UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1463217
IRVING, TX
Position in BRK-B
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$139,137,073
+$4,973,541 QoQ
Shares Held
266,093
-0.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#281
of 4,965 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)
Derivatives in BRK-B
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,306,890
PutShares
2,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $152,904,612 across 6 Insurance - Diversified names. BRK-B ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
266,093 | $139,137,073 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
101,476 | $9,849,260 | |
| 3 | AIG |
American International Group, Inc.
|
26,116 | $1,946,425 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
11,295 | $1,496,813 | |
| 5 | AEG |
Aegon Ltd.
|
29,265 | $246,996 | |
| 6 | SLF |
Sun Life Financial Inc
|
2,908 | $228,045 |
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $5,990,800 | 8 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $133,146,273 | 266,085 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 BRK-A | $5,745,120 | 8 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $128,418,412 | 267,985 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 BRK-A | $6,038,400 | 8 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,306,890 | 2,600 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $133,064,021 | 264,725 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 BRK-A | $6,033,600 | 8 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $124,462,839 | 247,569 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,307,124 | 2,600 | Put | Defined | 2025-11-14 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $1,263,002 | 2,600 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $107,279,875 | 220,845 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $1,384,708 | 2,600 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $124,296,715 | 233,386 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 BRK-A | $2,723,680 | 4 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $103,894,495 | 229,206 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $1,223,856 | 2,700 | Put | Defined | 2025-02-13 | |
| 2024-09-30 BRK-A | $2,764,720 | 4 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $2,700 | 1,242,702 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $104,282,949 | 226,574 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 BRK-A | $2,448,964 | 4 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,098,360 | 2,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $93,323,988 | 229,410 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 BRK-A | $2,537,760 | 4 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $1,135,404 | 2,700 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $106,218,305 | 252,588 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 BRK-A | $2,170,500 | 4 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $89,496,337 | 250,929 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 BRK-A | $3,188,862 | 6 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $104,720,433 | 298,945 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 BRK-A | $2,071,240 | 4 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $114,640,449 | 336,189 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 BRK-A | $931,200 | 2 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $108,194,551 | 350,405 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 BRK-A | $5,155,821 | 11 | Shares | Defined | 2023-02-15 | |
| 2022-12-31 | $121,349,202 | 392,843 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 BRK-A | $4,064,700 | 10 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $107,527,885 | 402,696 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 BRK-A | $4,089,500 | 10 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $112,169,720 | 410,848 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 BRK-A | $5,818,131 | 11 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $146,275,548 | 414,484 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 BRK-A | $5,407,944 | 12 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $129,665,835 | 433,665 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 BRK-A | $4,936,548 | 12 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $117,843,755 | 431,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 BRK-A | $3,767,409 | 9 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $120,375,489 | 433,130 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||