Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,150,531
-$2,857,714 QoQ
Shares Held
78,306
-12.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#517
of 4,950 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $54,395,958 across 2 Insurance - Diversified names. BRK-B ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
78,306 | $54,150,531 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,852 | $245,427 |
All Filings in BRK-B
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42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $14,977,000 | 20 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $39,173,531 | 78,286 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BRK-A | $14,362,800 | 20 | Shares | Sole | 2026-05-19 | |
| 2026-03-31 | $42,645,445 | 88,993 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $45,466,703 | 90,454 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $45,431,608 | 90,368 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $45,208,670 | 93,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $49,635,390 | 93,198 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 BRK-A | $12,256,560 | 18 | Shares | Sole | 2025-02-18 | |
| 2024-12-31 | $41,767,032 | 92,144 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 BRK-A | $12,441,240 | 18 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $44,625,889 | 96,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,104,142 | 93,668 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $41,036,023 | 97,584 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 BRK-A | $10,852,500 | 20 | Shares | Sole | 2024-01-31 | |
| 2023-12-31 | $34,666,282 | 97,197 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 BRK-A | $10,629,540 | 20 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $34,122,372 | 97,409 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BRK-A | $10,356,200 | 20 | Shares | Sole | 2023-08-30 | |
| 2023-06-30 | $31,909,075 | 93,575 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 BRK-A | $9,312,000 | 20 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $18,074,469 | 58,537 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 BRK-A | $8,436,798 | 18 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $17,943,383 | 58,088 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 BRK-A | $7,722,930 | 19 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $24,847,279 | 93,054 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 BRK-A | $7,770,050 | 19 | Shares | Sole | 2022-07-18 | |
| 2022-06-30 | $27,050,821 | 99,080 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 BRK-A | $10,049,499 | 19 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $32,336,084 | 91,627 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 BRK-A | $9,013,240 | 20 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $11,623,625 | 38,875 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $9,950,369 | 35,803 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $9,013,748 | 35,283 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,818,479 | 38,032 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,112,375 | 38,097 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,592,552 | 36,931 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $12,675,421 | 69,329 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||