Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,596,759
-$226,931 QoQ
Shares Held
21,177
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#1,295
of 4,950 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $10,983,931 across 2 Insurance - Diversified names. BRK-B ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
21,177 | $10,596,759 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
3,989 | $387,172 |
All Filings in BRK-B
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,596,759 | 21,177 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,823,690 | 22,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,737,882 | 23,352 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,974,764 | 23,819 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,887,277 | 24,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,736,118 | 23,914 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,711,006 | 23,630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,170,970 | 24,271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,940,971 | 24,437 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,339,745 | 24,588 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,904,373 | 24,966 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,617,730 | 24,601 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,314,262 | 24,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,033,780 | 22,780 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,849,421 | 15,699 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,066,180 | 15,228 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,161,370 | 15,242 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,649,942 | 13,176 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,004,208 | 13,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,560,775 | 13,046 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,423,140 | 12,317 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,170,893 | 12,412 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,917,156 | 12,581 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||