EVERGREEN CAPITAL MANAGEMENT LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1260824
Bellevue, WA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,561,083
-$8,845,196 QoQ
Shares Held
45,087
-15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#877
of 4,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 36%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$255,470
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $30,784,028 across 6 Insurance - Diversified names. BRK-B ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
45,087 | $22,561,083 | |
| 2 | AIG |
American International Group, Inc.
|
60,851 | $4,535,224 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
11,401 | $1,510,860 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,682 | $1,036,794 | |
| 5 | AEG |
Aegon Ltd.
|
85,249 | $719,501 | |
| 6 | SLF |
Sun Life Financial Inc
|
5,363 | $420,566 |
All Filings in BRK-B
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,561,083 | 45,087 | Shares | Other | 2026-07-23 | |
| 2026-03-31 BRK-A | $5,745,120 | 8 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $25,661,159 | 53,550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Sole | 2026-01-27 | |
| 2025-12-31 | $22,783,615 | 45,327 | Shares | Other | 2026-01-27 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Sole | 2025-10-28 | |
| 2025-09-30 | $22,255,294 | 44,268 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 BRK-A | $2,915,200 | 4 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $20,251,264 | 41,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $21,467,766 | 40,309 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $16,563,756 | 36,542 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,122,591 | 37,202 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $15,241,575 | 37,467 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $15,671,518 | 37,267 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,103,331 | 36,739 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $12,784,548 | 36,496 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $12,431,837 | 36,457 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $10,847,707 | 35,132 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $10,287,605 | 33,304 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $7,151,863 | 26,784 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,374,197 | 23,347 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $17,343,056 | 49,143 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,585,220 | 48,780 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $12,926,165 | 47,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,538,623 | 23,527 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,070,989 | 23,764 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $255,470 | 1,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $5,262,753 | 22,697 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,659,877 | 35,972 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,587,389 | 42,504 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,136,117 | 44,501 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||