Planning Strategies Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 2139665 LANCASTER, PA

Position in BRK-B

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

Position Value

$860,670

New position

Shares Held

1,720

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

3.20%

of 13F equity value

Holder Rank

#3,613

of 4,950 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planning Strategies Inc. holds $915,487 across 5 Insurance - Diversified names. BRK-B ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	1,720	$860,670
2	SLF	Sun Life Financial Inc	560	$43,915
3	AIG	American International Group, Inc.	70	$5,217
4	ACGL	Arch Capital Group Ltd.	34	$3,300
5	HIG	Hartford Insurance Group, Inc.	18	$2,385

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$860,670	1,720	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.