Wealthspire Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1646247 NEW YORK, NY

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$55,309,902

+$13,261,196 QoQ

Shares Held

83,614

+25.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#512

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

Wealthspire Advisors, LLC holds $57,058,590 across 5 Insurance - Diversified names. BRK-B ranks #1 (96.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	83,614	$55,309,902
2	ACGL	Arch Capital Group Ltd.	8,130	$789,097
3	AIG	American International Group, Inc.	6,726	$501,288
4	HIG	Hartford Insurance Group, Inc.	1,834	$243,041
5	SLF	Sun Life Financial Inc	2,745	$215,262

All Filings in BRK-B

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$13,479,300	18	+28.6%	Shares	Sole	2026-08-11
2026-06-30	$41,830,602	83,596	+25.2%	Shares	Sole	2026-08-11
2026-03-31 BRK-A	$10,053,960	14	0.0%	Shares	Sole	2026-05-01
2026-03-31	$31,994,746	66,767	-5.0%	Shares	Sole	2026-05-01
2025-12-31 BRK-A	$10,567,200	14	+16.7%	Shares	Sole	2026-02-13
2025-12-31	$35,332,273	70,292	+10.9%	Shares	Sole	2026-02-13
2025-09-30 BRK-A	$9,050,400	12	0.0%	Shares	Sole	2025-11-14
2025-09-30	$31,869,694	63,392	-0.6%	Shares	Sole	2025-11-14
2025-06-30 BRK-A	$8,745,600	12	-7.7%	Shares	Sole	2025-08-11
2025-06-30	$30,972,695	63,760	-3.0%	Shares	Sole	2025-08-11
2025-03-31 BRK-A	$10,379,746	13	+1200.0%	Shares	Sole	2025-05-09
2025-03-31	$35,005,950	65,729	+3.5%	Shares	Sole	2025-05-09
2024-12-31	$28,796,878	63,530	+5.3%	Shares	Sole	2025-02-04
2024-09-30	$27,773,469	60,343	+16.3%	Shares	Sole	2024-11-13
2024-06-30	$21,104,784	51,880	+1.1%	Shares	Sole	2024-08-08
2024-03-31	$21,571,834	51,298	-3.0%	Shares	Sole	2024-05-06
2023-12-31	$18,869,810	52,907	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$18,790,092	53,640	+41.2%	Shares	Sole	2023-11-06
2023-06-30	$12,952,203	37,983	+5.5%	Shares	Sole	2023-08-01
2023-03-31	$11,121,586	36,019	-6.9%	Shares	Sole	2023-05-09
2022-12-31	$11,954,121	38,699	+11.8%	Shares	Sole	2023-02-14
2022-09-30	$9,242,630	34,614	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$9,425,469	34,523	+58.1%	Shares	Sole	2022-08-09
2022-03-31	$7,708,260	21,842	-17.7%	Shares	Sole	2022-05-09
2021-12-31	$7,933,068	26,532	-18.8%	Shares	Sole	2022-02-14
2021-09-30	$8,922,408	32,690	+50.7%	Shares	Sole	2021-11-15
2021-06-30	$6,030,030	21,697	-54.5%	Shares	Sole	2021-08-13
2021-03-31	$12,185,408	47,698	+32.2%	Shares	Sole	2021-05-17
2020-12-31	$8,364,014	36,072	+119.7%	Shares	Sole	2021-02-16
2020-09-30	$3,496,261	16,419	+41.2%	Shares	Sole	2020-11-16
2020-06-30 BRK-A	$267,300	1	0.0%	Shares	Sole	2020-08-14
2020-06-30	$2,076,071	11,630	-77.2%	Shares	Sole	2020-08-14
2020-03-31 BRK-A	$272,000	1	—	Shares	Sole	2020-05-12
2020-03-31	$9,309,703	50,920	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.