Ballentine Partners, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1374889 Waltham, MA

Position in BRK-B

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$21,368,485

-$920,019 QoQ

Shares Held

44,592

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ballentine Partners, LLC holds $26,931,069 across 4 Insurance - Diversified names. BRK-B ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	44,592	$21,368,485
2	HIG	Hartford Insurance Group, Inc.	31,667	$4,282,328
3	ACGL	Arch Capital Group Ltd.	9,267	$889,538
4	AEG	Aegon Ltd.	53,818	$390,718

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,368,485	44,592	+0.6%	Shares	Other	2026-05-14
2025-12-31	$22,288,504	44,342	-4.2%	Shares	Sole	2026-02-03
2025-09-30	$23,259,766	46,266	-0.3%	Shares	Other	2025-11-03
2025-06-30	$22,546,526	46,414	+14.3%	Shares	Other	2025-07-15
2025-03-31	$21,630,736	40,615	-0.2%	Shares	Other	2025-05-01
2024-12-31	$18,451,667	40,707	+0.8%	Shares	Other	2025-01-16
2024-09-30	$18,582,995	40,375	+6.3%	Shares	Other	2024-10-23
2024-06-30	$15,452,703	37,986	+0.5%	Shares	Sole	2024-08-06
2024-03-31	$15,891,449	37,790	-6.7%	Shares	Other	2024-04-11
2023-12-31	$14,447,939	40,509	+11.8%	Shares	Other	2024-01-23
2023-09-30	$12,693,819	36,237	+8.3%	Shares	Other	2023-10-19
2023-06-30	$11,414,293	33,473	+3.8%	Shares	Other	2023-07-26
2023-03-31	$9,953,199	32,235	+18.6%	Shares	Other	2023-04-27
2022-12-31	$8,399,298	27,191	+12.0%	Shares	Other	2023-01-27
2022-09-30	$6,479,772	24,267	+13.5%	Shares	Other	2022-10-26
2022-06-30	$5,839,622	21,389	+0.5%	Shares	Other	2022-08-09
2022-03-31	$7,510,275	21,281	+0.2%	Shares	Other	2022-05-05
2021-12-31	$6,350,461	21,239	+0.7%	Shares	Other	2022-02-14
2021-09-30	$5,756,849	21,092	-3.4%	Shares	Sole	2021-10-27
2021-06-30	$6,068,103	21,834	-0.2%	Shares	Sole	2021-08-12
2021-03-31	$5,590,448	21,883	+1.8%	Shares	Other	2021-05-11
2020-12-31	$4,985,898	21,503	-0.1%	Shares	Sole	2021-01-25
2020-09-30	$4,582,254	21,519	-17.9%	Shares	Other	2020-10-22
2020-06-30	$4,678,210	26,207	+6.0%	Shares	Sole	2020-07-31
2020-03-31	$4,521,566	24,731	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.