Triad Investment Management

Position in BRK-B — Berkshire Hathaway Inc

CIK 1615717 NEWPORT BEACH, CA

Position in BRK-B

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,168,469

+$1,311,090 QoQ

Shares Held

6,332

+63.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.21%

of 13F equity value

Holder Rank

#2,287

of 4,965 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Triad Investment Management holds $5,198,478 across 2 Insurance - Diversified names. BRK-B ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	6,332	$3,168,469
2	ACGL	Arch Capital Group Ltd.	20,915	$2,030,009

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,168,469	6,332	+63.4%	Shares	Sole	2026-07-21
2026-03-31	$1,857,379	3,876	0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,948,271	3,876	+45.9%	Shares	Sole	2026-01-16
2024-03-31	$1,116,901	2,656	-6.0%	Shares	Sole	2024-04-12
2023-12-31	$1,008,277	2,827	+5.8%	Shares	Sole	2024-01-10
2023-09-30	$936,351	2,673	0.0%	Shares	Sole	2023-10-13
2023-06-30	$911,493	2,673	0.0%	Shares	Sole	2023-07-11
2023-03-31	$825,342	2,673	+2.6%	Shares	Sole	2023-07-11
2022-12-31	$804,684	2,605	0.0%	Shares	Sole	2023-01-27
2022-09-30	$695,587	2,605	0.0%	Shares	Sole	2022-10-18
2022-06-30	$711,217	2,605	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$904,508	2,563	+8.8%	Shares	Sole	2022-04-27
2021-12-31	$704,145	2,355	+80.0%	Shares	Sole	2022-04-27
2020-12-31	$303,285	1,308	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.