OneDigital Investment Advisors LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1690370 OVERLAND PARK, KS

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$31,836,079

+$871,794 QoQ

Shares Held

62,127

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#721

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Derivatives in BRK-B

reported options exposure · as of Jun 30, 2026

CallValue

$50,039

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $34,255,182 across 4 Insurance - Diversified names. BRK-B ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	62,127	$31,836,079
2	HIG	Hartford Insurance Group, Inc.	10,443	$1,383,906
3	ACGL	Arch Capital Group Ltd.	8,009	$777,353
4	SLF	Sun Life Financial Inc	3,288	$257,844

All Filings in BRK-B

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48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$748,850	1	0.0%	Shares	Sole	2026-08-07
2026-06-30	$31,087,229	62,126	-1.6%	Shares	Sole	2026-08-07
2026-06-30	$50,039	100	0.0%	Call	Sole	2026-08-07
2026-03-31 BRK-A	$718,140	1	0.0%	Shares	Sole	2026-05-08
2026-03-31	$47,920	100	—	Call	Sole	2026-05-08
2026-03-31	$30,246,145	63,118	-2.7%	Shares	Sole	2026-05-08
2025-12-31 BRK-A	$754,800	1	0.0%	Shares	Sole	2026-02-13
2025-12-31	$32,618,466	64,893	+0.7%	Shares	Sole	2026-02-13
2025-09-30 BRK-A	$754,200	1	-66.7%	Shares	Sole	2025-11-10
2025-09-30	$32,406,117	64,459	+11.4%	Shares	Sole	2025-11-10
2025-06-30 BRK-A	$2,186,400	3	0.0%	Shares	Sole	2025-08-07
2025-06-30	$28,108,595	57,864	-1.8%	Shares	Sole	2025-08-07
2025-03-31 BRK-A	$2,395,326	3	-62.5%	Shares	Sole	2025-04-29
2025-03-31	$31,372,157	58,906	+1.3%	Shares	Sole	2025-04-29
2024-12-31	$26,367,297	58,170	+1.6%	Shares	Sole	2025-02-13
2024-09-30	$26,359,090	57,270	+6.6%	Shares	Sole	2024-11-06
2024-06-30	$21,859,804	53,736	+33.0%	Shares	Sole	2024-08-02
2024-03-31	$16,993,633	40,411	+5.1%	Shares	Sole	2024-05-10
2023-12-31	$13,716,430	38,458	-21.3%	Shares	Sole	2024-02-13
2023-09-30	$17,118,810	48,869	+2.0%	Shares	Sole	2023-11-14
2023-06-30 BRK-A	$4,142,480	8	0.0%	Shares	Sole	2023-08-07
2023-06-30	$16,337,651	47,911	-7.5%	Shares	Sole	2023-08-07
2023-03-31 BRK-A	$3,724,800	8	-11.1%	Shares	Sole	2023-05-10
2023-03-31	$15,999,534	51,817	+5.9%	Shares	Sole	2023-05-10
2022-12-31 BRK-A	$4,218,399	9	0.0%	Shares	Sole	2023-02-02
2022-12-31	$15,114,168	48,929	+14.4%	Shares	Sole	2023-02-02
2022-09-30 BRK-A	$3,658,230	9	0.0%	Shares	Sole	2022-11-08
2022-09-30	$11,423,381	42,781	+5.0%	Shares	Sole	2022-11-08
2022-06-30 BRK-A	$3,680,550	9	-10.0%	Shares	Sole	2022-08-08
2022-06-30	$11,123,653	40,743	-4.9%	Shares	Sole	2022-08-08
2022-03-31 BRK-A	$5,289,210	10	0.0%	Shares	Sole	2022-05-05
2022-03-31	$15,119,016	42,841	+13.4%	Shares	Sole	2022-05-05
2021-12-31 BRK-A	$4,506,620	10	-64.3%	Shares	Sole	2022-02-23
2021-12-31	$11,293,230	37,770	-3.9%	Shares	Sole	2022-02-23
2021-09-30 BRK-A	$11,518,612	28	-3.4%	Shares	Sole	2021-11-05
2021-09-30	$10,724,358	39,292	+6.9%	Shares	Sole	2021-11-05
2021-06-30 BRK-A	$12,139,429	29	+3.6%	Shares	Sole	2021-08-09
2021-06-30	$10,217,172	36,763	+17.8%	Shares	Sole	2021-08-09
2021-03-31 BRK-A	$10,799,656	28	0.0%	Shares	Sole	2021-05-10
2021-03-31	$7,974,751	31,216	-1.2%	Shares	Sole	2021-05-10
2020-12-31 BRK-A	$9,738,820	28	-9.7%	Shares	Sole	2021-02-08
2020-12-31	$7,322,686	31,581	-7.2%	Shares	Sole	2021-02-08
2020-09-30 BRK-A	$9,920,031	31	-8.8%	Shares	Sole	2020-10-09
2020-09-30	$7,246,135	34,029	-8.9%	Shares	Sole	2020-10-09
2020-06-30 BRK-A	$9,088,200	34	0.0%	Shares	Sole	2020-08-14
2020-06-30	$6,667,347	37,350	+5.8%	Shares	Sole	2020-08-14
2020-03-31 BRK-A	$9,248,000	34	—	Shares	Sole	2020-05-14
2020-03-31	$6,451,704	35,288	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.