BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2010186
CINCINNATI, OH
Position in BRK-B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$195,665,499
-$41,893,870 QoQ
Shares Held
391,026
+0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#229
of 4,950 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. BRK-B ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
306 | $29,700 |
All Filings in BRK-B
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,665,499 | 391,026 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 BRK-A | $50,269,800 | 70 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $187,289,569 | 390,838 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BRK-A | $55,855,200 | 74 | Shares | Sole | 2026-01-22 | |
| 2025-12-31 | $200,518,645 | 398,923 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 BRK-A | $49,777,200 | 66 | Shares | Sole | 2025-10-09 | |
| 2025-09-30 | $199,979,916 | 397,780 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 BRK-A | $51,744,800 | 71 | Shares | Sole | 2025-07-18 | |
| 2025-06-30 | $193,049,855 | 397,410 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 BRK-A | $56,689,382 | 71 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $214,121,657 | 402,046 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 BRK-A | $8,851,960 | 13 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $186,098,636 | 410,560 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 BRK-A | $8,985,340 | 13 | Shares | Sole | 2024-10-17 | |
| 2024-09-30 | $188,761,370 | 410,119 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 BRK-A | $7,959,133 | 13 | Shares | Sole | 2024-07-12 | |
| 2024-06-30 | $170,465,878 | 419,041 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 BRK-A | $8,247,720 | 13 | Shares | Sole | 2024-05-09 | |
| 2024-03-31 | $174,235,733 | 414,334 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BRK-A | $7,596,750 | 14 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $148,649,111 | 416,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BRK-A | $7,440,678 | 14 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $145,387,461 | 415,037 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 BRK-A | $7,249,340 | 14 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $140,945,189 | 413,329 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 BRK-A | $6,052,800 | 13 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $127,220,341 | 412,023 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 BRK-A | $6,561,954 | 14 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $129,325,927 | 418,666 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 BRK-A | $5,690,580 | 14 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $111,636,789 | 418,084 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 BRK-A | $5,725,300 | 14 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $110,406,011 | 404,388 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 BRK-A | $7,404,894 | 14 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $146,682,806 | 415,638 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 BRK-A | $4,055,958 | 9 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $103,459,681 | 346,019 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 BRK-A | $30,442,046 | 74 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $112,443,091 | 411,970 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 BRK-A | $30,976,474 | 74 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $118,280,250 | 425,591 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 BRK-A | $30,470,458 | 79 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $112,744,786 | 441,323 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 BRK-A | $27,477,385 | 79 | Shares | Sole | 2024-02-13 | |
| 2020-12-31 | $102,889,066 | 443,736 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 BRK-A | $24,640,077 | 77 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $94,737,644 | 444,903 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 BRK-A | $20,582,100 | 77 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $80,708,298 | 452,122 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 BRK-A | $20,944,000 | 77 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||