VALLEY NATIONAL ADVISERS INC

Position in BRK-B — Berkshire Hathaway Inc

CIK 773411 BETHLEHEM, PA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,570,061

-$1,229,814 QoQ

Shares Held

9,133

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#1,957

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $4,585,196 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	9,133	$4,570,061
2	HIG	Hartford Insurance Group, Inc.	102	$13,517
3	ACGL	Arch Capital Group Ltd.	9	$873
4	AIG	American International Group, Inc.	10	$745

All Filings in BRK-B

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,570,061	9,133	+0.3%	Shares	Sole	2026-07-29
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-15
2026-03-31	$4,363,595	9,106	+0.1%	Shares	Sole	2026-04-15
2025-12-31 BRK-A	$1,509,600	2	0.0%	Shares	Sole	2026-01-23
2025-12-31	$4,571,099	9,094	+2.8%	Shares	Sole	2026-01-23
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-17
2025-09-30	$4,448,243	8,848	-2.5%	Shares	Sole	2025-10-17
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-07-22
2025-06-30	$4,410,305	9,079	-0.0%	Shares	Sole	2025-07-22
2025-03-31 BRK-A	$1,596,884	2	—	Shares	Sole	2025-04-25
2025-03-31	$4,835,826	9,080	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$4,110,796	9,069	-3.7%	Shares	Sole	2025-01-24
2024-09-30	$4,334,268	9,417	-9.1%	Shares	Sole	2024-10-24
2024-06-30	$4,213,227	10,357	+0.5%	Shares	Sole	2024-07-18
2024-03-31	$4,335,140	10,309	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$3,655,765	10,250	+2.9%	Shares	Sole	2024-01-25
2023-09-30	$3,490,038	9,963	+1.5%	Shares	Sole	2023-11-13
2023-06-30	$3,348,279	9,819	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$3,012,668	9,757	+0.6%	Shares	Sole	2023-04-26
2022-12-31	$2,994,785	9,695	+0.3%	Shares	Sole	2023-01-12
2022-09-30	$2,581,816	9,669	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$2,637,919	9,662	0.0%	Shares	Sole	2022-07-15
2022-03-31	$3,409,816	9,662	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$2,880,566	9,634	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$2,657,343	9,736	+18.2%	Shares	Sole	2021-11-10
2021-06-30	$2,288,393	8,234	+3.8%	Shares	Sole	2021-08-02
2021-03-31	$2,026,898	7,934	-3.7%	Shares	Sole	2021-05-07
2020-12-31	$1,910,840	8,241	-0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,755,477	8,244	-0.2%	Shares	Sole	2020-11-13
2020-06-30	$1,474,314	8,259	+3.9%	Shares	Sole	2020-08-10
2020-03-31	$1,453,132	7,948	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.