ELEVATION WEALTH PARTNERS, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 1976256
WALNUT CREEK, CA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,251,254
+$112,106 QoQ
Shares Held
4,499
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#2,625
of 4,950 holders
Holding Since
Jun 2024
9 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $2,313,081 across 6 Insurance - Diversified names. BRK-B ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
4,499 | $2,251,254 | |
| 2 | AIG |
American International Group, Inc.
|
324 | $24,147 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
94 | $12,456 | |
| 4 | SLF |
Sun Life Financial Inc
|
121 | $9,488 | |
| 5 | AEG |
Aegon Ltd.
|
1,025 | $8,651 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
73 | $7,085 |
All Filings in BRK-B
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,254 | 4,499 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,139,148 | 4,464 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,122,690 | 4,223 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,299,030 | 4,573 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,276,803 | 4,687 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,557,449 | 4,802 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,269,119 | 5,006 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,306,362 | 5,011 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,022,202 | 4,971 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||