SkyOak Wealth, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1800379 SOUTHFIELD, MI

Back to BRK-B Full portfolio

Position in BRK-B

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

Position Value

$3,019,353

-$1,099,009 QoQ

Shares Held

6,034

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#2,321

of 4,966 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

SkyOak Wealth, LLC holds $3,497,641 across 3 Insurance - Diversified names. BRK-B ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	6,034	$3,019,353
2	ACGL	Arch Capital Group Ltd.	2,492	$241,873
3	HIG	Hartford Insurance Group, Inc.	1,784	$236,415

All Filings in BRK-B

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45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,019,353	6,034	+7.8%	Shares	Sole	2026-07-30
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-30
2026-03-31	$2,682,082	5,597	+3.7%	Shares	Sole	2026-04-30
2025-12-31 BRK-A	$1,509,600	2	0.0%	Shares	Sole	2026-02-05
2025-12-31	$2,713,807	5,399	-0.4%	Shares	Sole	2026-02-05
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-23
2025-09-30	$2,726,359	5,423	+0.3%	Shares	Sole	2025-10-23
2025-06-30 BRK-A	$1,457,600	2	0.0%	Shares	Sole	2025-07-30
2025-06-30	$2,627,529	5,409	-2.0%	Shares	Sole	2025-07-30
2025-03-31 BRK-A	$1,596,884	2	0.0%	Shares	Sole	2025-05-01
2025-03-31	$2,939,841	5,520	+1.0%	Shares	Sole	2025-05-01
2024-12-31	$2,478,081	5,467	+3.9%	Shares	Sole	2025-01-24
2024-09-30	$2,420,967	5,260	-1.0%	Shares	Sole	2024-11-04
2024-06-30	$2,161,328	5,313	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$2,280,479	5,423	+7.0%	Shares	Sole	2024-04-29
2023-12-31	$1,807,552	5,068	+3.8%	Shares	Sole	2024-01-12
2023-09-30	$1,710,514	4,883	+4.7%	Shares	Sole	2023-10-24
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-07-20
2023-06-30	$1,591,106	4,666	+20.4%	Shares	Sole	2023-07-20
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-05-02
2023-03-31	$1,196,174	3,874	+53.5%	Shares	Sole	2023-05-02
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-01-26
2022-12-31	$779,663	2,524	0.0%	Shares	Sole	2023-01-26
2022-09-30 BRK-A	$812,940	2	0.0%	Shares	Sole	2022-10-25
2022-09-30	$673,958	2,524	+0.2%	Shares	Sole	2022-10-25
2022-06-30 BRK-A	$817,900	2	0.0%	Shares	Sole	2022-07-26
2022-06-30	$687,464	2,518	+1.3%	Shares	Sole	2022-07-26
2022-03-31 BRK-A	$1,057,842	2	0.0%	Shares	Sole	2022-04-18
2022-03-31	$876,981	2,485	-1.2%	Shares	Sole	2022-04-18
2021-12-31 BRK-A	$901,324	2	0.0%	Shares	Sole	2022-01-24
2021-12-31	$751,985	2,515	-2.1%	Shares	Sole	2022-01-24
2021-09-30 BRK-A	$822,758	2	0.0%	Shares	Sole	2021-10-21
2021-09-30	$701,182	2,569	0.0%	Shares	Sole	2021-10-21
2021-06-30 BRK-A	$837,202	2	0.0%	Shares	Sole	2021-07-19
2021-06-30	$713,976	2,569	-1.2%	Shares	Sole	2021-07-19
2021-03-31 BRK-A	$771,404	2	0.0%	Shares	Sole	2021-04-29
2021-03-31	$664,477	2,601	0.0%	Shares	Sole	2021-04-29
2020-12-31 BRK-A	$695,630	2	0.0%	Shares	Sole	2021-02-02
2020-12-31	$603,093	2,601	-4.8%	Shares	Sole	2021-02-02
2020-09-30 BRK-A	$640,002	2	0.0%	Shares	Sole	2020-11-03
2020-09-30	$581,752	2,732	-9.4%	Shares	Sole	2020-11-03
2020-06-30 BRK-A	$534,600	2	+100.0%	Shares	Sole	2020-08-10
2020-06-30	$538,207	3,015	+17.1%	Shares	Sole	2020-08-10
2020-03-31 BRK-A	$272,000	1	—	Shares	Sole	2020-05-04
2020-03-31	$470,787	2,575	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.