Crestwood Advisors Group, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1426853 BOSTON, MA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$124,844,418

-$8,659,862 QoQ

Shares Held

170,231

-13.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#306

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

Crestwood Advisors Group, LLC holds $126,624,582 across 4 Insurance - Diversified names. BRK-B ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	170,231	$124,844,418
2	AIG	American International Group, Inc.	9,508	$708,631
3	HIG	Hartford Insurance Group, Inc.	4,590	$608,266
4	ACGL	Arch Capital Group Ltd.	4,773	$463,267

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 BRK-A	$39,689,050	53	-3.6%	Shares	Sole	2026-08-03
2026-06-30	$85,155,368	170,178	-13.3%	Shares	Other	2026-08-03
2026-03-31 BRK-A	$39,497,700	55	0.0%	Shares	Sole	2026-05-05
2026-03-31	$94,006,580	196,174	-4.1%	Shares	Other	2026-05-05
2025-12-31 BRK-A	$41,514,000	55	0.0%	Shares	Sole	2026-02-03
2025-12-31	$102,833,644	204,583	-9.2%	Shares	Other	2026-02-03
2025-09-30 BRK-A	$41,481,000	55	0.0%	Shares	Sole	2025-11-07
2025-09-30	$113,321,115	225,407	-13.4%	Shares	Other	2025-11-07
2025-06-30 BRK-A	$40,084,000	55	-1.8%	Shares	Sole	2025-08-05
2025-06-30	$126,376,951	260,158	+0.5%	Shares	Other	2025-08-05
2025-03-31 BRK-A	$44,712,752	56	0.0%	Shares	Sole	2025-05-05
2025-03-31	$137,905,731	258,939	+1.3%	Shares	Other	2025-05-05
2024-12-31 BRK-A	$38,131,520	56	0.0%	Shares	Sole	2025-02-04
2024-12-31	$115,835,703	255,550	+0.2%	Shares	Other	2025-02-04
2024-09-30 BRK-A	$38,706,080	56	0.0%	Shares	Sole	2024-10-30
2024-09-30	$117,378,265	255,026	+3.8%	Shares	Other	2024-10-30
2024-06-30 BRK-A	$34,285,496	56	-5.1%	Shares	Sole	2024-08-01
2024-06-30	$99,910,486	245,601	+0.8%	Shares	Other	2024-08-01
2024-03-31 BRK-A	$37,431,960	59	0.0%	Shares	Sole	2024-05-08
2024-03-31	$102,480,302	243,699	+1.3%	Shares	Other	2024-05-08
2023-12-31 BRK-A	$32,014,875	59	0.0%	Shares	Sole	2024-02-13
2023-12-31	$85,771,735	240,486	+1.7%	Shares	Other	2024-02-13
2023-09-30 BRK-A	$31,357,143	59	0.0%	Shares	Sole	2023-11-15
2023-09-30	$82,843,847	236,494	+4.9%	Shares	Other	2023-11-15
2023-06-30 BRK-A	$30,550,790	59	+15.7%	Shares	Sole	2023-08-15
2023-06-30	$76,869,243	225,423	+3.8%	Shares	Sole	2023-08-15
2023-03-31 BRK-A	$23,745,600	51	-1.9%	Shares	Sole	2023-05-12
2023-03-31	$67,075,342	217,234	-3.6%	Shares	Sole	2023-05-12
2022-12-31 BRK-A	$24,372,972	52	+30.0%	Shares	Sole	2023-02-14
2022-12-31	$69,619,573	225,379	-0.7%	Shares	Sole	2023-02-14
2022-09-30 BRK-A	$16,258,800	40	0.0%	Shares	Sole	2022-10-26
2022-09-30	$60,601,791	226,956	+0.6%	Shares	Sole	2022-10-26
2022-06-30 BRK-A	$16,358,000	40	-2.4%	Shares	Sole	2022-07-07
2022-06-30	$61,600,956	225,628	+2.0%	Shares	Sole	2022-07-07
2022-03-31 BRK-A	$21,685,761	41	0.0%	Shares	Sole	2022-04-12
2022-03-31	$78,102,865	221,311	+2.1%	Shares	Sole	2022-04-12
2021-12-31 BRK-A	$18,477,142	41	+2.5%	Shares	Sole	2022-02-15
2021-12-31	$64,840,542	216,858	-3.4%	Shares	Sole	2022-02-15
2021-09-30 BRK-A	$16,455,160	40	0.0%	Shares	Sole	2021-11-03
2021-09-30	$61,256,470	224,432	+1.1%	Shares	Sole	2021-11-03
2021-06-30 BRK-A	$16,744,040	40	0.0%	Shares	Sole	2021-08-13
2021-06-30	$61,702,964	222,017	+0.9%	Shares	Sole	2021-08-13
2021-03-31 BRK-A	$15,428,080	40	-2.4%	Shares	Sole	2021-04-21
2021-03-31	$56,213,363	220,039	+1.6%	Shares	Sole	2021-04-21
2020-12-31 BRK-A	$14,260,415	41	0.0%	Shares	Sole	2021-02-09
2020-12-31	$50,235,794	216,655	-0.6%	Shares	Sole	2021-02-09
2020-09-30 BRK-A	$13,120,041	41	+20.6%	Shares	Sole	2020-10-06
2020-09-30	$46,401,755	217,910	-0.2%	Shares	Sole	2020-10-06
2020-06-30 BRK-A	$9,088,200	34	—	Shares	Sole	2020-08-14
2020-06-30	$38,967,661	218,294	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.