Moran Wealth Management, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1965334 Naples, FL

Position in BRK-B

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,506,363

+$364,032 QoQ

Shares Held

32,987

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,020

of 4,950 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $22,919,699 across 2 Insurance - Diversified names. BRK-B ranks #1 (72.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	32,987	$16,506,363
2	ACGL	Arch Capital Group Ltd.	66,076	$6,413,336

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,506,363	32,987	-2.1%	Shares	Sole	2026-08-05
2026-03-31	$16,142,331	33,686	-4.0%	Shares	Defined	2026-04-27
2025-12-31	$17,630,448	35,075	-1.2%	Shares	Sole	2026-01-26
2025-09-30	$17,839,226	35,484	-0.4%	Shares	Sole	2025-10-23
2025-06-30	$17,314,785	35,644	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$19,257,026	36,158	-12.7%	Shares	Sole	2025-04-23
2024-12-31	$18,774,857	41,420	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$18,824,173	40,899	-0.3%	Shares	Sole	2024-11-08
2024-06-30	$16,688,156	41,023	+216.1%	Shares	Sole	2024-08-13
2024-03-31	$5,457,929	12,979	-3.4%	Shares	Sole	2024-05-15
2023-12-31	$4,794,223	13,442	+9.5%	Shares	Sole	2024-02-08
2023-09-30	$4,302,034	12,281	+1.2%	Shares	Sole	2023-11-13
2023-06-30	$4,136,330	12,130	-18.5%	Shares	Sole	2023-08-10
2023-03-31	$4,596,658	14,887	-4.9%	Shares	Sole	2023-05-10
2022-12-31	$4,835,829	15,655	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.