COLDSTREAM CAPITAL MANAGEMENT INC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1082339 BELLEVUE, WA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$96,880,223

+$54,249,281 QoQ

Shares Held

78,453

-1.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#369

of 4,965 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $99,954,823 across 4 Insurance - Diversified names. BRK-B ranks #1 (96.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	78,453	$96,880,223
2	HIG	Hartford Insurance Group, Inc.	9,325	$1,235,749
3	AIG	American International Group, Inc.	15,287	$1,139,340
4	ACGL	Arch Capital Group Ltd.	7,207	$699,511

All Filings in BRK-B

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$60,647,484	6,044	+100633.3%	Shares	Sole	2026-08-14
2026-06-30	$36,232,739	72,409	-9.5%	Shares	Sole	2026-08-14
2026-03-31 BRK-A	$4,308,840	6	-92.6%	Shares	Sole	2026-05-08
2026-03-31	$38,322,102	79,971	+14.3%	Shares	Sole	2026-05-08
2025-12-31 BRK-A	$61,138,800	81	-46.4%	Shares	Sole	2026-02-09
2025-12-31	$35,159,361	69,948	-6.0%	Shares	Sole	2026-02-09
2025-09-30 BRK-A	$113,884,200	151	-9.0%	Shares	Sole	2025-11-19
2025-09-30	$37,422,457	74,437	+10.5%	Shares	Sole	2025-11-19
2025-06-30 BRK-A	$120,980,800	166	+3220.0%	Shares	Sole	2025-08-12
2025-06-30	$32,709,322	67,335	+11.9%	Shares	Sole	2025-08-12
2025-03-31 BRK-A	$3,992,210	5	+25.0%	Shares	Sole	2025-05-13
2025-03-31	$32,047,468	60,174	+6.7%	Shares	Sole	2025-05-13
2024-12-31	$25,573,604	56,419	+6.2%	Shares	Sole	2025-02-14
2024-09-30	$24,452,693	53,128	+15.1%	Shares	Sole	2024-11-18
2024-06-30	$18,770,972	46,143	+1.8%	Shares	Sole	2024-08-07
2024-03-31	$19,053,340	45,309	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$15,750,818	44,162	+3.6%	Shares	Sole	2024-02-09
2023-09-30	$14,928,735	42,617	+1.2%	Shares	Sole	2023-11-02
2023-06-30 BRK-A	$2,071,240	4	0.0%	Shares	Sole	2023-08-03
2023-06-30	$14,363,261	42,121	-2.9%	Shares	Sole	2023-08-03
2023-03-31 BRK-A	$1,862,400	4	0.0%	Shares	Sole	2023-05-15
2023-03-31	$13,391,972	43,372	-0.1%	Shares	Sole	2023-05-15
2022-12-31 BRK-A	$1,874,844	4	0.0%	Shares	Sole	2023-01-10
2022-12-31	$13,416,453	43,433	+6.2%	Shares	Sole	2023-01-10
2022-06-30 BRK-A	$1,635,800	4	-42.9%	Shares	Sole	2022-08-08
2022-06-30	$11,168,429	40,907	-0.5%	Shares	Sole	2022-08-08
2022-03-31 BRK-A	$3,702,447	7	-12.5%	Shares	Sole	2022-05-11
2022-03-31	$14,512,012	41,121	+6.0%	Shares	Sole	2022-05-11
2021-12-31 BRK-A	$3,605,296	8	+33.3%	Shares	Sole	2022-02-11
2021-12-31	$11,603,592	38,808	+154.3%	Shares	Sole	2022-02-11
2021-09-30 BRK-A	$2,468,274	6	+20.0%	Shares	Sole	2021-11-12
2021-09-30	$4,165,337	15,261	-29.3%	Shares	Sole	2021-11-12
2021-06-30 BRK-A	$2,093,005	5	0.0%	Shares	Sole	2021-08-16
2021-06-30	$5,996,957	21,578	+7.1%	Shares	Sole	2021-08-16
2021-03-31 BRK-A	$1,928,510	5	0.0%	Shares	Sole	2021-06-16
2021-03-31	$5,146,698	20,146	+7.6%	Shares	Sole	2021-06-16
2020-12-31 BRK-A	$1,739,075	5	-16.7%	Shares	Sole	2021-02-16
2020-12-31	$4,339,910	18,717	+77.8%	Shares	Sole	2021-02-16
2020-09-30 BRK-A	$1,920,006	6	0.0%	Shares	Sole	2020-11-16
2020-09-30	$2,241,406	10,526	-16.5%	Shares	Sole	2020-11-16
2020-06-30 BRK-A	$1,603,800	6	0.0%	Shares	Sole	2020-08-12
2020-06-30	$2,251,368	12,612	-0.2%	Shares	Sole	2020-08-12
2020-03-31 BRK-A	$1,632,000	6	—	Shares	Sole	2020-05-27
2020-03-31	$2,309,508	12,632	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.