2,189,220	6,420	+9.7%	Shares	Sole	2023-07-13
2023-03-31	$1,806,922	5,852	+11.7%	Shares	Sole	2023-04-25
2022-12-31	$1,618,944	5,241	+24.9%	Shares	Sole	2023-02-09
2022-09-30	$1,120,682	4,197	+18.2%	Shares	Sole	2022-10-12
2022-06-30	$969,494	3,551	-6.7%	Shares	Sole	2022-07-12
2022-03-31	$1,342,469	3,804	+43.1%	Shares	Sole	2022-04-18
2021-12-31	$794,742	2,658	+8.1%	Shares	Sole	2022-01-21
2021-09-30	$670,886	2,458	+7.3%	Shares	Sole	2021-10-13
2021-06-30	$636,714	2,291	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.