Aventura Private Wealth, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 2074418 AVENTURA, FL

Position in BRK-B

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,083,844

+$49,731 QoQ

Shares Held

2,166

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#3,380

of 4,950 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $1,148,013 across 4 Insurance - Diversified names. BRK-B ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	2,166	$1,083,844
2	AIG	American International Group, Inc.	451	$33,613
3	ACGL	Arch Capital Group Ltd.	308	$29,894
4	HIG	Hartford Insurance Group, Inc.	5	$662

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,844	2,166	+0.4%	Shares	Sole	2026-07-15
2026-03-31	$1,034,113	2,158	+1.5%	Shares	Sole	2026-05-06
2025-12-31	$1,069,136	2,127	+1.1%	Shares	Sole	2026-01-07
2025-09-30	$1,057,764	2,104	+206.3%	Shares	Sole	2026-01-07
2025-06-30	$333,723	687	+10.3%	Shares	Sole	2026-01-07
2025-03-31	$331,797	623	+4.5%	Shares	Sole	2026-01-07
2024-12-31	$270,154	596	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.