Clearstead Trust, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1708001 PORTLAND, ME

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,071,043

+$307,976 QoQ

Shares Held

11,140

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#1,591

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Clearstead Trust, LLC holds $7,124,239 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	11,140	$7,071,043
2	HIG	Hartford Insurance Group, Inc.	221	$29,286
3	ACGL	Arch Capital Group Ltd.	145	$14,073
4	AIG	American International Group, Inc.	132	$9,837

All Filings in BRK-B

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$1,497,700	2	0.0%	Shares	Sole	2026-08-06
2026-06-30	$5,573,343	11,138	+0.2%	Shares	Sole	2026-08-06
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-05-06
2026-03-31	$5,326,787	11,116	+0.2%	Shares	Sole	2026-05-06
2025-12-31 BRK-A	$1,509,600	2	0.0%	Shares	Sole	2026-02-09
2025-12-31	$5,575,393	11,092	+17.9%	Shares	Sole	2026-02-09
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-11-10
2025-09-30	$4,730,783	9,410	+4.5%	Shares	Sole	2025-11-10
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-08-08
2025-06-30	$4,372,415	9,001	+1.5%	Shares	Sole	2025-08-08
2025-03-31 BRK-A	$1,596,884	2	0.0%	Shares	Sole	2025-05-09
2025-03-31	$4,721,321	8,865	+2.1%	Shares	Sole	2025-05-09
2024-12-31 BRK-A	$1,361,840	2	0.0%	Shares	Sole	2025-02-10
2024-12-31	$3,937,190	8,686	-3.5%	Shares	Sole	2025-02-10
2024-09-30 BRK-A	$1,382,360	2	0.0%	Shares	Sole	2024-11-13
2024-09-30	$4,144,181	9,004	+1.0%	Shares	Sole	2024-11-13
2024-06-30 BRK-A	$1,224,482	2	0.0%	Shares	Sole	2024-08-09
2024-06-30	$3,627,842	8,918	-1.6%	Shares	Sole	2024-08-09
2024-03-31 BRK-A	$1,268,880	2	0.0%	Shares	Sole	2024-05-10
2024-03-31	$3,809,490	9,059	-13.9%	Shares	Sole	2024-05-10
2023-12-31 BRK-A	$1,085,250	2	0.0%	Shares	Sole	2024-02-06
2023-12-31	$3,750,993	10,517	+25.9%	Shares	Sole	2024-02-06
2023-09-30 BRK-A	$1,062,954	2	0.0%	Shares	Sole	2023-11-13
2023-09-30	$2,925,705	8,352	+63.8%	Shares	Sole	2023-11-13
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-08-08
2023-06-30	$1,738,759	5,099	+13.8%	Shares	Sole	2023-08-08
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-05-10
2023-03-31	$1,383,907	4,482	-10.0%	Shares	Sole	2023-05-10
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-02-01
2022-12-31	$1,538,939	4,982	+10.2%	Shares	Sole	2023-02-01
2022-09-30 BRK-A	$812,940	2	—	Shares	Sole	2022-11-14
2022-09-30	$1,206,663	4,519	+91.0%	Shares	Sole	2022-11-14
2022-06-30	$645,965	2,366	0.0%	Shares	Sole	2022-08-11
2022-03-31	$834,985	2,366	0.0%	Shares	Sole	2022-05-16
2021-12-31	$707,434	2,366	-3.9%	Shares	Sole	2022-02-09
2021-09-30	$672,251	2,463	-12.3%	Shares	Sole	2021-11-02
2021-06-30	$780,399	2,808	0.0%	Shares	Sole	2021-08-12
2021-03-31	$717,359	2,808	-63.7%	Shares	Sole	2021-04-30
2020-12-31	$1,796,065	7,746	+80.6%	Shares	Sole	2021-02-16
2020-09-30	$913,086	4,288	0.0%	Shares	Sole	2020-10-23
2020-06-30	$765,450	4,288	0.0%	Shares	Sole	2020-08-17
2020-03-31	$783,975	4,288	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.