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Rafferty Asset Management, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 563,804 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 563,804 shares
    Change vs previous 13F +93,038 shares

    0.64% of the 13F portfolio, value $282,121,884.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 470,766 shares
    Change vs previous 13F -111,024 shares

    0.92% of the 13F portfolio, value $225,591,067.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 581,790 shares
    Change vs previous 13F -54,795 shares

    1.01% of the 13F portfolio, value $292,436,744.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 636,585 shares
    Change vs previous 13F +8,276 shares

    1.04% of the 13F portfolio, value $320,036,743.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 628,309 shares
    Change vs previous 13F +16,286 shares

    1.01% of the 13F portfolio, value $305,213,663.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 612,023 shares
    Change vs previous 13F -37,906 shares

    1.39% of the 13F portfolio, value $325,951,209.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 649,929 shares
    Change vs previous 13F +28,864 shares

    1.04% of the 13F portfolio, value $294,599,817.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 621,065 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $285,851,377.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).