Advisor OS, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1767580 CHICAGO, IL

Position in BRK-B

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,820,975

+$50,631 QoQ

Shares Held

7,636

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,120

of 4,950 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $4,652,389 across 3 Insurance - Diversified names. BRK-B ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	7,636	$3,820,975
2	HIG	Hartford Insurance Group, Inc.	4,114	$545,186
3	ACGL	Arch Capital Group Ltd.	2,949	$286,228

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,820,975	7,636	-2.9%	Shares	Sole	2026-08-05
2026-03-31	$3,770,344	7,868	+8.0%	Shares	Sole	2026-05-08
2025-12-31	$3,660,796	7,283	-0.5%	Shares	Sole	2026-02-04
2025-09-30	$3,680,053	7,320	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$3,394,072	6,987	-9.1%	Shares	Sole	2025-08-14
2025-03-31	$4,094,473	7,688	+7.7%	Shares	Sole	2025-05-06
2024-12-31	$3,235,510	7,138	-18.9%	Shares	Sole	2025-02-05
2024-09-30	$4,053,044	8,806	-8.6%	Shares	Sole	2024-11-04
2024-06-30	$3,921,143	9,639	+29.7%	Shares	Sole	2024-08-05
2024-03-31	$3,125,302	7,432	+8.1%	Shares	Sole	2024-05-09
2023-12-31	$2,450,965	6,872	+83.9%	Shares	Sole	2024-02-08
2023-09-30	$1,308,719	3,736	+11.3%	Shares	Sole	2023-11-03
2023-06-30	$1,144,396	3,356	+71.9%	Shares	Sole	2023-08-08
2023-03-31	$602,715	1,952	+100.2%	Shares	Sole	2023-04-25
2022-12-31	$301,175	975	+4.5%	Shares	Sole	2023-02-01
2022-09-30	$249,128	933	0.0%	Shares	Sole	2022-11-04
2022-06-30	$254,726	933	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$338,085	958	-76.0%	Shares	Sole	2022-05-11
2021-12-31	$1,191,515	3,985	+4.7%	Shares	Sole	2022-02-04
2021-09-30	$1,039,081	3,807	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$1,074,159	3,865	+1.5%	Shares	Sole	2021-08-10
2021-03-31	$972,572	3,807	0.0%	Shares	Other	2021-05-13
2020-12-31	$882,729	3,807	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.