EverSource Wealth Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1710537
BIRMINGHAM, AL
Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,620,991
-$4,679,343 QoQ
Shares Held
19,227
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,357
of 4,965 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $10,893,339 across 9 Insurance - Diversified names. BRK-B ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
19,227 | $9,620,991 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,052 | $404,446 | |
| 3 | AIG |
American International Group, Inc.
|
3,889 | $289,841 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,523 | $244,877 | |
| 5 | SLF |
Sun Life Financial Inc
|
2,704 | $212,044 | |
| 6 | AEG |
Aegon Ltd.
|
11,181 | $94,364 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
353 | $15,058 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
453 | $11,028 |
All Filings in BRK-B
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,620,991 | 19,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 BRK-A | $3,590,700 | 5 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $10,709,634 | 22,349 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 BRK-A | $3,774,000 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $11,697,667 | 23,272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BRK-A | $3,771,000 | 5 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $11,812,878 | 23,497 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BRK-A | $3,644,000 | 5 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $9,837,811 | 20,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BRK-A | $3,992,210 | 5 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $7,399,663 | 13,894 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $4,766,440 | 7 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $9,187,527 | 20,269 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BRK-A | $4,838,260 | 7 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $9,144,440 | 19,868 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 BRK-A | $1,836,723 | 3 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $7,713,331 | 18,961 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BRK-A | $1,903,320 | 3 | Shares | Sole | 2024-06-11 | |
| 2024-03-31 | $6,865,405 | 16,326 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 BRK-A | $1,627,875 | 3 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $5,077,765 | 14,237 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 BRK-A | $1,594,431 | 3 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $4,453,362 | 12,713 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 BRK-A | $1,553,430 | 3 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $4,231,128 | 12,408 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,019,557 | 3,302 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $743,829 | 2,408 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $633,369 | 2,372 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $539,212 | 1,975 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $517,011 | 1,465 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $429,663 | 1,437 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||