Horizons Wealth Management

Position in BRK-B — Berkshire Hathaway Inc

CIK 1943228 ASHEVILLE, NC

Position in BRK-B

as of Mar 31, 2026 · filed Apr 2, 2026 Compact

Position Value

$475,845

-$262,045 QoQ

Shares Held

993

-32.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Horizons Wealth Management holds $502,050 across 2 Insurance - Diversified names. BRK-B ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	993	$475,845
2	ACGL	Arch Capital Group Ltd.	273	$26,205

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$475,845	993	-32.4%	Shares	Sole	2026-04-02
2025-12-31	$737,890	1,468	-6.3%	Shares	Sole	2026-01-05
2025-09-30	$787,290	1,566	0.0%	Shares	Sole	2025-10-03
2025-06-30	$760,715	1,566	-5.1%	Shares	Sole	2025-07-07
2025-03-31	$878,757	1,650	-0.2%	Shares	Sole	2025-04-10
2024-12-31	$749,725	1,654	+9.2%	Shares	Sole	2025-01-07
2024-09-30	$697,293	1,515	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$618,336	1,520	+6.7%	Shares	Sole	2024-07-22
2024-03-31	$599,241	1,425	0.0%	Shares	Sole	2024-04-03
2023-12-31	$508,240	1,425	0.0%	Shares	Sole	2024-01-08
2023-09-30	$499,177	1,425	0.0%	Shares	Sole	2023-10-12
2023-06-30	$485,925	1,425	0.0%	Shares	Sole	2023-07-03
2023-03-31	$439,997	1,425	0.0%	Shares	Sole	2023-04-06
2022-12-31	$440,182	1,425	0.0%	Shares	Sole	2023-01-03
2022-09-30	$380,503	1,425	0.0%	Shares	Sole	2022-10-04
2022-06-30	$389,053	1,425	—	Shares	Sole	2022-08-19
No filing history on record for this holder in this stock.