Beacon Pointe Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1744317
NEWPORT BEACH, CA
Position in BRK-B
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$211,691,415
+$25,261,195 QoQ
Shares Held
384,169
+7.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#216
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, 2026Beacon Pointe Advisors, LLC holds $216,561,071 across 6 Insurance - Diversified names. BRK-B ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
384,169 | $211,691,415 | |
| 2 | AIG |
American International Group, Inc.
|
21,837 | $1,627,511 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
10,366 | $1,006,123 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
33,611 | $879,599 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
5,827 | $772,194 | |
| 6 | SLF |
Sun Life Financial Inc
|
7,450 | $584,229 |
All Filings in BRK-B
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $19,470,100 | 26 | Shares | Sole | 2026-08-18 | |
| 2026-06-30 | $192,221,315 | 384,143 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 BRK-A | $15,799,080 | 22 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $170,631,140 | 356,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BRK-A | $13,586,400 | 18 | Shares | Sole | 2026-02-18 | |
| 2025-12-31 | $98,432,441 | 195,827 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 BRK-A | $13,575,600 | 18 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $85,551,265 | 170,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BRK-A | $7,288,000 | 10 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $150,871,903 | 310,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BRK-A | $7,185,978 | 9 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $170,174,754 | 319,529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BRK-A | $1,361,840 | 2 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $137,974,805 | 304,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BRK-A | $1,382,360 | 2 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $141,249,651 | 306,891 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BRK-A | $1,224,482 | 2 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $129,500,305 | 318,339 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BRK-A | $1,268,880 | 2 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $140,969,658 | 335,227 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 BRK-A | $1,085,250 | 2 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $116,705,215 | 327,217 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $124,455,284 | 355,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BRK-A | $2,071,240 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $82,993,603 | 243,383 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BRK-A | $2,328,000 | 5 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $91,684,928 | 296,936 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BRK-A | $2,343,555 | 5 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $91,520,274 | 296,278 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 BRK-A | $2,032,350 | 5 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $76,563,712 | 286,734 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 BRK-A | $2,862,650 | 7 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $81,810,443 | 299,650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 BRK-A | $4,231,368 | 8 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $132,320,781 | 374,942 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 BRK-A | $2,253,310 | 5 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $54,109,133 | 180,967 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 BRK-A | $2,468,274 | 6 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $25,123,035 | 92,046 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BRK-A | $837,202 | 2 | Shares | Sole | 2021-08-17 | |
| 2021-06-30 | $17,793,550 | 64,024 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 BRK-A | $771,404 | 2 | Shares | Sole | 2021-05-18 | |
| 2021-03-31 | $7,579,539 | 29,669 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 BRK-A | $695,630 | 2 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $9,443,369 | 40,727 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BRK-A | $640,002 | 2 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $6,433,769 | 30,214 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 BRK-A | $534,600 | 2 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $12,312,548 | 68,974 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||