Silvercrest Asset Management Group 13F: Cuts BRKB Stake by $734K
Silvercrest Asset Management Group trimmed its holdings in BRKB by 1.08% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Silvercrest Asset Management Group sold 1,504 shares from its stake in BRKB ($BRKB), a 1.08% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 138,116 shares worth $67.42 million at the end of the quarter.
Since the filing, $BRKB is up 0.8% after 1 week, up 2.7% after 1 month and up 10.2% to date (from the $482.70 close on May 15, 2026).
Find the original: Silvercrest Asset Management Group 13F filings on SEC EDGAR
BRKB
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Key Points
- Silvercrest Asset Management Group cut its BRKB holdings by 1.08%, selling 1,504 shares to leave its ending stake at 138,116 shares.
- The remaining position in BRKB was valued at approximately $67.42 million based on the latest regulatory filings with the SEC.
- The adjustment to BRKB sits alongside several other recent portfolio moves by Silvercrest, including stake changes in Honeywell, Dell Technologies, and ICU Medical.
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Silvercrest Trims Stake in BRKB
Silvercrest Asset Management Group trimmed its investment in BRKB during the period, cutting its holdings by 1.08%. The adjustment involved selling 1,504 shares, leaving the firm with a total of 138,116 shares. Regulatory paperwork filed with the Securities and Exchange Commission puts the total value of the remaining stake at approximately $67.42 million.
BRKB Stock Context and Market Price
The shares trade at a spot price of $488.13 as the firm manages its broader portfolio. This minor reduction by Silvercrest comes as part of routine quarterly rebalancing rather than a wholesale exit. Institutional investors frequently adjust share counts around shifting market valuations and sector allocations.
Recent Portfolio Moves at Silvercrest
The adjustment to BRKB follows a busy stretch of portfolio adjustments for Silvercrest Asset Management Group. The firm recently cut its holdings in ICU Medical by 14.9% to 323,676 shares worth $47.88 million. At the same time, the asset manager boosted its stake in Dell Technologies by 3.09% by adding 3,505 shares. Other recent activity includes a significant increase in Honeywell shares alongside smaller reductions in Knife River Corporation and JBT Marel Corporation.
Understanding the Company Behind BRKB
BRKB operates as a major holding company guiding a diverse array of underlying businesses across insurance, freight rail, energy utilities, and manufacturing. Institutional portfolio managers often use large stakes in stable multi-industry operators to anchor their equity strategies against broader market swings. While Silvercrest trimmed its position slightly, the remaining holding stays substantial.
What to Watch Next for the Fund
Because Form 13F filings look backward at portfolio holdings from the end of a completed reporting period, they provide a historical snapshot rather than a real-time view of current trading. Observers will need to look to subsequent quarterly filings to see whether Silvercrest continues to pare back its BRKB exposure or stabilizes the position at this level.
Related Filing Alerts
Source: Silvercrest Asset Management Group's 13F filing on $BRKB (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Silvercrest Asset Management Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts