Concurrent Investment Advisors, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2001015
Tampa, FL
Position in BRK-B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,951,209
-$7,462,285 QoQ
Shares Held
101,823
+18.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#539
of 4,965 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Derivatives in BRK-B
reported options exposure · as of Dec 31, 2025CallValue
$100,530
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $53,805,786 across 5 Insurance - Diversified names. BRK-B ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
101,823 | $50,951,209 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
12,130 | $1,607,466 | |
| 3 | AIG |
American International Group, Inc.
|
10,728 | $799,557 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,983 | $233,926 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,201 | $213,628 |
All Filings in BRK-B
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,951,209 | 101,823 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 BRK-A | $17,235,360 | 24 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $41,178,134 | 85,931 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 BRK-A | $18,115,200 | 24 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $48,555,989 | 96,600 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $100,530 | 200 | Call | Sole | 2026-01-29 | |
| 2025-09-30 BRK-A | $18,100,800 | 24 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $39,974,365 | 79,513 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 BRK-A | $16,762,400 | 23 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $40,481,642 | 83,335 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $48,577 | 100 | Call | Sole | 2025-07-25 | |
| 2025-03-31 BRK-A | $18,364,166 | 23 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $39,501,991 | 74,171 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 BRK-A | $13,618,400 | 20 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $815,904 | 1,800 | Put | Sole | 2025-02-03 | |
| 2024-12-31 | $27,098,438 | 59,783 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 BRK-A | $13,823,600 | 20 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $24,804,331 | 53,892 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 BRK-A | $12,857,061 | 21 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $22,036,762 | 54,171 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BRK-A | $13,323,240 | 21 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $19,543,246 | 46,474 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 BRK-A | $11,395,125 | 21 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,724,782 | 44,089 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||