Westover Capital Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1483467
WILMINGTON, DE
Position in BRK-B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$480,374
-$9,847 QoQ
Shares Held
960
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,167
of 4,950 holders
Holding Since
Mar 2020
25 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, 2026Westover Capital Advisors, LLC holds $3,362,328 across 3 Insurance - Diversified names. BRK-B ranks #2 (14.3% of the industry book) .
All Filings in BRK-B
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,374 | 960 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $490,221 | 1,023 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $457,411 | 910 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $553,014 | 1,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $546,977 | 1,126 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $599,685 | 1,126 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $502,234 | 1,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $498,001 | 1,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $440,157 | 1,082 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $458,787 | 1,091 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $374,493 | 1,050 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $367,815 | 1,050 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $358,050 | 1,050 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $324,517 | 1,051 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $324,653 | 1,051 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $261,412 | 979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,286 | 979 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $345,498 | 979 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $274,183 | 917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $249,467 | 914 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $232,896 | 838 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $214,083 | 838 | Shares | Sole | 2021-05-18 | |
| 2020-09-30 | $293,431 | 1,378 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $292,756 | 1,640 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $454,332 | 2,485 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||