Capital Advisors, Ltd. LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1597878
SHAKER HEIGHTS, OH
Position in BRK-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$919,216
-$724,738 QoQ
Shares Held
1,837
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,563
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, 2026Capital Advisors, Ltd. LLC holds $1,127,565 across 5 Insurance - Diversified names. BRK-B ranks #1 (81.5% of the industry book) .
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,216 | 1,837 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-04-16 | |
| 2026-03-31 | $925,814 | 1,932 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $1,165,645 | 2,319 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-10-16 | |
| 2025-09-30 | $1,156,302 | 2,300 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $1,138,159 | 2,343 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $1,170,078 | 2,197 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $966,846 | 2,133 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,000,144 | 2,173 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $880,722 | 2,165 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $877,625 | 2,087 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-02-02 | |
| 2023-12-31 | $733,649 | 2,057 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-27 | |
| 2023-09-30 | $769,609 | 2,197 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 BRK-A | $517,810 | 1 | Shares | Sole | 2023-07-26 | |
| 2023-06-30 | $749,177 | 2,197 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 BRK-A | $465,600 | 1 | Shares | Sole | 2023-05-03 | |
| 2023-03-31 | $533,245 | 1,727 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 BRK-A | $468,711 | 1 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $520 | 2,230 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 BRK-A | $406,470 | 1 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $552,731 | 2,070 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 BRK-A | $408,950 | 1 | Shares | Sole | 2022-08-05 | |
| 2022-06-30 | $565,151 | 2,070 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 BRK-A | $528,921 | 1 | Shares | Sole | 2022-05-09 | |
| 2022-03-31 | $789,812 | 2,238 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 BRK-A | $450,662 | 1 | Shares | Sole | 2022-02-08 | |
| 2021-12-31 | $658,996 | 2,204 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 BRK-A | $411,379 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $572,901 | 2,099 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 BRK-A | $418,601 | 1 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $583,354 | 2,099 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 BRK-A | $385,702 | 1 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $370,176 | 1,449 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 BRK-A | $347,815 | 1 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $335,979 | 1,449 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 BRK-A | $320,001 | 1 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $308,550 | 1,449 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 BRK-A | $267,300 | 1 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $1,142,642 | 6,401 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 BRK-A | $272,000 | 1 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||