Monterey Private Wealth, Inc. Berkshire Hathaway Inc Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 42 shares of BRK-A stock, worth $30 Million. This represents 9.93% of its overall portfolio holdings.
Number of Shares
42Holding current value
$30 Million% of portfolio
9.93%Shares
1 transactions
Others Institutions Holding BRK-A
# of Institutions
1,504Shares Held
99.9KCall Options Held
0Put Options Held
1-
First Manhattan CO New York, NY14.3KShares$10.2 Billion35.14% of portfolio
-
Wood Trust Financial Corp9.77KShares$6.98 Billion89.28% of portfolio
-
Auto Owners Insurance CO Lansing, MI9.59KShares$6.85 Billion58.6% of portfolio
-
Vista Capital Partners, Inc.6.17KShares$4.41 Billion85.78% of portfolio
-
Kestra Advisory Services, LLC4.56KShares$3.26 Billion18.52% of portfolio
About BERKSHIRE HATHAWAY INC
- Ticker BRK-A
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 599,924
- Market Cap $429B
- Description
- Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...