Williams Jones Wealth Management, LLC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1788587 New York, NY

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$144,636,952

-$1,153,265 QoQ

Shares Held

245,678

-5.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#275

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, 2026

Williams Jones Wealth Management, LLC. holds $156,982,899 across 3 Insurance - Diversified names. BRK-B ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	245,678	$144,636,952
2	ACGL	Arch Capital Group Ltd.	121,824	$11,824,237
3	AIG	American International Group, Inc.	7,000	$521,710

All Filings in BRK-B

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BRK-A	$21,716,650	29	-3.3%	Shares	Sole	2026-08-05
2026-06-30	$122,920,302	245,649	-5.3%	Shares	Sole	2026-08-05
2026-03-31 BRK-A	$21,544,200	30	0.0%	Shares	Sole	2026-05-05
2026-03-31	$124,246,017	259,278	-1.8%	Shares	Sole	2026-05-05
2025-12-31 BRK-A	$22,644,000	30	0.0%	Shares	Sole	2026-02-13
2025-12-31	$132,659,890	263,921	-1.0%	Shares	Sole	2026-02-13
2025-09-30 BRK-A	$22,626,000	30	0.0%	Shares	Sole	2025-11-14
2025-09-30	$134,034,002	266,607	+0.3%	Shares	Sole	2025-11-14
2025-06-30 BRK-A	$21,864,000	30	-11.8%	Shares	Sole	2025-08-14
2025-06-30	$129,184,701	265,938	-0.2%	Shares	Sole	2025-08-14
2025-03-31 BRK-A	$27,147,028	34	+13.3%	Shares	Sole	2025-05-15
2025-03-31	$141,848,953	266,343	-1.4%	Shares	Sole	2025-05-15
2024-12-31 BRK-A	$20,427,600	30	0.0%	Shares	Sole	2025-02-14
2024-12-31	$122,411,436	270,057	-1.8%	Shares	Sole	2025-02-14
2024-09-30 BRK-A	$20,735,400	30	0.0%	Shares	Sole	2024-11-14
2024-09-30	$126,588,069	275,036	+0.3%	Shares	Sole	2024-11-14
2024-06-30 BRK-A	$18,367,230	30	0.0%	Shares	Sole	2024-08-05
2024-06-30	$111,508,354	274,111	+0.0%	Shares	Sole	2024-08-05
2024-03-31 BRK-A	$19,033,200	30	-6.2%	Shares	Sole	2024-05-07
2024-03-31	$115,225,003	274,006	-0.2%	Shares	Sole	2024-05-07
2023-12-31 BRK-A	$17,364,000	32	0.0%	Shares	Sole	2024-02-14
2023-12-31	$97,947,039	274,623	+4.7%	Shares	Sole	2024-02-14
2023-09-30 BRK-A	$17,007,264	32	-11.1%	Shares	Sole	2023-11-14
2023-09-30	$91,897,351	262,339	+3.4%	Shares	Sole	2023-11-14
2023-06-30 BRK-A	$18,641,160	36	0.0%	Shares	Sole	2023-08-14
2023-06-30	$86,490,217	253,637	-0.0%	Shares	Sole	2023-08-14
2023-03-31 BRK-A	$16,761,600	36	0.0%	Shares	Sole	2023-05-15
2023-03-31	$78,326,303	253,672	-0.4%	Shares	Sole	2023-05-15
2022-12-31 BRK-A	$16,873,596	36	0.0%	Shares	Sole	2023-02-14
2022-12-31	$78,698,144	254,769	-0.5%	Shares	Sole	2023-02-14
2022-09-30 BRK-A	$14,632,920	36	0.0%	Shares	Sole	2022-11-14
2022-09-30	$68,347,507	255,964	+0.1%	Shares	Sole	2022-11-14
2022-06-30 BRK-A	$14,722,200	36	+2.9%	Shares	Sole	2022-08-15
2022-06-30	$69,799,201	255,656	+10.3%	Shares	Sole	2022-08-15
2022-03-31 BRK-A	$18,512,235	35	+2.9%	Shares	Sole	2022-05-16
2022-03-31	$81,827,830	231,866	+5.3%	Shares	Sole	2022-05-16
2021-12-31 BRK-A	$15,322,508	34	0.0%	Shares	Sole	2022-02-14
2021-12-31	$65,864,617	220,283	+3.0%	Shares	Sole	2022-02-14
2021-09-30 BRK-A	$13,986,886	34	0.0%	Shares	Sole	2021-11-15
2021-09-30	$58,344,746	213,764	-1.7%	Shares	Sole	2021-11-15
2021-06-30 BRK-A	$14,232,434	34	-2.9%	Shares	Sole	2021-08-16
2021-06-30	$60,421,475	217,406	-0.1%	Shares	Sole	2021-08-16
2021-03-31 BRK-A	$13,499,570	35	0.0%	Shares	Sole	2021-05-17
2021-03-31	$55,601,768	217,645	-17.4%	Shares	Sole	2021-05-17
2020-12-31 BRK-A	$12,173,525	35	0.0%	Shares	Sole	2021-02-16
2020-12-31	$61,117,917	263,587	-4.4%	Shares	Sole	2021-02-16
2020-09-30 BRK-A	$11,200,035	35	0.0%	Shares	Sole	2020-11-13
2020-09-30	$58,720,760	275,762	-3.3%	Shares	Sole	2020-11-13
2020-06-30 BRK-A	$9,355,500	35	—	Shares	Sole	2020-08-14
2020-06-30	$50,888,381	285,073	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.