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BRK/BBRK/B
Showing 8 of 30 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 266,085 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $133.1M as of 2026-Q2. The position was decreased (-0.7% shares). BRK/B represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$133.1M

Current Shares

266,085

Total Value Change

+$28.9M

Total Shares Change

+39,511

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
266,085
-0.7%
$133.1M0.7%$500.39
0
2026-Q1
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

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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