CVA Family Office, LLC
Family OfficePosition in BRK-B — Berkshire Hathaway Inc
CIK 1802084
DENVER, CO
Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,496,154
+$350,595 QoQ
Shares Held
13,988
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#1,438
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, 2026CVA Family Office, LLC holds $9,267,053 across 6 Insurance - Diversified names. BRK-B ranks #1 (91.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
13,988 | $8,496,154 | |
| 2 | SLF |
Sun Life Financial Inc
|
5,000 | $392,100 | |
| 3 | AIG |
American International Group, Inc.
|
2,311 | $172,238 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,212 | $117,636 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
669 | $88,655 | |
| 6 | AEG |
Aegon Ltd.
|
32 | $270 |
All Filings in BRK-B
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $1,497,700 | 2 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $6,998,454 | 13,986 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BRK-A | $1,436,280 | 2 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $6,709,279 | 14,001 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 BRK-A | $1,509,600 | 2 | Shares | Sole | 2026-01-12 | |
| 2025-12-31 | $6,765,669 | 13,460 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 BRK-A | $1,508,400 | 2 | Shares | Sole | 2025-10-30 | |
| 2025-09-30 | $6,827,711 | 13,581 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 BRK-A | $1,457,600 | 2 | Shares | Sole | 2025-07-31 | |
| 2025-06-30 | $6,692,939 | 13,778 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 BRK-A | $1,596,884 | 2 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $7,467,304 | 14,021 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,304,671 | 13,909 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $6,287,611 | 13,661 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,003,640 | 12,300 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,140,436 | 12,224 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,330,209 | 12,141 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,527,627 | 12,925 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,325,585 | 12,685 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,915,821 | 12,682 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,906,658 | 12,647 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $3,568,722 | 13,365 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $3,616,149 | 13,245 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,581,124 | 12,981 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,794,609 | 12,691 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,426,982 | 8,892 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,622,965 | 13,036 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,470,394 | 9,670 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,043,702 | 8,814 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,893,462 | 8,892 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,664,962 | 9,327 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,715,493 | 9,383 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||