OPPENHEIMER ASSET MANAGEMENT INC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1269119 NEW YORK, NY

Position in BRK-B

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$54,609,559

+$1,581,769 QoQ

Shares Held

109,134

-1.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#517

of 4,965 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $80,211,329 across 4 Insurance - Diversified names. BRK-B ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	109,134	$54,609,559
2	AIG	American International Group, Inc.	188,277	$14,032,283
3	ACGL	Arch Capital Group Ltd.	115,573	$11,217,514
4	HIG	Hartford Insurance Group, Inc.	2,656	$351,973

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,609,559	109,134	-1.4%	Shares	Other	2026-08-03
2026-03-31	$53,027,790	110,659	-1.8%	Shares	Other	2026-04-24
2025-09-30	$56,663,319	112,709	-0.4%	Shares	Other	2025-11-06
2025-06-30	$54,954,670	113,129	-16.7%	Shares	Other	2025-07-31
2025-03-31	$72,297,200	135,749	-31.6%	Shares	Other	2025-04-23
2024-12-31	$89,964,291	198,474	-0.7%	Shares	Other	2025-02-05
2024-09-30	$91,959,943	199,800	-10.3%	Shares	Other	2024-11-05
2024-06-30	$90,660,666	222,863	+14.1%	Shares	Other	2024-08-08
2024-03-31	$82,111,151	195,261	-11.6%	Shares	Other	2024-05-07
2023-12-31	$78,820,072	220,995	-0.5%	Shares	Other	2024-02-13
2023-09-30	$77,822,995	222,161	+1.7%	Shares	Other	2023-11-08
2023-06-30	$74,515,661	218,521	+3.4%	Shares	Other	2023-08-03
2023-03-31	$65,231,054	211,261	+1.1%	Shares	Other	2023-05-10
2022-12-31	$64,576,469	209,053	+1.0%	Shares	Other	2023-02-07
2022-09-30	$55,241,895	206,883	+2.8%	Shares	Other	2022-11-14
2022-06-30	$54,956,192	201,290	+0.5%	Shares	Other	2022-08-08
2022-03-31	$70,682,928	200,286	-23.5%	Shares	Other	2022-05-12
2021-12-31	$78,332,319	261,981	-0.1%	Shares	Other	2022-02-02
2021-09-30	$71,557,222	262,172	+1.3%	Shares	Other	2021-11-12
2021-06-30	$71,939,588	258,850	-0.4%	Shares	Other	2021-08-03
2021-03-31	$66,421,686	259,998	+1.4%	Shares	Other	2021-05-17
2020-12-31	$59,475,578	256,504	-0.7%	Shares	Other	2021-02-11
2020-09-30	$54,979,612	258,193	-1.7%	Shares	Other	2020-11-13
2020-06-30	$46,890,825	262,679	+1.3%	Shares	Other	2020-08-11
2020-03-31	$47,418,051	259,356	—	Shares	Other	2020-05-08
No filing history on record for this holder in this stock.