Heron Financial Group, LLC Berkshire Hathaway Inc Class B Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heron Financial Group, LLC holds 5,899 shares of BRK-B stock, worth $2.7 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
5,899
Previous 5,917
0.3%
Holding current value
$2.7 Million
Previous $1.83 Million
10.13%
% of portfolio
1.08%
Previous 1.01%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,381Shares Held
839MCall Options Held
21MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA146MShares$66.9 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY107MShares$49 Billion1.0% of portfolio
-
State Street Corp Boston, MA70.5MShares$32.2 Billion1.35% of portfolio
-
Geode Capital Management, LLC Boston, MA36.7MShares$16.8 Billion1.39% of portfolio
-
Morgan Stanley New York, NY26.6MShares$12.1 Billion0.9% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $595B