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BEACON FINANCIAL GROUP → BRK/A

BEACON FINANCIAL GROUP BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$23M
Q3 2026
Peak value
$24M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$23.7M
Q1 2026$23M
Q2 2026$24M
Q3 2026$23M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23M46.2K——
Q2 2026$24M48.0K——
Q1 2026$23M48.0K——
Q4 2025$23.7M47.2K——

Other funds holding BRK/A

Other BEACON FINANCIAL GROUP positions

BTCW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$56.2M
BTCW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$55.5M
BTCW

WISDOMTREE US QLT DIV GRW ETF

$51.7M
ETHA

ISHARES CORE S&P 500 ETF

$51.4M
BTCW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$50.5M
ETHA

ISHARES CORE S&P 500 ETF

$48.4M
VGES

VANGUARD MORNINGSTAR GROWTH ETF

$33.1M
VGES

VANGUARD GROWTH INDEX FUND ETF SHARES

$31.4M