KESTRA PRIVATE WEALTH SERVICES, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1649451 AUSTIN, TX

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$79,877,756

-$6,538,052 QoQ

Shares Held

159,631

-8.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#401

of 4,950 holders

Holding Since

Sep 2020

24 quarters on record

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $82,111,448 across 5 Insurance - Diversified names. BRK-B ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	159,631	$79,877,756
2	ACGL	Arch Capital Group Ltd.	7,529	$730,764
3	AIG	American International Group, Inc.	8,316	$619,791
4	HIG	Hartford Insurance Group, Inc.	3,784	$501,455
5	AEG	Aegon Ltd.	45,223	$381,682

All Filings in BRK-B

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47 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,877,756	159,631	-8.4%	Shares	Sole	2026-07-28
2026-03-31 BRK-A	$2,872,560	4	0.0%	Shares	Sole	2026-04-20
2026-03-31	$83,543,248	174,339	-3.1%	Shares	Sole	2026-04-20
2025-12-31 BRK-A	$3,019,200	4	-20.0%	Shares	Sole	2026-01-29
2025-12-31	$90,429,750	179,906	-1.9%	Shares	Sole	2026-01-29
2025-09-30 BRK-A	$3,771,000	5	0.0%	Shares	Sole	2025-11-17
2025-09-30	$92,218,603	183,432	-0.6%	Shares	Sole	2025-11-17
2025-06-30 BRK-A	$3,644,000	5	+25.0%	Shares	Sole	2025-08-07
2025-06-30	$89,605,619	184,461	+4.7%	Shares	Sole	2025-08-07
2025-03-31 BRK-A	$3,193,768	4	0.0%	Shares	Sole	2025-05-05
2025-03-31	$93,828,879	176,178	+0.8%	Shares	Sole	2025-05-05
2024-12-31 BRK-A	$2,723,680	4	0.0%	Shares	Sole	2025-01-28
2024-12-31	$79,230,624	174,794	+0.1%	Shares	Sole	2025-01-28
2024-09-30 BRK-A	$2,764,720	4	0.0%	Shares	Sole	2024-11-13
2024-09-30	$80,334,700	174,542	+3.1%	Shares	Sole	2024-11-13
2024-06-30 BRK-A	$2,448,964	4	0.0%	Shares	Sole	2024-08-12
2024-06-30	$68,848,866	169,245	+2.2%	Shares	Sole	2024-08-12
2024-03-31 BRK-A	$2,537,760	4	0.0%	Shares	Sole	2024-05-02
2024-03-31	$69,606,573	165,525	+2.5%	Shares	Sole	2024-05-02
2023-12-31 BRK-A	$2,170,500	4	0.0%	Shares	Sole	2024-02-05
2023-12-31	$57,570,273	161,415	+13.8%	Shares	Sole	2024-02-05
2023-09-30 BRK-A	$2,125,908	4	+100.0%	Shares	Sole	2023-11-08
2023-09-30	$49,668,336	141,788	+8.4%	Shares	Sole	2023-11-08
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-08-08
2023-06-30	$44,583,704	130,744	+18.4%	Shares	Sole	2023-08-08
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-05-12
2023-03-31	$34,083,885	110,386	+2.2%	Shares	Sole	2023-05-12
2022-12-31 BRK-A	$937,422	2	-50.0%	Shares	Sole	2023-02-01
2022-12-31	$33,375,409	108,046	+8.5%	Shares	Sole	2023-02-01
2022-09-30 BRK-A	$1,625,880	4	0.0%	Shares	Sole	2022-11-14
2022-09-30	$26,594,123	99,596	+7.9%	Shares	Sole	2022-11-14
2022-06-30 BRK-A	$1,635,800	4	0.0%	Shares	Sole	2022-08-12
2022-06-30	$25,191,282	92,269	+4.1%	Shares	Sole	2022-08-12
2022-03-31 BRK-A	$2,115,684	4	0.0%	Shares	Sole	2022-07-21
2022-03-31	$31,289,000	88,660	+0.4%	Shares	Sole	2022-07-21
2021-12-31 BRK-A	$1,802,648	4	0.0%	Shares	Sole	2022-07-21
2021-12-31	$26,409,175	88,325	+3.1%	Shares	Sole	2022-07-21
2021-09-30 BRK-A	$1,645,516	4	0.0%	Shares	Sole	2022-07-26
2021-09-30	$23,379,494	85,658	+2.0%	Shares	Sole	2022-07-26
2021-06-30 BRK-A	$1,674,404	4	0.0%	Shares	Sole	2022-07-27
2021-06-30	$23,338,332	83,975	-3.4%	Shares	Sole	2022-07-27
2021-03-31 BRK-A	$1,542,808	4	+100.0%	Shares	Sole	2022-07-27
2021-03-31	$22,204,941	86,918	-0.3%	Shares	Sole	2022-07-27
2020-12-31 BRK-A	$695,630	2	0.0%	Shares	Sole	2022-07-28
2020-12-31	$20,220,223	87,205	-1.0%	Shares	Sole	2022-07-28
2020-09-30 BRK-A	$640,002	2	—	Shares	Sole	2022-07-28
2020-09-30	$18,759,162	88,096	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.