Bay Harbor Wealth Management, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1767989 Hunt Valley, MD

Position in BRK-B

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$129,100

+$24,635 QoQ

Shares Held

258

+18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#4,873

of 4,965 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $151,809 across 4 Insurance - Diversified names. BRK-B ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	258	$129,100
2	HIG	Hartford Insurance Group, Inc.	62	$8,216
3	AIG	American International Group, Inc.	102	$7,602
4	ACGL	Arch Capital Group Ltd.	71	$6,891

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,100	258	+18.3%	Shares	Other	2026-07-28
2026-03-31	$104,465	218	-71.6%	Shares	Other	2026-04-14
2025-12-31	$386,035	768	+477.4%	Shares	Other	2026-02-02
2025-09-30	$66,864	133	+11.8%	Shares	Other	2025-10-09
2025-06-30	$57,806	119	+250.0%	Shares	Sole	2025-07-22
2025-03-31	$18,107	34	+1033.3%	Shares	Sole	2025-05-12
2024-12-31	$1,359	3	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,380	3	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,220	3	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,261	3	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,069	3	0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,050	3	-97.1%	Shares	Sole	2023-10-25
2023-06-30	$35,123	103	+3333.3%	Shares	Sole	2023-07-19
2023-03-31	$926	3	-99.8%	Shares	Sole	2023-05-03
2020-12-31 BRK-A	$1,391,260	4	0.0%	Shares	Sole	2021-02-09
2020-12-31	$358,702	1,547	+0.8%	Shares	Sole	2021-02-09
2020-09-30 BRK-A	$1,280,004	4	0.0%	Shares	Sole	2020-10-27
2020-09-30	$326,649	1,534	+0.8%	Shares	Sole	2020-10-27
2020-06-30 BRK-A	$1,069,200	4	0.0%	Shares	Sole	2020-07-16
2020-06-30	$271,692	1,522	0.0%	Shares	Sole	2020-07-16
2020-03-31 BRK-A	$1,088,000	4	—	Shares	Sole	2020-05-20
2020-03-31	$278,267	1,522	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.