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Concurrent Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Concurrent Investment Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$101K – 1940
2025
Q4 		$101K Buy
+200
New +$99.5K ﹤0.01% 1703
2025
Q3 		– Sell
-100
Closed -$48.6K – 1514
2025
Q2 		$48.6K Buy
+100
New +$50.8K ﹤0.01% 1351

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's BRK.B Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 18% in Q2 2026, buying an estimated $7.64M and bringing the position to 101,823 shares worth $51M. The position accounts for 0.43% of the portfolio, ranked #38.

Concurrent Investment Advisors first reported a position in BRK.B in Q4 2023 and has held it in 11 quarters since. 2,458 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Concurrent Investment Advisors held 101,823 shares of Berkshire Hathaway Class B worth $51M as of Q2 2026.
  • Concurrent Investment Advisors bought 15,892 Berkshire Hathaway Class B shares in Q2 2026, an estimated $7.64M.
  • Berkshire Hathaway Class B made up 0.43% of Concurrent Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Concurrent Investment Advisors first reported a position in Berkshire Hathaway Class B in Q4 2023 and has held it in 11 quarters since.
  • 2,458 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.