Synergy Investment Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$749,082
+$279,946 QoQ
Shares Held
1,497
+52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#3,751
of 4,950 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $771,363 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.1% of the industry book) .
All Filings in BRK-B
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,082 | 1,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $469,136 | 979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,972 | 933 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $463,526 | 922 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $426,506 | 878 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $433,520 | 814 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $364,437 | 804 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||