Number of Shares
47,141.00
Current Holdings Value*
$22.90 Mil
% of Portfolio
2.38%
Total Estimate Gain
$16.52 Mil
% of Total Estimate Gain
137.59%

BEACON FINANCIAL GROUP's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, BEACON FINANCIAL GROUP held 47,141.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $22.90 Mil. This investment constitutes 2.38% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 10 purchases of BRK.B, at an average price of $168.17, for a total of 71,398.00 shares. In addition, there have been 25 sales at an average price of $255.29 for 24,257.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, BEACON FINANCIAL GROUP's estimated gain on his BRK.B holdings is $16.52 Mil, reflecting a 137.59% gain to date.

BEACON FINANCIAL GROUP BRK.B ($473.80) Holding Chart

BEACON FINANCIAL GROUP BRK.B ($473.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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