Morton Brown Family Wealth, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1909851 ALLENTOWN, PA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$357,278

+$18,963 QoQ

Shares Held

714

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#4,423

of 4,965 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $358,522 across 3 Insurance - Diversified names. BRK-B ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	714	$357,278
2	HIG	Hartford Insurance Group, Inc.	5	$662
3	ACGL	Arch Capital Group Ltd.	6	$582

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,278	714	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$338,315	706	0.0%	Shares	Sole	2026-04-21
2025-12-31	$354,870	706	+0.4%	Shares	Sole	2026-01-28
2025-09-30	$353,426	703	-22.1%	Shares	Sole	2025-10-21
2025-06-30	$438,650	903	0.0%	Shares	Sole	2025-07-24
2025-03-31	$480,919	903	0.0%	Shares	Sole	2025-04-25
2024-12-31	$409,311	903	0.0%	Shares	Sole	2025-01-31
2024-09-30	$415,614	903	0.0%	Shares	Sole	2024-10-24
2024-06-30	$367,340	903	0.0%	Shares	Sole	2024-07-30
2024-03-31	$379,729	903	-18.2%	Shares	Sole	2024-04-23
2023-12-31	$393,752	1,104	+57.0%	Shares	Sole	2024-01-29
2023-09-30	$246,260	703	0.0%	Shares	Sole	2023-10-18
2023-06-30	$239,723	703	0.0%	Shares	Sole	2023-07-25
2023-03-31	$217,065	703	0.0%	Shares	Sole	2023-04-26
2022-12-31	$217,156	703	0.0%	Shares	Sole	2023-02-02
2022-09-30	$187,715	703	0.0%	Shares	Sole	2022-10-31
2022-06-30	$191,933	703	+0.4%	Shares	Sole	2022-07-21
2022-03-31	$247,037	700	0.0%	Shares	Sole	2022-04-20
2021-12-31	$209,300	700	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.