Ellevest, Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1644128 NEW YORK, NY

Position in BRK-B

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$970,256

+$457,033 QoQ

Shares Held

1,939

+81.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#3,505

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $1,750,870 across 4 Insurance - Diversified names. BRK-B ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	1,939	$970,256
2	AEG	Aegon Ltd.	33,721	$284,605
3	AIG	American International Group, Inc.	3,432	$255,786
4	ACGL	Arch Capital Group Ltd.	2,475	$240,223

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,256	1,939	+81.0%	Shares	Sole	2026-08-10
2026-03-31	$513,223	1,071	0.0%	Shares	Sole	2026-05-11
2025-12-31	$538,338	1,071	-3.9%	Shares	Sole	2026-02-10
2025-09-30	$560,052	1,114	-3.3%	Shares	Sole	2025-11-14
2025-06-30	$559,607	1,152	-9.1%	Shares	Sole	2025-08-05
2025-03-31	$675,311	1,268	-58.6%	Shares	Sole	2025-05-14
2024-12-31	$1,387,943	3,062	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$1,426,806	3,100	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,267,995	3,117	-5.1%	Shares	Sole	2024-08-14
2024-03-31	$1,380,567	3,283	-0.6%	Shares	Sole	2024-05-13
2023-12-31	$1,178,404	3,304	+20.0%	Shares	Sole	2024-02-06
2023-09-30	$964,375	2,753	-1.5%	Shares	Sole	2023-11-09
2023-06-30	$953,095	2,795	+31.8%	Shares	Sole	2023-08-09
2023-03-31	$654,592	2,120	-32.7%	Shares	Sole	2023-05-04
2022-12-31	$973,652	3,152	+279.3%	Shares	Sole	2023-02-03
2022-09-30	$221,893	831	0.0%	Shares	Sole	2022-11-02
2022-06-30	$226,879	831	+27.3%	Shares	Sole	2022-07-18
2022-03-31	$230,450	653	-13.2%	Shares	Sole	2022-04-19
2021-12-31	$224,848	752	-18.5%	Shares	Sole	2022-01-24
2021-09-30	$251,923	923	+3.0%	Shares	Sole	2021-10-19
2021-06-30	$249,016	896	+131.5%	Shares	Sole	2021-07-13
2021-03-31	$98,866	387	0.0%	Shares	Sole	2021-05-03
2020-12-31	$89,733	387	-11.4%	Shares	Sole	2021-02-04
2020-09-30	$93,054	437	+5.6%	Shares	Sole	2020-10-26
2020-06-30	$73,903	414	-22.9%	Shares	Sole	2020-07-06
2020-03-31	$98,179	537	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.