Ballentine Partners, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1374889 Waltham, MA

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$23,238,110

-$1,721,075 QoQ

Shares Held

46,440

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#861

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $29,200,838 across 5 Insurance - Diversified names. BRK-B ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	46,440	$23,238,110
2	HIG	Hartford Insurance Group, Inc.	31,317	$4,150,128
3	ACGL	Arch Capital Group Ltd.	10,316	$1,001,269
4	AEG	Aegon Ltd.	54,067	$456,324
5	SLF	Sun Life Financial Inc	4,527	$355,007

All Filings in BRK-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,238,110	46,440	+4.1%	Shares	Other	2026-07-17
2026-03-31 BRK-A	$3,590,700	5	0.0%	Shares	Sole	2026-05-14
2026-03-31	$21,368,485	44,592	+0.6%	Shares	Other	2026-05-14
2025-12-31 BRK-A	$3,774,000	5	0.0%	Shares	Sole	2026-02-03
2025-12-31	$22,288,504	44,342	-4.2%	Shares	Sole	2026-02-03
2025-09-30 BRK-A	$3,771,000	5	0.0%	Shares	Sole	2025-11-03
2025-09-30	$23,259,766	46,266	-0.3%	Shares	Other	2025-11-03
2025-06-30 BRK-A	$3,644,000	5	-37.5%	Shares	Sole	2025-07-15
2025-06-30	$22,546,526	46,414	+14.3%	Shares	Other	2025-07-15
2025-03-31 BRK-A	$6,387,536	8	0.0%	Shares	Sole	2025-05-01
2025-03-31	$21,630,736	40,615	-0.2%	Shares	Other	2025-05-01
2024-12-31 BRK-A	$5,447,360	8	0.0%	Shares	Sole	2025-01-16
2024-12-31	$18,451,667	40,707	+0.8%	Shares	Other	2025-01-16
2024-09-30 BRK-A	$5,529,440	8	+33.3%	Shares	Sole	2024-10-23
2024-09-30	$18,582,995	40,375	+6.3%	Shares	Other	2024-10-23
2024-06-30 BRK-A	$3,673,446	6	0.0%	Shares	Sole	2024-08-06
2024-06-30	$15,452,703	37,986	+0.5%	Shares	Sole	2024-08-06
2024-03-31 BRK-A	$3,806,640	6	0.0%	Shares	Sole	2024-04-11
2024-03-31	$15,891,449	37,790	-6.7%	Shares	Other	2024-04-11
2023-12-31 BRK-A	$3,255,750	6	0.0%	Shares	Sole	2024-01-23
2023-12-31	$14,447,939	40,509	+11.8%	Shares	Other	2024-01-23
2023-09-30 BRK-A	$3,188,862	6	0.0%	Shares	Sole	2023-10-19
2023-09-30	$12,693,819	36,237	+8.3%	Shares	Other	2023-10-19
2023-06-30 BRK-A	$3,106,860	6	0.0%	Shares	Sole	2023-07-26
2023-06-30	$11,414,293	33,473	+3.8%	Shares	Other	2023-07-26
2023-03-31 BRK-A	$2,793,600	6	-25.0%	Shares	Sole	2023-04-27
2023-03-31	$9,953,199	32,235	+18.6%	Shares	Other	2023-04-27
2022-12-31 BRK-A	$3,749,688	8	0.0%	Shares	Sole	2023-01-27
2022-12-31	$8,399,298	27,191	+12.0%	Shares	Other	2023-01-27
2022-09-30 BRK-A	$3,251,760	8	0.0%	Shares	Sole	2022-10-26
2022-09-30	$6,479,772	24,267	+13.5%	Shares	Other	2022-10-26
2022-06-30 BRK-A	$3,271,600	8	0.0%	Shares	Other	2022-08-09
2022-06-30	$5,839,622	21,389	+0.5%	Shares	Other	2022-08-09
2022-03-31 BRK-A	$4,231,368	8	0.0%	Shares	Sole	2022-05-05
2022-03-31	$7,510,275	21,281	+0.2%	Shares	Other	2022-05-05
2021-12-31 BRK-A	$3,605,296	8	+33.3%	Shares	Other	2022-02-14
2021-12-31	$6,350,461	21,239	+0.7%	Shares	Other	2022-02-14
2021-09-30 BRK-A	$2,468,274	6	0.0%	Shares	Sole	2021-10-27
2021-09-30	$5,756,849	21,092	-3.4%	Shares	Sole	2021-10-27
2021-06-30 BRK-A	$2,511,606	6	0.0%	Shares	Sole	2021-08-12
2021-06-30	$6,068,103	21,834	-0.2%	Shares	Sole	2021-08-12
2021-03-31 BRK-A	$2,314,212	6	0.0%	Shares	Sole	2021-05-11
2021-03-31	$5,590,448	21,883	+1.8%	Shares	Other	2021-05-11
2020-12-31 BRK-A	$2,086,890	6	+50.0%	Shares	Sole	2021-01-25
2020-12-31	$4,985,898	21,503	-0.1%	Shares	Sole	2021-01-25
2020-09-30 BRK-A	$1,280,004	4	+33.3%	Shares	Sole	2020-10-22
2020-09-30	$4,582,254	21,519	-17.9%	Shares	Other	2020-10-22
2020-06-30 BRK-A	$801,900	3	-57.1%	Shares	Sole	2020-07-31
2020-06-30	$4,678,210	26,207	—	Shares	Sole	2020-07-31
2020-03-31 BRK-A	$1,904,000	7	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.