Sequoia Financial Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1599900 Akron, OH

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$123,717,924

-$14,528,374 QoQ

Shares Held

247,243

-2.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#308

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

Sequoia Financial Advisors, LLC holds $136,733,540 across 7 Insurance - Diversified names. BRK-B ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	247,243	$123,717,924
2	ACGL	Arch Capital Group Ltd.	46,100	$4,474,466
3	HIG	Hartford Insurance Group, Inc.	26,848	$3,557,896
4	AIG	American International Group, Inc.	34,274	$2,554,441
5	SLF	Sun Life Financial Inc	18,221	$1,428,890
6	AEG	Aegon Ltd.	72,711	$613,680
7	BNT	Brookfield Wealth Solutions Ltd.	9,054	$386,243

All Filings in BRK-B

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,717,924	247,243	-2.1%	Shares	Sole	2026-07-17
2026-03-31 BRK-A	$17,235,360	24	0.0%	Shares	Sole	2026-04-30
2026-03-31	$121,010,938	252,527	-10.1%	Shares	Sole	2026-04-30
2025-12-31 BRK-A	$18,115,200	24	0.0%	Shares	Sole	2026-02-03
2025-12-31	$141,131,553	280,775	+24.0%	Shares	Sole	2026-02-03
2025-09-30 BRK-A	$18,100,800	24	-4.0%	Shares	Sole	2025-10-29
2025-09-30	$113,866,588	226,492	-0.6%	Shares	Sole	2025-10-29
2025-06-30 BRK-A	$18,220,000	25	0.0%	Shares	Sole	2025-08-08
2025-06-30	$110,740,986	227,970	+0.3%	Shares	Sole	2025-07-25
2025-03-31 BRK-A	$19,961,050	25	0.0%	Shares	Sole	2025-08-08
2025-03-31	$121,063,422	227,315	-8.3%	Shares	Sole	2025-04-23
2024-12-31 BRK-A	$17,023,000	25	+525.0%	Shares	Sole	2025-08-08
2024-12-31	$112,369,925	247,904	+0.7%	Shares	Sole	2025-08-08
2024-09-30 BRK-A	$2,764,720	4	0.0%	Shares	Sole	2024-10-21
2024-09-30	$113,316,012	246,200	+10.6%	Shares	Sole	2024-10-21
2024-06-30 BRK-A	$2,448,964	4	0.0%	Shares	Sole	2024-07-15
2024-06-30	$90,531,712	222,546	-1.8%	Shares	Sole	2024-07-15
2024-03-31 BRK-A	$2,537,760	4	0.0%	Shares	Sole	2024-04-30
2024-03-31	$95,332,304	226,701	+0.6%	Shares	Sole	2024-04-30
2023-12-31 BRK-A	$2,170,500	4	0.0%	Shares	Sole	2024-01-26
2023-12-31	$80,408,283	225,448	+16.6%	Shares	Sole	2024-01-26
2023-09-30 BRK-A	$2,125,908	4	0.0%	Shares	Sole	2023-11-08
2023-09-30	$67,756,076	193,423	-19.2%	Shares	Sole	2023-11-08
2023-06-30 BRK-A	$2,071,240	4	+100.0%	Shares	Sole	2023-08-08
2023-06-30	$81,665,067	239,487	+49.0%	Shares	Sole	2023-08-08
2023-03-31	$49,616,868	160,692	+6.5%	Shares	Sole	2023-04-25
2022-12-31	$46,597,565	150,850	+24.6%	Shares	Sole	2023-02-10
2022-09-30	$32,336,656	121,102	-2.3%	Shares	Sole	2022-10-26
2022-06-30	$33,836,460	123,934	-0.7%	Shares	Sole	2022-07-22
2022-03-31 BRK-A	$1,057,842	2	—	Shares	Sole	2022-05-13
2022-03-31	$44,029,051	124,760	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$37,026,964	123,836	+110.4%	Shares	Sole	2022-02-22
2021-09-30	$16,066,340	58,864	-42.9%	Shares	Sole	2021-10-26
2021-06-30	$28,662,723	103,133	+6.7%	Shares	Sole	2021-07-27
2021-03-31	$24,683,511	96,620	+6.7%	Shares	Sole	2021-05-14
2020-12-31	$20,996,524	90,553	+0.8%	Shares	Sole	2021-02-12
2020-09-30	$19,125,631	89,817	+3.9%	Shares	Sole	2020-10-23
2020-06-30	$15,438,258	86,484	+24.0%	Shares	Sole	2020-08-25
2020-03-31	$12,751,844	69,747	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.