Finivi Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 2101641 WESTBOROUGH, MA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,213,283

+$6,387 QoQ

Shares Held

8,420

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.80%

of 13F equity value

Holder Rank

#2,034

of 4,950 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Finivi Inc. holds $5,007,814 across 3 Insurance - Diversified names. BRK-B ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	8,420	$4,213,283
2	AIG	American International Group, Inc.	6,027	$449,192
3	ACGL	Arch Capital Group Ltd.	3,558	$345,339

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,213,283	8,420	-4.1%	Shares	Sole	2026-07-09
2026-03-31	$4,206,896	8,779	+6.5%	Shares	Sole	2026-04-10
2025-12-31	$4,142,841	8,242	-2.0%	Shares	Sole	2026-01-27
2025-09-30	$4,226,032	8,406	+1.0%	Shares	Sole	2025-12-19
2025-06-30	$4,042,577	8,322	+2.5%	Shares	Sole	2025-12-19
2025-03-31	$4,325,082	8,121	+3.3%	Shares	Sole	2025-12-19
2024-12-31	$3,565,047	7,865	+3.0%	Shares	Sole	2025-12-19
2024-09-30	$3,515,465	7,638	-9.9%	Shares	Sole	2025-12-19
2024-06-30	$3,448,850	8,478	+2.4%	Shares	Sole	2025-12-19
2024-03-31	$3,483,167	8,283	+2.3%	Shares	Sole	2025-12-19
2023-12-31	$2,887,876	8,097	+52.5%	Shares	Sole	2025-12-19
2021-12-31	$1,587,989	5,311	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.