A detailed history of Theory Financial LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Theory Financial LLC holds 1,223 shares of BRK-B stock, worth $622,433. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,223
Previous 1,208 1.24%
Holding current value
$622,433
Previous $586,000 4.78%
% of portfolio
0.24%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$459.11 - $506.91 $6,886 - $7,603
15 Added 1.24%
1,223 $614,000
Q2 2025

Aug 11, 2025

BUY
$483.48 - $539.8 $48,348 - $53,979
100 Added 9.03%
1,208 $586,000
Q4 2024

Feb 03, 2025

BUY
$442.29 - $483.08 $490,057 - $535,252
1,108 New
1,108 $502,000

Others Institutions Holding BRK-B

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 $662B
More about BRK-B
Track This Portfolio

Track Theory Financial LLC Portfolio

Follow Theory Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Theory Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Theory Financial LLC with notifications on news.