Financial Perspectives, Inc

Position in BRK-B — Berkshire Hathaway Inc

CIK 2003287 MINNEAPOLIS, MN

Position in BRK-B

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,414,598

-$89,833 QoQ

Shares Held

2,952

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Financial Perspectives, Inc holds $1,428,390 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	2,952	$1,414,598
2	ACGL	Arch Capital Group Ltd.	119	$11,422
3	BNT	Brookfield Wealth Solutions Ltd.	30	$1,242
4	AIG	American International Group, Inc.	15	$1,128

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,414,598	2,952	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$1,504,431	2,993	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,504,700	2,993	-4.9%	Shares	Sole	2025-10-22
2025-06-30	$1,528,232	3,146	+12.4%	Shares	Sole	2025-07-30
2025-03-31	$1,490,158	2,798	-1.9%	Shares	Sole	2025-04-18
2024-12-31	$1,293,207	2,853	+12.2%	Shares	Sole	2025-02-03
2024-09-30	$1,170,441	2,543	0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,034,492	2,543	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,069,382	2,543	-4.0%	Shares	Sole	2024-04-19
2023-12-31	$944,435	2,648	0.0%	Shares	Sole	2024-02-01
2023-09-30	$927,594	2,648	0.0%	Shares	Sole	2024-01-10
2023-06-30	$902,968	2,648	0.0%	Shares	Sole	2024-01-10
2023-03-31	$817,622	2,648	0.0%	Shares	Sole	2024-01-10
2022-12-31	$817,967	2,648	+0.4%	Shares	Sole	2024-01-10
2022-09-30	$704,131	2,637	0.0%	Shares	Sole	2024-01-10
2022-06-30	$719,953	2,637	0.0%	Shares	Sole	2024-01-10
2022-03-31	$930,623	2,637	0.0%	Shares	Sole	2024-01-10
2021-12-31	$788,463	2,637	0.0%	Shares	Sole	2024-01-10
2021-09-30	$719,742	2,637	0.0%	Shares	Sole	2024-01-10
2021-06-30	$732,875	2,637	-99.6%	Shares	Sole	2024-01-10
2021-03-31	$172,103,496	673,674	+25447.0%	Shares	Sole	2024-01-10
2020-12-31	$611,441	2,637	0.0%	Shares	Sole	2024-01-10
2020-09-30	$561,522	2,637	0.0%	Shares	Sole	2024-01-10
2020-06-30	$470,730	2,637	+6.2%	Shares	Sole	2024-01-10
2020-03-31	$453,784	2,482	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.