AssuredPartners Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Sell
1,971
-329
-14% -$160K 0.23% 77
2025
Q1
$1.22M Buy
2,300
+35
+2% +$18.6K 0.24% 107
2024
Q4
$1.03M Buy
+2,265
New +$1.03M 0.2% 117