CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1442056 ST. LOUIS, MO

Position in BRK-B

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$43,095,411

-$1,595,260 QoQ

Shares Held

86,570

-7.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

of 50 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99.81055792999885.ToString("F0")% Shared 0.ToString("F0")% None 0.18944207000115512.ToString("F0")%

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $75,497,241 across 2 Insurance - Diversified names. BRK-B ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	86,570	$43,095,411
2	ACGL	Arch Capital Group Ltd.	333,833	$32,401,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,095,411	86,570	-7.2%	Shares	Sole	2026-07-01
2026-03-31	$44,690,671	93,261	-4.5%	Shares	Sole	2026-04-01
2025-12-31	$49,104,883	97,692	-3.2%	Shares	Sole	2026-01-05
2025-09-30	$50,714,399	100,876	-1.1%	Shares	Sole	2025-10-14
2025-06-30	$49,532,995	101,968	-29.3%	Shares	Sole	2025-07-01
2025-03-31	$76,782,590	144,171	-2.6%	Shares	Sole	2025-04-01
2024-12-31	$67,061,416	147,947	-4.4%	Shares	Sole	2025-01-02
2024-09-30	$71,221,552	154,742	-2.8%	Shares	Sole	2024-10-31
2024-06-30	$64,759,305	159,192	-3.9%	Shares	Sole	2024-07-01
2024-03-31	$69,631,804	165,585	-2.0%	Shares	Sole	2024-04-01
2023-12-31	$60,260,560	168,958	-3.9%	Shares	Sole	2024-11-05
2023-09-30	$61,571,180	175,767	-3.8%	Shares	Sole	2023-10-10
2023-06-30	$62,310,248	182,728	-3.3%	Shares	Sole	2023-07-03
2023-03-31	$58,365,558	189,026	-4.8%	Shares	Sole	2023-04-04
2022-12-31	$61,328,079	198,537	-2.7%	Shares	Sole	2023-01-04
2022-09-30	$54,493,708	204,081	-1.2%	Shares	Sole	2022-10-03
2022-06-30	$56,382,725	206,515	-1.7%	Shares	Sole	2022-07-12
2022-03-31	$74,144,626	210,095	-0.5%	Shares	Sole	2022-04-04
2021-12-31	$63,131,757	211,143	+1.6%	Shares	Sole	2022-01-04
2021-09-30	$56,711,473	207,780	-0.3%	Shares	Sole	2021-10-04
2021-06-30	$57,924,642	208,422	+0.1%	Shares	Sole	2021-07-01
2021-03-31	$53,217,211	208,311	+3.2%	Shares	Sole	2021-04-05
2020-12-31	$46,811,538	201,887	-26.4%	Shares	Sole	2021-01-25
2020-09-30	$58,378,352	274,154	-0.9%	Shares	Sole	2020-10-19
2020-06-30	$49,404,784	276,762	-3.4%	Shares	Sole	2020-07-01
2020-03-31	$52,373,298	286,459	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.