MWMDPGFG
BRK.B icon

MLG Wealth Management DBA Pine Grove Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$748K Buy
+1,489
New +$741K 0.09% 96

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's BRK.B Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Berkshire Hathaway Class B (BRK.B) in Q4 2025: 1,489 shares worth $748K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings.

4,895 funds tracked by Wall St. Rank hold BRK.B as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 1,489 shares of Berkshire Hathaway Class B worth $748K as of Q4 2025.
  • Berkshire Hathaway Class B was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Berkshire Hathaway Class B made up 0.09% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #96 holding.
  • 4,895 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.