PERSONAL CFO SOLUTIONS, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1677501 CHESTER, NJ

Position in BRK-B

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,388,699

+$318,763 QoQ

Shares Held

10,769

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,801

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $6,756,897 across 3 Insurance - Diversified names. BRK-B ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	10,769	$5,388,699
2	ACGL	Arch Capital Group Ltd.	9,847	$955,749
3	AIG	American International Group, Inc.	5,534	$412,449

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,388,699	10,769	+1.8%	Shares	Sole	2026-08-07
2026-03-31	$5,069,936	10,580	-4.0%	Shares	Sole	2026-04-30
2025-12-31	$5,540,710	11,023	+5.4%	Shares	Defined	2026-01-22
2025-09-30	$5,256,146	10,455	+0.5%	Shares	Defined	2025-11-10
2025-06-30	$5,052,979	10,402	+2.1%	Shares	Defined	2025-08-12
2025-03-31	$5,428,587	10,193	+2.3%	Shares	Defined	2025-04-30
2024-12-31	$4,517,388	9,966	+2.1%	Shares	Defined	2025-02-07
2024-09-30	$4,493,518	9,763	+3.9%	Shares	Defined	2024-11-14
2024-06-30	$3,823,920	9,400	+1.2%	Shares	Defined	2024-08-09
2024-03-31	$3,907,892	9,293	+1.7%	Shares	Defined	2024-05-13
2023-12-31	$3,257,732	9,134	+1.3%	Shares	Defined	2024-02-13
2023-09-30	$3,157,954	9,015	+1.1%	Shares	Defined	2023-11-13
2023-06-30	$3,041,379	8,919	+0.8%	Shares	Defined	2023-08-10
2023-03-31	$2,733,232	8,852	+4.2%	Shares	Defined	2023-05-09
2022-12-31	$2,624,414	8,496	+1.2%	Shares	Defined	2023-02-14
2022-09-30	$2,241,899	8,396	-1.1%	Shares	Defined	2022-11-01
2022-06-30	$2,317,666	8,489	+13.7%	Shares	Defined	2022-08-05
2022-03-31	$2,634,120	7,464	+1.4%	Shares	Defined	2022-05-02
2021-12-31	$2,201,537	7,363	-0.1%	Shares	Defined	2022-02-11
2021-09-30	$2,010,748	7,367	+0.6%	Shares	Defined	2021-11-18
2021-06-30	$2,036,041	7,326	+167.8%	Shares	Defined	2021-07-22
2021-03-31	$698,965	2,736	+4.2%	Shares	Defined	2021-04-21
2020-12-31	$608,658	2,625	-63.1%	Shares	Defined	2021-02-09
2020-09-30	$2,000	7,105	-0.9%	Shares	Defined	2020-11-02
2020-06-30	$1,280,452	7,173	-1.0%	Shares	Defined	2020-08-03
2020-03-31	$1,324,054	7,242	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.