Proficio Capital Partners LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1654175 NEWTON, MA

Position in BRK-B

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,396,750

-$342,507 QoQ

Shares Held

11,262

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Proficio Capital Partners LLC holds $7,955,255 across 4 Insurance - Diversified names. BRK-B ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	11,262	$5,396,750
2	BNT	Brookfield Wealth Solutions Ltd.	35,589	$1,473,384
3	HIG	Hartford Insurance Group, Inc.	4,986	$674,256
4	AIG	American International Group, Inc.	5,460	$410,865

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,396,750	11,262	-1.4%	Shares	Sole	2026-05-14
2025-12-31	$5,739,257	11,418	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$5,831,281	11,599	-37.3%	Shares	Sole	2025-11-17
2025-06-30	$8,990,145	18,507	+6.3%	Shares	Sole	2025-08-07
2025-03-31	$9,274,880	17,415	-4.5%	Shares	Sole	2025-05-06
2024-12-31	$8,266,467	18,237	+16.1%	Shares	Sole	2025-02-06
2024-09-30	$7,229,764	15,708	-12.2%	Shares	Sole	2024-11-01
2024-06-30	$7,274,804	17,883	+6.6%	Shares	Sole	2024-07-25
2024-03-31	$7,055,905	16,779	+9.1%	Shares	Sole	2024-05-02
2023-12-31	$5,486,857	15,384	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$5,231,029	14,933	+1.3%	Shares	Sole	2023-10-18
2023-06-30	$5,024,976	14,736	+2.3%	Shares	Sole	2023-08-14
2023-03-31	$4,448,449	14,407	+0.8%	Shares	Sole	2023-04-21
2022-12-31	$4,415,725	14,295	+1.4%	Shares	Sole	2023-01-30
2022-09-30	$3,763,112	14,093	-4.8%	Shares	Sole	2022-10-11
2022-06-30	$4,043,153	14,809	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$5,212,480	14,770	-3.6%	Shares	Sole	2022-05-13
2021-12-31	$4,579,484	15,316	-0.4%	Shares	Sole	2022-02-11
2021-09-30	$4,195,906	15,373	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$4,150,457	14,934	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$3,675,702	14,388	+12.2%	Shares	Sole	2021-05-14
2020-12-31	$2,974,428	12,828	+0.5%	Shares	Sole	2021-02-11
2020-09-30	$2,717,753	12,763	+0.4%	Shares	Sole	2020-11-02
2020-06-30	$2,270,111	12,717	-7.5%	Shares	Sole	2020-08-14
2020-03-31	$2,513,912	13,750	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.