Annis Gardner Whiting Capital Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1998414
TAMPA, FL
Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,774,708
+$420,010 QoQ
Shares Held
6,048
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,131
of 4,950 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $4,836,089 across 2 Insurance - Diversified names. BRK-B ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
6,048 | $3,774,708 | |
| 2 | AIG |
American International Group, Inc.
|
14,241 | $1,061,381 |
All Filings in BRK-B
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $3,025,858 | 6,047 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $2,636,558 | 5,502 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $2,352,904 | 4,681 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $2,310,090 | 4,595 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $2,199,566 | 4,528 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $2,049,367 | 3,848 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,981,740 | 4,372 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,026,524 | 4,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,566,993 | 3,852 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,595,873 | 3,795 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,482,992 | 4,158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,091,184 | 3,115 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||