GRIMES & Co WEALTH MANAGEMENT, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1321993 WESTBOROUGH, MA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$12,234,535

-$590,891 QoQ

Shares Held

24,450

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,199

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $14,486,901 across 4 Insurance - Diversified names. BRK-B ranks #1 (84.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	24,450	$12,234,535
2	ACGL	Arch Capital Group Ltd.	17,685	$1,716,505
3	SLF	Sun Life Financial Inc	4,175	$327,402
4	AIG	American International Group, Inc.	2,797	$208,459

All Filings in BRK-B

Export CSV

48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,234,535	24,450	+2.9%	Shares	Sole	2026-07-17
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-21
2026-03-31	$11,389,146	23,767	+5.1%	Shares	Sole	2026-04-21
2025-12-31 BRK-A	$1,509,600	2	-50.0%	Shares	Sole	2026-02-03
2025-12-31	$11,367,429	22,615	+7.4%	Shares	Other	2026-02-03
2025-09-30 BRK-A	$3,016,800	4	0.0%	Shares	Sole	2025-10-27
2025-09-30	$10,588,207	21,061	+17.3%	Shares	Sole	2025-10-27
2025-06-30 BRK-A	$2,915,200	4	0.0%	Shares	Sole	2025-07-22
2025-06-30	$8,720,542	17,952	-0.2%	Shares	Sole	2025-07-22
2025-03-31 BRK-A	$3,193,768	4	0.0%	Shares	Sole	2025-04-17
2025-03-31	$9,581,114	17,990	+1.8%	Shares	Sole	2025-04-17
2024-12-31 BRK-A	$2,723,680	4	0.0%	Shares	Sole	2025-01-21
2024-12-31	$8,006,737	17,664	+5.2%	Shares	Sole	2025-01-21
2024-09-30 BRK-A	$2,764,720	4	0.0%	Shares	Sole	2024-10-22
2024-09-30	$7,726,844	16,788	-0.7%	Shares	Sole	2024-10-22
2024-06-30 BRK-A	$2,448,964	4	0.0%	Shares	Sole	2024-07-22
2024-06-30	$6,876,140	16,903	-0.7%	Shares	Sole	2024-07-22
2024-03-31 BRK-A	$2,537,760	4	0.0%	Shares	Sole	2024-04-17
2024-03-31	$7,156,829	17,019	+3.2%	Shares	Sole	2024-04-17
2023-12-31 BRK-A	$2,170,500	4	0.0%	Shares	Sole	2024-01-24
2023-12-31	$5,883,463	16,496	+8.0%	Shares	Sole	2024-01-24
2023-09-30 BRK-A	$2,125,908	4	0.0%	Shares	Sole	2023-10-19
2023-09-30	$5,352,584	15,280	+0.3%	Shares	Sole	2023-10-19
2023-06-30 BRK-A	$2,071,240	4	0.0%	Shares	Sole	2023-07-19
2023-06-30	$5,196,499	15,239	-0.9%	Shares	Sole	2023-07-19
2023-03-31 BRK-A	$1,862,400	4	0.0%	Shares	Sole	2023-04-20
2023-03-31	$4,750,426	15,385	-0.5%	Shares	Sole	2023-04-20
2022-12-31 BRK-A	$1,874,844	4	0.0%	Shares	Sole	2023-01-25
2022-12-31	$4,777,138	15,465	-1.0%	Shares	Sole	2023-01-25
2022-09-30 BRK-A	$1,625,880	4	0.0%	Shares	Sole	2022-10-28
2022-09-30	$4,172,454	15,626	+0.2%	Shares	Sole	2022-10-28
2022-06-30 BRK-A	$1,635,800	4	-20.0%	Shares	Sole	2022-07-22
2022-06-30	$4,255,835	15,588	-0.3%	Shares	Sole	2022-07-22
2022-03-31 BRK-A	$2,644,605	5	+25.0%	Shares	Sole	2022-05-06
2022-03-31	$5,517,042	15,633	-0.2%	Shares	Sole	2022-05-06
2021-12-31 BRK-A	$1,802,648	4	0.0%	Shares	Sole	2022-02-01
2021-12-31	$4,682,938	15,662	+6.1%	Shares	Sole	2022-02-01
2021-09-30 BRK-A	$1,645,516	4	0.0%	Shares	Sole	2021-11-08
2021-09-30	$4,029,686	14,764	-1.9%	Shares	Sole	2021-11-08
2021-06-30 BRK-A	$1,674,404	4	0.0%	Shares	Sole	2021-08-04
2021-06-30	$4,182,140	15,048	-14.6%	Shares	Sole	2021-08-04
2021-03-31 BRK-A	$1,542,808	4	0.0%	Shares	Sole	2021-05-12
2021-03-31	$4,499,593	17,613	-10.8%	Shares	Sole	2021-05-12
2020-12-31 BRK-A	$1,391,260	4	0.0%	Shares	Sole	2021-02-02
2020-12-31	$4,579,664	19,751	—	Shares	Sole	2021-02-02
2020-09-30 BRK-A	$1,280,004	4	0.0%	Shares	Sole	2020-11-12
2020-06-30 BRK-A	$1,069,200	4	0.0%	Shares	Sole	2020-07-31
2020-03-31 BRK-A	$1,088,000	4	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.