Cassaday & Co Wealth Management LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1963612
MCLEAN, VA
Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,488,500
+$307,100 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,546
of 4,965 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $7,998,250 across 6 Insurance - Diversified names. BRK-B ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
10 | $7,488,500 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,573 | $346,795 | |
| 3 | AIG |
American International Group, Inc.
|
1,587 | $118,279 | |
| 4 | SLF |
Sun Life Financial Inc
|
400 | $31,368 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
310 | $13,224 | |
| 6 | AEG |
Aegon Ltd.
|
10 | $84 |
All Filings in BRK-B
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $7,488,500 | 10 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BRK-A | $7,181,400 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 BRK-A | $7,548,000 | 10 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 BRK-A | $7,542,000 | 10 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 BRK-A | $7,288,000 | 10 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 BRK-A | $7,984,420 | 10 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 BRK-A | $6,809,200 | 10 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 BRK-A | $6,911,800 | 10 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 BRK-A | $6,122,410 | 10 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BRK-A | $6,344,400 | 10 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 BRK-A | $5,426,250 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $5,314,770 | 10 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||