SUCCESSION FINANCIAL, INC.’s Berkshire Hathaway Class A BRK.A Stock Holding History

SUCCESSION FINANCIAL, INC.’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	+2	New	+$1.44M	1.42%	10

Other funds holding BRK.A

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Hikari Power Tokyo, Japan $855M AUM 14.24% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BIM

Baldwin Investment Management West Conshohocken, Pennsylvania $1.03B AUM 22.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s BRK.A Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 2 shares worth $1.5M. The stake represents 1.42% of the portfolio and ranks #10 among its holdings.

918 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 2 shares of Berkshire Hathaway Class A worth $1.5M as of Q2 2026.
Berkshire Hathaway Class A was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Berkshire Hathaway Class A made up 1.42% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #10 holding.
918 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.