WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1632972
PLYMOUTH, MN
Position in BRK-B
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$361,838,514
-$137,480,961 QoQ
Shares Held
723,113
-27.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#148
of 4,965 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,001,560
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $449,780,459 across 7 Insurance - Diversified names. BRK-B ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
723,113 | $361,838,514 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
302,226 | $40,050,989 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
385,850 | $37,450,601 | |
| 4 | AIG |
American International Group, Inc.
|
108,703 | $8,101,634 | |
| 5 | SLF |
Sun Life Financial Inc
|
21,328 | $1,672,541 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,457 | $352,027 | |
| 7 | AEG |
Aegon Ltd.
|
37,222 | $314,153 |
All Filings in BRK-B
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,001,560 | 4,000 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $361,838,514 | 723,113 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 BRK-A | $23,698,620 | 33 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $475,620,855 | 992,531 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 BRK-A | $49,816,800 | 66 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $542,971,075 | 1,080,217 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 BRK-A | $52,039,800 | 69 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $532,202,072 | 1,058,603 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 BRK-A | $48,829,600 | 67 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $509,735,462 | 1,049,335 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 BRK-A | $53,495,614 | 67 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $624,020,257 | 1,171,693 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 BRK-A | $20,427,600 | 30 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $511,062,321 | 1,127,476 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 BRK-A | $19,353,040 | 28 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $5,201 | 5,000 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $450,436,670 | 978,657 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 BRK-A | $17,754,989 | 29 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $18,032 | 5,000 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $365,685,130 | 898,931 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 BRK-A | $18,398,760 | 29 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $306,471,611 | 728,792 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 BRK-A | $15,193,500 | 28 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $242,318,727 | 679,411 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 BRK-A | $14,881,356 | 28 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $199,625,811 | 569,871 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,953,108 | 29,188 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,090,179 | 19,724 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||