Position in BRK-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,208,559
+$1,102,295 QoQ
Shares Held
10,409
+21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,831
of 4,950 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $5,754,024 across 3 Insurance - Diversified names. BRK-B ranks #1 (90.5% of the industry book) .
All Filings in BRK-B
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,208,559 | 10,409 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,106,264 | 8,569 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,076,994 | 8,111 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,332,160 | 6,628 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,939,679 | 3,993 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $759,459 | 1,426 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $435,148 | 960 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $231,469 | 569 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||