RFG - Bristol Wealth Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2055104
TAUNTON, MA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,723,181
+$155,926 QoQ
Shares Held
9,439
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#1,928
of 4,965 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $5,014,263 across 2 Insurance - Diversified names. BRK-B ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
9,439 | $4,723,181 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,999 | $291,082 |
All Filings in BRK-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,723,181 | 9,439 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,567,255 | 9,531 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,817,900 | 9,585 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,903,223 | 9,753 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,810,580 | 9,903 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,274,139 | 9,903 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,477,046 | 9,877 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||