MONTAG A & ASSOCIATES INC

Position in BRK-B — Berkshire Hathaway Inc

CIK 829407 ATLANTA, GA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$21,182,439

+$874,015 QoQ

Shares Held

25,881

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#902

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

MONTAG A & ASSOCIATES INC holds $23,089,399 across 4 Insurance - Diversified names. BRK-B ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	25,881	$21,182,439
2	AIG	American International Group, Inc.	15,427	$1,149,774
3	ACGL	Arch Capital Group Ltd.	7,650	$742,509
4	AEG	Aegon Ltd.	1,739	$14,677

All Filings in BRK-B

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49 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$8,237,350	11	0.0%	Shares	Sole	2026-08-05
2026-06-30	$12,945,089	25,870	-0.1%	Shares	Sole	2026-08-05
2026-03-31 BRK-A	$7,899,540	11	0.0%	Shares	Sole	2026-04-29
2026-03-31	$12,408,884	25,895	+13.6%	Shares	Sole	2026-04-29
2025-12-31 BRK-A	$8,302,800	11	0.0%	Shares	Sole	2026-02-02
2025-12-31	$11,455,393	22,790	+3.7%	Shares	Sole	2026-02-02
2025-09-30 BRK-A	$8,296,200	11	0.0%	Shares	Sole	2025-11-12
2025-09-30	$11,045,700	21,971	+0.7%	Shares	Sole	2025-11-12
2025-06-30 BRK-A	$8,016,800	11	0.0%	Shares	Sole	2025-08-07
2025-06-30	$10,596,586	21,814	-19.0%	Shares	Sole	2025-08-07
2025-03-31 BRK-A	$8,782,862	11	0.0%	Shares	Sole	2025-05-05
2025-03-31	$14,334,390	26,915	-3.1%	Shares	Sole	2025-05-05
2024-12-31 BRK-A	$7,490,120	11	0.0%	Shares	Sole	2025-01-30
2024-12-31	$12,588,945	27,773	+1.3%	Shares	Sole	2025-01-30
2024-09-30 BRK-A	$7,602,980	11	0.0%	Shares	Sole	2024-11-05
2024-09-30	$12,622,630	27,425	+3.4%	Shares	Sole	2024-11-05
2024-06-30 BRK-A	$6,734,651	11	0.0%	Shares	Sole	2024-07-31
2024-06-30	$10,789,149	26,522	+0.9%	Shares	Sole	2024-07-31
2024-03-31 BRK-A	$6,978,840	11	0.0%	Shares	Sole	2024-05-07
2024-03-31	$11,053,368	26,285	+0.0%	Shares	Sole	2024-05-07
2023-12-31 BRK-A	$5,968,875	11	0.0%	Shares	Sole	2024-02-07
2023-12-31	$9,372,311	26,278	+3.3%	Shares	Sole	2024-02-07
2023-09-30 BRK-A	$5,846,247	11	0.0%	Shares	Sole	2023-11-09
2023-09-30	$8,909,880	25,435	0.0%	Shares	Sole	2023-11-09
2023-06-30 BRK-A	$5,695,910	11	0.0%	Shares	Sole	2023-08-09
2023-06-30	$8,673,335	25,435	-0.1%	Shares	Sole	2023-08-09
2023-03-31 BRK-A	$5,121,600	11	0.0%	Shares	Sole	2023-05-11
2023-03-31	$7,863,136	25,466	-1.4%	Shares	Sole	2023-05-11
2022-12-31 BRK-A	$5,155,821	11	0.0%	Shares	Sole	2023-02-02
2022-12-31	$7,976,415	25,822	-1.1%	Shares	Sole	2023-02-02
2022-09-30 BRK-A	$4,471,170	11	+10.0%	Shares	Sole	2022-11-09
2022-09-30	$6,972,693	26,113	+2.5%	Shares	Sole	2022-11-09
2022-06-30 BRK-A	$4,089,500	10	0.0%	Shares	Sole	2022-08-10
2022-06-30	$6,958,187	25,486	-1.5%	Shares	Sole	2022-08-10
2022-03-31 BRK-A	$5,289,210	10	0.0%	Shares	Sole	2022-05-02
2022-03-31	$9,126,605	25,861	-8.6%	Shares	Sole	2022-05-02
2021-12-31 BRK-A	$4,506,620	10	0.0%	Shares	Sole	2022-02-09
2021-12-31	$8,460,803	28,297	-1.5%	Shares	Sole	2022-02-09
2021-09-30 BRK-A	$4,113,790	10	0.0%	Shares	Sole	2021-11-08
2021-09-30	$7,842,657	28,734	-10.1%	Shares	Sole	2021-11-08
2021-06-30 BRK-A	$4,186,010	10	0.0%	Shares	Sole	2021-08-03
2021-06-30	$8,886,214	31,974	-1.9%	Shares	Sole	2021-08-03
2021-03-31 BRK-A	$3,857,020	10	0.0%	Shares	Sole	2021-05-14
2021-03-31	$8,326,789	32,594	-2.4%	Shares	Sole	2021-05-14
2020-12-31 BRK-A	$3,478,150	10	—	Shares	Sole	2021-02-12
2020-12-31	$7,744,921	33,402	+4.9%	Shares	Sole	2021-02-12
2020-09-30	$6,779,583	31,838	-6.2%	Shares	Sole	2020-11-12
2020-06-30	$6,056,487	33,928	-26.8%	Shares	Sole	2020-08-04
2020-03-31	$8,475,633	46,358	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.