TD PRIVATE CLIENT WEALTH LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1551017 NEW YORK, NY

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,496,342

-$582,490 QoQ

Shares Held

14,981

-11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,544

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)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $8,607,098 across 6 Insurance - Diversified names. BRK-B ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	14,981	$7,496,342
2	HIG	Hartford Insurance Group, Inc.	6,248	$827,984
3	AIG	American International Group, Inc.	3,200	$238,496
4	ACGL	Arch Capital Group Ltd.	341	$33,097
5	SLF	Sun Life Financial Inc	105	$8,234
6	AEG	Aegon Ltd.	349	$2,945

All Filings in BRK-B

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,496,342	14,981	-11.1%	Shares	Defined	2026-08-04
2026-03-31	$8,078,832	16,859	+3.3%	Shares	Defined	2026-04-27
2025-12-31	$8,203,248	16,320	+5.2%	Shares	Defined	2026-02-05
2025-09-30	$7,799,508	15,514	-8.2%	Shares	Defined	2025-10-27
2025-06-30	$8,210,970	16,903	+12.3%	Shares	Defined	2025-07-15
2025-03-31	$8,014,796	15,049	-0.8%	Shares	Defined	2025-04-29
2024-12-31	$6,873,084	15,163	+1.3%	Shares	Defined	2025-02-11
2024-09-30	$6,886,410	14,962	-23.4%	Shares	Defined	2024-11-18
2024-06-30	$7,950,906	19,545	-4.5%	Shares	Defined	2024-08-14
2024-03-31	$8,608,044	20,470	+9.0%	Shares	Defined	2024-08-16
2023-12-31	$6,698,074	18,780	-5.6%	Shares	Defined	2024-08-16
2023-09-30	$6,971,320	19,901	-9.8%	Shares	Defined	2024-08-16
2023-06-30	$7,526,893	22,073	-3.5%	Shares	Defined	2024-08-16
2023-03-31	$7,059,099	22,862	-12.0%	Shares	Defined	2024-08-16
2022-12-31	$8,025,530	25,981	-10.3%	Shares	Defined	2024-08-16
2022-09-30	$7,731,831	28,956	+6.9%	Shares	Defined	2024-08-16
2022-06-30	$7,395,292	27,087	+19.4%	Shares	Defined	2024-08-16
2022-03-31	$8,003,292	22,678	-9.1%	Shares	Defined	2024-08-16
2021-12-31	$7,457,359	24,941	+7.1%	Shares	Defined	2024-08-16
2021-09-30	$6,354,589	23,282	+26.3%	Shares	Defined	2024-08-16
2021-06-30	$5,123,733	18,436	-16.5%	Shares	Defined	2024-08-16
2021-03-31	$5,637,201	22,066	-11.2%	Shares	Defined	2024-08-16
2020-12-31	$5,759,650	24,840	-4.1%	Shares	Defined	2024-08-16
2020-09-30	$5,517,275	25,910	-11.2%	Shares	Defined	2024-08-16
2020-06-30	$5,207,315	29,171	+10.9%	Shares	Defined	2024-08-16
2020-03-31	$4,808,246	26,299	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.