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Patriot Financial Group Insurance Agency, LLC → BRK/A

Patriot Financial Group Insurance Agency, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$14.3M
Q3 2026
Peak value
$24.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.2M
Q1 2026$24.5M
Q2 2026$13.4M
Q3 2026$14.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.3M28.8K——
Q2 2026$13.4M26.9K——
Q1 2026$24.5M51.1K——
Q4 2025$12.2M24.3K——

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