EP Wealth Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1540569 TORRANCE, CA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$160,274,870

+$30,361,806 QoQ

Shares Held

255,992

+12.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#253

of 4,965 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $164,204,204 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	255,992	$160,274,870
2	HIG	Hartford Insurance Group, Inc.	17,253	$2,286,367
3	AIG	American International Group, Inc.	12,613	$940,046
4	SLF	Sun Life Financial Inc	6,919	$542,587
5	AEG	Aegon Ltd.	18,997	$160,334

All Filings in BRK-B

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$32,200,550	43	+48.3%	Shares	Sole	2026-08-12
2026-06-30	$128,074,320	255,949	+12.4%	Shares	Sole	2026-08-12
2026-03-31 BRK-A	$20,826,060	29	-3.3%	Shares	Sole	2026-05-14
2026-03-31	$109,087,004	227,644	-4.2%	Shares	Sole	2026-05-14
2025-12-31 BRK-A	$22,644,000	30	+3.4%	Shares	Sole	2026-02-18
2025-12-31	$119,453,767	237,648	+4.2%	Shares	Sole	2026-02-18
2025-06-30 BRK-A	$21,135,200	29	+7.4%	Shares	Sole	2025-08-14
2025-06-30	$110,791,506	228,074	+11.6%	Shares	Sole	2025-08-14
2025-03-31 BRK-A	$21,557,934	27	+575.0%	Shares	Sole	2025-05-15
2025-03-31	$108,885,448	204,449	-4.6%	Shares	Sole	2025-05-15
2024-12-31 BRK-A	$2,723,680	4	0.0%	Shares	Sole	2025-02-14
2024-09-30 BRK-A	$2,764,720	4	0.0%	Shares	Sole	2024-11-15
2024-06-30 BRK-A	$2,448,964	4	0.0%	Shares	Sole	2024-08-19
2024-03-31 BRK-A	$2,537,760	4	0.0%	Shares	Sole	2024-05-14
2024-03-31	$90,138,041	214,349	+1.0%	Shares	Sole	2024-05-14
2023-12-31 BRK-A	$2,170,500	4	0.0%	Shares	Sole	2024-02-28
2023-12-31	$75,715,708	212,291	+81.5%	Shares	Sole	2024-02-28
2023-09-30 BRK-A	$2,125,908	4	+100.0%	Shares	Sole	2023-11-24
2023-06-30 BRK-A	$1,035,620	2	-99.9%	Shares	Sole	2023-08-14
2023-03-31 BRK-A	$222,014	1,515	+75650.0%	Shares	Sole	2023-06-05
2022-12-31 BRK-A	$937,422	2	+100.0%	Shares	Sole	2023-06-12
2022-09-30	$31,238,669	116,990	+70.5%	Shares	Sole	2022-12-02
2022-06-30 BRK-A	$408,950	1	-50.0%	Shares	Sole	2022-08-11
2022-06-30	$18,731,629	68,609	+3.0%	Shares	Sole	2022-08-11
2022-03-31 BRK-A	$1,057,842	2	+100.0%	Shares	Sole	2022-05-20
2022-03-31	$23,504,864	66,603	-5.5%	Shares	Sole	2022-05-20
2021-12-31 BRK-A	$450,662	1	0.0%	Shares	Sole	2022-02-17
2021-12-31	$21,078,902	70,498	+4.5%	Shares	Sole	2022-02-17
2021-09-30 BRK-A	$411,379	1	0.0%	Shares	Sole	2021-11-23
2021-09-30	$18,420,720	67,490	-0.4%	Shares	Sole	2021-11-23
2021-06-30 BRK-A	$418,601	1	0.0%	Shares	Sole	2021-08-24
2021-06-30	$18,824,911	67,735	-2.5%	Shares	Sole	2021-08-24
2021-03-31	$17,742,391	69,450	+8.9%	Shares	Sole	2021-05-17
2020-12-31	$14,782,871	63,755	-1.7%	Shares	Sole	2021-02-18
2020-09-30 BRK-A	$320,001	1	-99.9%	Shares	Sole	2020-11-17
2020-06-30 BRK-A	$1,871,000	700	+23233.3%	Shares	Sole	2020-08-14
2020-03-31 BRK-A	$816,000	3	—	Shares	Sole	2020-05-18
2020-03-31	$11,858,719	64,862	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.