Private Wealth Management Group, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 2011342 PRINCETON, NJ

Position in BRK-B

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,404,094

+$197,948 QoQ

Shares Held

2,806

+11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#3,120

of 4,950 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $1,544,089 across 4 Insurance - Diversified names. BRK-B ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	2,806	$1,404,094
2	AIG	American International Group, Inc.	1,238	$92,268
3	HIG	Hartford Insurance Group, Inc.	221	$29,286
4	ACGL	Arch Capital Group Ltd.	190	$18,441

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,404,094	2,806	+11.5%	Shares	Sole	2026-07-27
2026-03-31	$1,206,146	2,517	+0.6%	Shares	Sole	2026-04-23
2025-12-31	$1,258,132	2,503	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$1,271,429	2,529	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$1,232,398	2,537	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$1,349,025	2,533	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$1,146,345	2,529	+1.0%	Shares	Sole	2025-01-27
2024-09-30	$1,152,491	2,504	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$1,012,118	2,488	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$1,040,366	2,474	+4.2%	Shares	Sole	2024-04-30
2023-12-31	$846,710	2,374	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.