WestEnd Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1351731 CHARLOTTE, NC

Position in BRK-B

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$44,034

+$15,762 QoQ

Shares Held

+49.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#4,922

of 4,965 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WestEnd Advisors, LLC holds $47,939 across 4 Insurance - Diversified names. BRK-B ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	88	$44,034
2	AIG	American International Group, Inc.	19	$1,416
3	HIG	Hartford Insurance Group, Inc.	10	$1,325
4	ACGL	Arch Capital Group Ltd.	12	$1,164

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,034	88	+49.2%	Shares	Sole	2026-07-22
2026-03-31	$28,272	59	0.0%	Shares	Sole	2026-04-22
2025-12-31	$29,656	59	+40.5%	Shares	Sole	2026-01-27
2025-09-30	$21,115	42	+5.0%	Shares	Sole	2025-10-22
2025-06-30	$19,430	40	-24.5%	Shares	Sole	2025-07-23
2025-03-31	$28,226	53	+211.8%	Shares	Sole	2025-04-25
2024-12-31	$7,705	17	+21.4%	Shares	Sole	2025-01-28
2024-09-30	$6,443	14	+40.0%	Shares	Sole	2024-10-25
2024-06-30	$4,068	10	+42.9%	Shares	Sole	2024-07-29
2024-03-31	$2,943	7	-99.2%	Shares	Sole	2024-05-07
2022-03-31	$7,411	21	-4.5%	Principal	Other	2022-04-26
2021-12-31	$268,801	899	—	Shares	Sole	2022-01-14
2021-09-30	$6,004	22	0.0%	Principal	Sole	2021-10-26
2021-06-30	$6,114	22	—	Principal	Sole	2021-07-15
No filing history on record for this holder in this stock.