Regent Peak Wealth Advisors LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1803329 ATLANTA, GA

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,873,298

-$1,789,137 QoQ

Shares Held

9,739

-10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,899

of 4,965 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $5,324,403 across 3 Insurance - Diversified names. BRK-B ranks #1 (91.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	9,739	$4,873,298
2	ACGL	Arch Capital Group Ltd.	2,566	$249,055
3	AIG	American International Group, Inc.	2,711	$202,050

All Filings in BRK-B

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49 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,873,298	9,739	-10.7%	Shares	Sole	2026-07-10
2026-03-31 BRK-A	$1,436,280	2	0.0%	Shares	Sole	2026-04-14
2026-03-31	$5,226,155	10,906	+2.2%	Shares	Sole	2026-04-14
2025-12-31 BRK-A	$1,509,600	2	0.0%	Shares	Sole	2026-01-08
2025-12-31	$5,364,280	10,672	+3.9%	Shares	Sole	2026-01-08
2025-09-30 BRK-A	$1,508,400	2	0.0%	Shares	Sole	2025-10-16
2025-09-30	$5,163,139	10,270	+0.4%	Shares	Sole	2025-10-16
2025-03-31 BRK-A	$1,596,884	2	0.0%	Shares	Sole	2025-04-14
2025-03-31	$5,445,630	10,225	+0.3%	Shares	Sole	2025-04-14
2024-12-31 BRK-A	$1,361,840	2	0.0%	Shares	Sole	2025-01-07
2024-12-31	$4,620,736	10,194	+1.4%	Shares	Sole	2025-01-07
2024-09-30 BRK-A	$1,382,360	2	0.0%	Shares	Sole	2024-10-16
2024-09-30	$4,628,374	10,056	+0.5%	Shares	Sole	2024-10-16
2024-06-30 BRK-A	$1,224,482	2	0.0%	Shares	Sole	2024-08-14
2024-06-30	$4,071,254	10,008	+1.1%	Shares	Sole	2024-08-14
2024-03-31 BRK-A	$1,268,880	2	0.0%	Shares	Sole	2024-05-01
2024-03-31	$4,164,830	9,904	-0.2%	Shares	Sole	2024-05-01
2023-12-31 BRK-A	$1,085,250	2	0.0%	Shares	Sole	2024-01-23
2023-12-31	$3,537,710	9,919	+1.3%	Shares	Sole	2024-01-23
2023-09-30 BRK-A	$1,062,954	2	0.0%	Shares	Sole	2023-11-03
2023-09-30	$3,431,538	9,796	+4.7%	Shares	Sole	2023-11-03
2023-06-30 BRK-A	$1,035,620	2	0.0%	Shares	Sole	2023-07-19
2023-06-30	$3,191,419	9,359	-0.6%	Shares	Sole	2023-07-19
2023-03-31 BRK-A	$931,200	2	0.0%	Shares	Sole	2023-04-24
2023-03-31	$2,908,304	9,419	-3.3%	Shares	Sole	2023-04-24
2022-12-31 BRK-A	$937,422	2	0.0%	Shares	Sole	2023-02-08
2022-12-31	$3,008,377	9,739	+0.2%	Shares	Sole	2023-02-08
2022-09-30 BRK-A	$812,940	2	0.0%	Shares	Sole	2022-11-14
2022-09-30	$2,595,167	9,719	+0.4%	Shares	Sole	2022-11-14
2022-06-30 BRK-A	$817,900	2	0.0%	Shares	Sole	2022-08-11
2022-06-30	$2,643,652	9,683	+0.8%	Shares	Sole	2022-08-11
2022-03-31 BRK-A	$1,057,842	2	0.0%	Shares	Sole	2022-05-03
2022-03-31	$3,390,053	9,606	+0.6%	Shares	Sole	2022-05-03
2021-12-31 BRK-A	$901,324	2	0.0%	Shares	Sole	2022-02-11
2021-12-31	$2,856,347	9,553	+1.6%	Shares	Sole	2022-02-11
2021-09-30 BRK-A	$822,758	2	0.0%	Shares	Sole	2021-11-08
2021-09-30	$2,566,181	9,402	+0.5%	Shares	Sole	2021-11-08
2021-06-30 BRK-A	$837,202	2	0.0%	Shares	Sole	2021-08-16
2021-06-30	$2,600,775	9,358	+0.7%	Shares	Sole	2021-08-16
2021-03-31 BRK-A	$771,404	2	0.0%	Shares	Sole	2021-04-28
2021-03-31	$2,374,849	9,296	+6.2%	Shares	Sole	2021-04-28
2020-12-31 BRK-A	$695,630	2	0.0%	Shares	Sole	2021-02-12
2020-12-31	$2,029,326	8,752	-3.3%	Shares	Sole	2021-02-12
2020-09-30 BRK-A	$640,002	2	0.0%	Shares	Sole	2020-11-04
2020-09-30	$1,927,319	9,051	+9.8%	Shares	Sole	2020-11-04
2020-06-30 BRK-A	$534,600	2	0.0%	Shares	Sole	2020-08-05
2020-06-30	$1,470,922	8,240	+95.5%	Shares	Sole	2020-08-05
2020-03-31 BRK-A	$544,000	2	—	Shares	Sole	2020-04-27
2020-03-31	$770,445	4,214	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.