JOURNEY STRATEGIC WEALTH LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1909316 SUMMIT, NJ

Position in BRK-B

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$10,265,419

+$1,373,545 QoQ

Shares Held

21,422

+21.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 70% None 30%

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $10,827,876 across 3 Insurance - Diversified names. BRK-B ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	21,422	$10,265,419
2	ACGL	Arch Capital Group Ltd.	3,108	$298,332
3	AIG	American International Group, Inc.	3,510	$264,125

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,265,419	21,422	+21.1%	Shares	Sole	2026-04-15
2025-12-31	$8,891,874	17,690	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$9,020,659	17,943	-1.3%	Shares	Sole	2025-11-12
2025-06-30	$8,830,811	18,179	+38.4%	Shares	Sole	2025-08-12
2025-03-31	$6,993,306	13,131	+11.2%	Shares	Sole	2025-05-06
2024-12-31	$5,351,874	11,807	+4.1%	Shares	Sole	2025-01-24
2024-09-30	$5,221,188	11,344	+146.3%	Shares	Sole	2024-11-12
2024-06-30	$1,873,311	4,605	+15.6%	Shares	Sole	2024-08-14
2024-03-31	$1,674,509	3,982	+38.7%	Shares	Other	2024-05-13
2023-12-31	$1,023,970	2,871	-19.5%	Shares	Sole	2024-02-09
2023-09-30	$1,249,519	3,567	-8.1%	Shares	Sole	2023-11-08
2023-06-30	$1,323,080	3,880	+3.0%	Shares	Other	2023-08-14
2023-03-31	$1,163,136	3,767	-16.6%	Shares	Sole	2023-05-12
2022-12-31	$1,395,917	4,519	-10.7%	Shares	Sole	2023-02-14
2022-09-30	$1,351,920	5,063	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$1,311,859	4,805	-11.5%	Shares	Sole	2022-08-15
2022-03-31	$1,916,301	5,430	+10.5%	Shares	Sole	2022-05-16
2021-12-31	$1,469,585	4,915	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.