Envestnet Portfolio Solutions, Inc.
Position in BRK-B — Berkshire Hathaway Inc
CIK 1998033
BERWYN, PA
Position in BRK-B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,642,191
+$2,611,306 QoQ
Shares Held
31,260
+15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,053
of 4,965 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $21,657,853 across 4 Insurance - Diversified names. BRK-B ranks #1 (72.2% of the industry book) .
All Filings in BRK-B
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,642,191 | 31,260 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,030,885 | 27,193 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,093,071 | 30,027 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,041,529 | 47,821 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $30,572,420 | 62,936 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,104,894 | 80,936 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $43,946,855 | 96,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,367,487 | 107,260 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $44,982,316 | 110,576 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $45,562,500 | 108,348 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $32,714,638 | 91,725 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $31,043,586 | 88,620 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||