Aptus Capital Advisors, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1664193 FAIRHOPE, AL

Position in BRK-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$66,167,069

+$3,730,185 QoQ

Shares Held

132,231

+1.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#451

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $69,088,526 across 4 Insurance - Diversified names. BRK-B ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	132,231	$66,167,069
2	HIG	Hartford Insurance Group, Inc.	9,492	$1,257,879
3	ACGL	Arch Capital Group Ltd.	11,783	$1,143,657
4	AIG	American International Group, Inc.	6,976	$519,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,167,069	132,231	+1.5%	Shares	Sole	2026-08-12
2026-03-31	$62,436,884	130,294	-4.7%	Shares	Other	2026-05-11
2025-12-31	$68,695,164	136,666	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$68,304,769	135,865	+58.1%	Shares	Sole	2025-11-12
2025-06-30	$41,742,701	85,931	+3.8%	Shares	Sole	2025-08-11
2025-03-31	$44,078,450	82,764	-28.5%	Shares	Sole	2025-05-13
2024-12-31	$52,438,602	115,687	+33.6%	Shares	Sole	2025-02-14
2024-09-30	$39,846,549	86,574	+17.1%	Shares	Sole	2024-11-05
2024-06-30	$30,086,520	73,959	+17.9%	Shares	Sole	2024-07-31
2024-03-31	$26,388,891	62,753	+18.3%	Shares	Sole	2024-05-15
2023-12-31	$18,919,028	53,045	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$18,670,639	53,299	+5.1%	Shares	Other	2023-11-08
2023-06-30	$17,298,930	50,730	-8.2%	Shares	Sole	2023-08-11
2023-03-31	$17,057,072	55,242	-1.0%	Shares	Sole	2023-05-09
2022-12-31	$17,234,457	55,793	-1.8%	Shares	Sole	2023-02-13
2022-09-30	$15,171,275	56,817	+6.0%	Shares	Sole	2022-11-02
2022-06-30	$14,631,960	53,593	+15.3%	Shares	Sole	2022-07-29
2022-03-31	$16,405,726	46,487	+9.4%	Shares	Sole	2022-05-04
2021-12-31	$12,700,922	42,478	+10.3%	Shares	Sole	2022-02-02
2021-09-30	$10,515,558	38,527	+14.1%	Shares	Sole	2021-10-27
2021-06-30	$9,386,191	33,773	+8.1%	Shares	Sole	2021-07-27
2021-03-31	$7,978,327	31,230	-8.3%	Shares	Sole	2021-05-06
2020-12-31	$7,899,114	34,067	+14.7%	Shares	Sole	2021-02-10
2020-09-30	$6,326,660	29,711	-6.0%	Shares	Sole	2020-10-19
2020-06-30	$5,641,094	31,601	+64.1%	Shares	Sole	2020-07-22
2020-03-31	$3,519,843	19,252	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.