Baker Avenue Asset Management, LP

Position in BRK-B — Berkshire Hathaway Inc

CIK 1432529 SAN FRANCISCO, CA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,736,250

+$244,230 QoQ

Shares Held

13,462

+11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,635

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $7,449,539 across 3 Insurance - Diversified names. BRK-B ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	13,462	$6,736,250
2	AIG	American International Group, Inc.	6,613	$492,866
3	ACGL	Arch Capital Group Ltd.	2,271	$220,423

All Filings in BRK-B

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,736,250	13,462	+11.7%	Shares	Sole	2026-07-28
2026-03-31 BRK-A	$718,140	1	0.0%	Shares	Sole	2026-05-12
2026-03-31	$5,773,880	12,049	+9.0%	Shares	Sole	2026-05-12
2025-12-31 BRK-A	$754,800	1	0.0%	Shares	Sole	2026-02-10
2025-12-31	$5,555,287	11,052	-1.1%	Shares	Sole	2026-02-10
2025-09-30 BRK-A	$754,200	1	0.0%	Shares	Sole	2025-10-31
2025-09-30	$5,620,633	11,180	+0.4%	Shares	Sole	2025-10-31
2025-06-30 BRK-A	$728,800	1	0.0%	Shares	Sole	2025-08-13
2025-06-30	$5,410,506	11,138	-0.4%	Shares	Sole	2025-08-13
2025-03-31 BRK-A	$798,442	1	—	Shares	Sole	2025-05-08
2025-03-31	$5,957,439	11,186	+7.0%	Shares	Sole	2025-05-08
2024-12-31	$4,739,495	10,456	+6.7%	Shares	Sole	2025-02-14
2024-09-30	$4,512,389	9,804	+84.3%	Shares	Sole	2024-11-04
2024-06-30	$2,164,176	5,320	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$2,216,140	5,270	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$1,904,921	5,341	+5.1%	Shares	Sole	2024-02-15
2023-09-30	$1,780,224	5,082	+15.9%	Shares	Sole	2023-11-15
2023-06-30	$1,494,944	4,384	-4.9%	Shares	Sole	2023-08-14
2023-03-31	$1,423,429	4,610	+7.6%	Shares	Sole	2023-05-16
2022-12-31	$1,323,945	4,286	+10.6%	Shares	Sole	2023-02-14
2022-09-30	$1,034,702	3,875	-44.7%	Shares	Sole	2022-11-14
2022-06-30	$1,912,505	7,005	+28.5%	Shares	Sole	2022-08-03
2022-03-31	$1,924,065	5,452	+31.2%	Shares	Sole	2022-05-16
2021-12-31	$1,242,345	4,155	+20.9%	Shares	Sole	2022-02-11
2021-09-30	$938,094	3,437	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$930,198	3,347	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$852,503	3,337	-7.6%	Shares	Sole	2021-05-17
2020-12-31	$837,050	3,610	+9.6%	Shares	Sole	2021-02-17
2020-09-30	$701,424	3,294	+1.1%	Shares	Sole	2020-11-16
2020-06-30	$581,764	3,259	-7.8%	Shares	Sole	2020-08-12
2020-03-31	$646,486	3,536	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.