BOK Financial Private Wealth, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 1317348
DENVER, CO
Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,498,506
+$179,477 QoQ
Shares Held
8,990
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,977
of 4,950 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $5,118,560 across 6 Insurance - Diversified names. BRK-B ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
8,990 | $4,498,506 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,556 | $603,761 | |
| 3 | AIG |
American International Group, Inc.
|
142 | $10,583 | |
| 4 | SLF |
Sun Life Financial Inc
|
61 | $4,783 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
8 | $776 | |
| 6 | AEG |
Aegon Ltd.
|
18 | $151 |
All Filings in BRK-B
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,498,506 | 8,990 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,319,029 | 9,013 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,486,653 | 8,926 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,843,397 | 9,634 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,785,320 | 9,851 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $5,243,250 | 9,845 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 BRK-A | $1,361,840 | 2 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $3,979,345 | 8,779 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 BRK-A | $1,382,360 | 2 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $4,441,509 | 9,650 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $3,646,555 | 8,964 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-05-01 | |
| 2024-03-31 | $3,873,830 | 9,212 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $3,150,021 | 8,832 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $2,918,699 | 8,332 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $2,862,695 | 8,395 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-04-24 | |
| 2023-03-31 | $3,200,092 | 10,364 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 BRK-A | $937,422 | 2 | Shares | Sole | 2023-02-02 | |
| 2022-12-31 | $3,011,466 | 9,749 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 BRK-A | $1,625,880 | 4 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $2,750,573 | 10,301 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 BRK-A | $2,044,750 | 5 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $2,832,309 | 10,374 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BRK-A | $3,173,526 | 6 | Shares | Sole | 2022-05-09 | |
| 2022-03-31 | $5,838,543 | 16,544 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 BRK-A | $2,253,310 | 5 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $4,496,661 | 15,039 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 BRK-A | $822,758 | 2 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,832,025 | 10,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $2,816,997 | 10,136 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 BRK-A | $771,404 | 2 | Shares | Sole | 2021-05-12 | |
| 2021-03-31 | $2,261,931 | 8,854 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-06 | |
| 2020-09-30 | $1,615,788 | 7,588 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 BRK-A | $267,000 | 100 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $1,387,379 | 7,772 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 BRK-A | $1,088,000 | 4 | Shares | Sole | 2020-05-07 | |
| 2020-03-31 | $1,973,467 | 10,794 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||