WEST PACES ADVISORS INC.

Position in BRK-B — Berkshire Hathaway Inc

CIK 2004720 ATLANTA, GA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$570,444

+$32,303 QoQ

Shares Held

1,140

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#4,035

of 4,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $1,040,171 across 4 Insurance - Diversified names. BRK-B ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	1,140	$570,444
2	HIG	Hartford Insurance Group, Inc.	3,493	$462,892
3	ACGL	Arch Capital Group Ltd.	52	$5,047
4	AIG	American International Group, Inc.	24	$1,788

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,444	1,140	+1.5%	Shares	Sole	2026-07-20
2026-03-31	$538,141	1,123	-0.9%	Shares	Sole	2026-05-05
2025-12-31	$569,502	1,133	+5.7%	Shares	Sole	2026-01-21
2025-09-30	$538,937	1,072	-3.3%	Shares	Sole	2025-10-22
2025-06-30	$538,718	1,109	0.0%	Shares	Sole	2025-07-23
2025-03-31	$590,631	1,109	0.0%	Shares	Sole	2025-04-15
2024-12-31	$502,687	1,109	0.0%	Shares	Sole	2025-02-14
2024-09-30	$510,428	1,109	-2.2%	Shares	Sole	2024-10-15
2024-06-30	$461,311	1,134	-56.6%	Shares	Sole	2024-07-17
2024-03-31	$1,098,398	2,612	+142.8%	Shares	Sole	2024-04-15
2023-12-31	$383,766	1,076	+3.1%	Shares	Sole	2024-01-30
2023-09-30	$365,713	1,044	0.0%	Shares	Sole	2023-12-18
2023-06-30	$356,004	1,044	0.0%	Shares	Sole	2023-12-18
2023-03-31	$322,355	1,044	+2.9%	Shares	Sole	2023-12-18
2022-12-31	$313,533	1,015	-7.5%	Shares	Sole	2023-12-18
2022-09-30	$292,920	1,097	-1.5%	Shares	Sole	2023-12-19
2022-06-30	$304,144	1,114	+4.2%	Shares	Sole	2023-12-19
2022-03-31	$377,260	1,069	+55.2%	Shares	Sole	2023-12-19
2021-12-31	$206,011	689	+2.8%	Shares	Sole	2023-12-20
2021-09-30	$182,869	670	+9.3%	Shares	Sole	2023-12-20
2021-06-30	$170,364	613	+2.9%	Shares	Sole	2023-12-20
2021-03-31	$152,260	596	-71.6%	Shares	Sole	2023-12-20
2020-12-31	$485,999	2,096	0.0%	Shares	Sole	2023-12-20
2020-09-30	$446,322	2,096	-9.2%	Shares	Sole	2023-12-20
2020-06-30	$412,001	2,308	0.0%	Shares	Sole	2023-12-20
2020-03-31	$421,971	2,308	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.