Modern Wealth Management, LLC
Position in BRK-B — Berkshire Hathaway Inc
CIK 2001900
KANSAS CITY, MO
Position in BRK-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,038,876
+$7,062,577 QoQ
Shares Held
107,517
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#481
of 4,950 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $61,690,041 across 5 Insurance - Diversified names. BRK-B ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
107,517 | $59,038,876 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
7,991 | $1,058,966 | |
| 3 | AIG |
American International Group, Inc.
|
11,343 | $845,392 | |
| 4 | SLF |
Sun Life Financial Inc
|
5,169 | $405,352 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
3,518 | $341,455 |
All Filings in BRK-B
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $5,241,950 | 7 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $53,796,926 | 107,510 | Shares | Other | 2026-08-14 | |
| 2026-03-31 BRK-A | $4,308,840 | 6 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $47,667,459 | 99,473 | Shares | Other | 2026-05-14 | |
| 2025-12-31 BRK-A | $4,528,800 | 6 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $46,987,719 | 93,480 | Shares | Other | 2026-02-17 | |
| 2025-09-30 BRK-A | $4,525,200 | 6 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $45,124,431 | 89,757 | Shares | Other | 2025-11-12 | |
| 2025-06-30 BRK-A | $36,424,538 | 65,987 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 BRK-A | $1,596,884 | 2 | Shares | Sole | 2025-06-02 | |
| 2025-03-31 | $22,881,766 | 42,964 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $19,764,365 | 43,603 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $17,980,515 | 39,066 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $3,400,439 | 8,359 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $3,352,383 | 7,972 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,990,875 | 5,582 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||