BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1654599 MORRISTOWN, NJ

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,286,561

-$620,655 QoQ

Shares Held

6,568

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,245

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $4,024,865 across 5 Insurance - Diversified names. BRK-B ranks #1 (81.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	6,568	$3,286,561
2	ACGL	Arch Capital Group Ltd.	3,644	$353,686
3	AIG	American International Group, Inc.	4,038	$300,952
4	SLF	Sun Life Financial Inc	1,050	$82,341
5	HIG	Hartford Insurance Group, Inc.	10	$1,325

All Filings in BRK-B

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,286,561	6,568	-1.3%	Shares	Sole	2026-07-08
2026-03-31 BRK-A	$718,140	1	0.0%	Shares	Sole	2026-04-14
2026-03-31	$3,189,076	6,655	-2.8%	Shares	Sole	2026-04-14
2025-12-31 BRK-A	$754,800	1	0.0%	Shares	Sole	2026-01-16
2025-12-31	$3,441,644	6,847	-5.3%	Shares	Sole	2026-01-16
2025-09-30 BRK-A	$754,200	1	0.0%	Shares	Sole	2025-10-16
2025-09-30	$3,634,810	7,230	-13.4%	Shares	Sole	2025-10-16
2025-06-30 BRK-A	$728,800	1	0.0%	Shares	Sole	2025-07-15
2025-06-30	$4,057,636	8,353	+4.3%	Shares	Sole	2025-07-15
2025-03-31 BRK-A	$798,442	1	-66.7%	Shares	Sole	2025-05-06
2025-03-31	$4,265,965	8,010	-20.1%	Shares	Sole	2025-05-06
2024-12-31	$4,546,851	10,031	-0.4%	Shares	Sole	2025-01-17
2024-09-30	$4,635,278	10,071	+5.1%	Shares	Sole	2024-11-14
2024-06-30	$3,897,144	9,580	+3.1%	Shares	Sole	2024-08-14
2024-03-31	$3,908,733	9,295	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$3,258,802	9,137	+2.4%	Shares	Sole	2024-02-12
2023-09-30	$3,126,427	8,925	0.0%	Shares	Sole	2023-10-31
2023-06-30	$3,043,425	8,925	-1.7%	Shares	Sole	2023-07-21
2023-03-31	$2,802,087	9,075	-3.9%	Shares	Sole	2023-05-04
2022-12-31	$2,916,016	9,440	+1.4%	Shares	Sole	2023-01-13
2022-09-30	$2,485,155	9,307	-2.1%	Shares	Sole	2022-10-20
2022-06-30	$2,595,601	9,507	-15.7%	Shares	Sole	2022-07-21
2022-03-31 BRK-A	$1,586,763	3	0.0%	Shares	Sole	2022-05-12
2022-03-31	$3,982,236	11,284	-1.3%	Shares	Sole	2022-05-12
2021-12-31 BRK-A	$1,351,986	3	0.0%	Shares	Sole	2022-02-04
2021-12-31	$3,417,570	11,430	+3.1%	Shares	Sole	2022-02-04
2021-09-30 BRK-A	$1,234,137	3	0.0%	Shares	Sole	2021-11-09
2021-09-30	$3,026,631	11,089	-10.8%	Shares	Sole	2021-11-09
2021-06-30 BRK-A	$1,255,803	3	0.0%	Shares	Sole	2021-08-02
2021-06-30	$3,456,491	12,437	+1.6%	Shares	Sole	2021-08-02
2021-03-31 BRK-A	$1,157,106	3	0.0%	Shares	Sole	2021-05-21
2021-03-31	$3,128,741	12,247	-1.9%	Shares	Sole	2021-05-21
2020-12-31 BRK-A	$1,043,445	3	-66.7%	Shares	Sole	2021-02-08
2020-12-31	$2,893,969	12,481	-4.1%	Shares	Sole	2021-02-08
2020-09-30 BRK-A	$2,880,009	9	0.0%	Shares	Sole	2020-10-29
2020-09-30	$2,771,839	13,017	+10.5%	Shares	Sole	2020-10-29
2020-06-30 BRK-A	$2,405,700	9	0.0%	Shares	Sole	2020-07-28
2020-06-30	$2,102,133	11,776	+3.4%	Shares	Sole	2020-07-28
2020-03-31 BRK-A	$2,448,000	9	—	Shares	Sole	2020-05-05
2020-03-31	$2,082,616	11,391	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.