Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 48,031
Value: $24.0M
% of portfolio: 2.2%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,031	$24.0M	2.2%	+38+0.1%	Added	Holders
Q1 2026	47,993	$23.0M	2.3%	+752+1.6%	Added	Holders
Q4 2025	47,241	$23.7M	2.4%	+420+0.9%	Added	Holders
Q3 2025	46,821	$23.5M	2.3%	−320−0.7%	Reduced	Holders
Q2 2025	47,141	$22.9M	2.4%	−288−0.6%	Reduced	Holders
Q1 2025	47,429	$25.3M	2.8%	−30.0%	Reduced	Holders
Q4 2024	47,432	$21.5M	2.3%	−637−1.3%	Reduced	Holders
Q3 2024	48,069	$22.1M	2.4%	−796−1.6%	Reduced	Holders
Q2 2024	48,865	$19.9M	2.3%	−270−0.5%	Reduced	Holders
Q1 2024	49,135	$20.7M	2.4%	−652−1.3%	Reduced	Holders
Q4 2023	49,787	$17.8M	2.2%	+6,132+14.0%	Added	Holders
Q3 2023	43,655	$15.7M	2.2%	−1,349−3.0%	Reduced	Holders
Q2 2023	45,004	$15.2M	2.1%	−584−1.3%	Reduced	Holders
Q1 2023	45,588	$14.3M	2.0%	−1,695−3.6%	Reduced	Holders
Q4 2022	47,283	$14.7M	2.0%	+574+1.2%	Added	Holders
Q3 2022	46,709	$12.6M	2.0%	−1,050−2.2%	Reduced	Holders
Q2 2022	47,759	$13.2M	2.0%	−703−1.5%	Reduced	Holders
Q1 2022	48,462	$17.3M	2.3%	−100.0%	Reduced	Holders
Q4 2021	48,472	$14.6M	1.9%	−429−0.9%	Reduced	Holders
Q3 2021	48,901	$13.6M	1.9%	−1,256−2.5%	Reduced	Holders
Q2 2021	50,157	$13.9M	2.0%	−1,247−2.4%	Reduced	Holders
Q1 2021	51,404	$12.1M	1.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.