Strategic Wealth Partners, Ltd.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1720777 INDEPENDENCE, OH

Position in BRK-B

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,430,023

-$166,666 QoQ

Shares Held

5,071

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Strategic Wealth Partners, Ltd. holds $2,546,621 across 4 Insurance - Diversified names. BRK-B ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	5,071	$2,430,023
2	BNT	Brookfield Wealth Solutions Ltd.	2,389	$98,904
3	AIG	American International Group, Inc.	201	$15,125
4	HIG	Hartford Insurance Group, Inc.	19	$2,569

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,430,023	5,071	-1.8%	Shares	Sole	2026-05-12
2025-12-31	$2,596,689	5,166	+12.3%	Shares	Sole	2026-05-12
2025-09-30	$2,313,106	4,601	-55.8%	Shares	Sole	2025-11-14
2025-06-30	$5,055,408	10,407	-5.4%	Shares	Sole	2025-08-11
2024-12-31	$4,988,346	11,005	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$5,152,610	11,195	+1.8%	Shares	Sole	2024-10-08
2024-06-30	$4,471,952	10,993	+29.0%	Shares	Sole	2024-10-08
2024-03-31	$3,584,933	8,525	-11.9%	Shares	Sole	2024-05-20
2023-12-31	$3,452,825	9,681	-25.3%	Shares	Sole	2024-05-20
2023-09-30	$4,541,289	12,964	-3.7%	Shares	Sole	2024-05-20
2023-06-30	$4,589,519	13,459	-9.3%	Shares	Sole	2024-05-20
2023-03-31	$4,580,294	14,834	+2.2%	Shares	Sole	2023-04-24
2022-12-31	$4,483,065	14,513	-3.6%	Shares	Sole	2023-04-24
2022-09-30	$4,018,651	15,050	-1.8%	Shares	Sole	2023-04-24
2022-06-30	$4,184,577	15,327	-1.1%	Shares	Sole	2022-08-22
2022-03-31	$5,466,928	15,491	-10.2%	Shares	Sole	2022-05-19
2021-12-31	$5,155,956	17,244	+204.9%	Shares	Sole	2022-02-11
2021-09-30	$1,543,475	5,655	+11.9%	Shares	Sole	2021-11-12
2021-06-30	$1,404,051	5,052	+124.8%	Shares	Sole	2021-08-25
2021-03-31	$574,041	2,247	0.0%	Shares	Sole	2021-05-24
2020-12-31	$521,011	2,247	-1.4%	Shares	Sole	2021-02-18
2020-09-30	$485,077	2,278	-3.2%	Shares	Sole	2020-11-10
2020-06-30	$420,212	2,354	-45.1%	Shares	Sole	2020-08-11
2020-03-31	$784,157	4,289	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.