McElhenny Sheffield Capital Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1886813
DALLAS, TX
Position in BRK-B
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$484,377
-$43,222 QoQ
Shares Held
968
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#4,168
of 4,965 holders
Holding Since
Sep 2021
16 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, 2026McElhenny Sheffield Capital Management, LLC holds $1,154,048 across 3 Insurance - Diversified names. BRK-B ranks #1 (42.0% of the industry book) .
All Filings in BRK-B
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,377 | 968 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $527,599 | 1,101 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $493,602 | 982 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $383,590 | 763 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,600 | 520 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $312,624 | 587 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $253,836 | 560 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $239,795 | 521 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $211,942 | 521 | Shares | Sole | 2024-07-11 | |
| 2023-09-30 | $833,363 | 2,379 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $935,022 | 2,742 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $930,941 | 3,015 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $93,596 | 303 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $942,269 | 2,670 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $830,622 | 2,778 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $653,691 | 2,395 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||