Position in BRK-B
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$372,290
+$75,186 QoQ
Shares Held
744
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#4,372
of 4,950 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $469,502 across 8 Insurance - Diversified names. BRK-B ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
744 | $372,290 | |
| 2 | AIG |
American International Group, Inc.
|
620 | $46,208 | |
| 3 | AEG |
Aegon Ltd.
|
2,756 | $23,260 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
130 | $12,617 | |
| 5 | SLF |
Sun Life Financial Inc
|
137 | $10,743 | |
| 6 | HIG |
Hartford Insurance Group, Inc.
|
24 | $3,180 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
46 | $1,120 | |
| 8 | XZO |
Exzeo Group, Inc.
|
5 | $84 |
All Filings in BRK-B
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,290 | 744 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $297,104 | 620 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $242,277 | 482 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $241,817 | 481 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $183,135 | 377 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $181,609 | 341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $113,320 | 250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $107,700 | 234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,055 | 214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,991 | 214 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,101 | 233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $85,473 | 244 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,955 | 255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $94,483 | 306 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,680 | 245 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||