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BRK/B
Showing 8 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BERKSHIRE HATHAWAY INC DEL

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 267,985 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $128.4M as of 2026-Q1. The position was increased (+1.2% shares). BRK/B represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$128.4M

Current Shares

267,985

Total Value Change

+$35.1M

Total Shares Change

+38,575

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
267,985
+1.2%
$128.4M0.8%$481.36
43
2025-Q4
Increased
264,725
+6.9%
$133.1M0.8%$503.71
46
2025-Q3
Increased
247,569
+12.1%
$124.5M0.9%$499.25
48
2025-Q2
Decreased
220,845
-5.4%
$107.3M0.9%$485.68
0
2025-Q1
Increased
233,386
+1.8%
$124.3M1.1%$526.31
48
2024-Q4
Increased
229,206
+1.2%
$103.9M0.9%$452.16
43
2024-Q3
Decreased
226,574
-1.2%
$104.3M0.9%$457.47
0
2024-Q2
Decreased
229,410
-9.2%
$93.3M0.8%$406.80
0

Other major holders of BRK/B: VANGUARD GROUP INC

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