Position in BRK-B
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,974,597
-$295,554 QoQ
Shares Held
7,943
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#2,088
of 4,950 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Triumph Capital Management holds $4,716,392 across 6 Insurance - Diversified names. BRK-B ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
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|
7,943 | $3,974,597 | |
| 2 | AIG |
American International Group, Inc.
|
7,643 | $569,632 | |
| 3 | SLF |
Sun Life Financial Inc
|
1,073 | $84,144 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
511 | $67,717 | |
| 5 | AEG |
Aegon Ltd.
|
1,750 | $14,770 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
57 | $5,532 |
All Filings in BRK-B
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,974,597 | 7,943 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,270,151 | 8,911 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,453,479 | 8,860 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,850,988 | 7,660 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $3,294,977 | 6,783 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $3,113,462 | 5,846 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,898,272 | 6,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,925,872 | 6,357 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,404,188 | 5,910 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $2,577,367 | 6,129 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,331,129 | 6,536 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,512,701 | 7,173 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,310,275 | 6,775 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,029,236 | 6,572 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,406,948 | 7,792 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,363,127 | 8,850 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,390,836 | 8,757 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $840,278 | 2,381 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $846,469 | 2,831 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $772,693 | 2,831 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $786,791 | 2,831 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||