Position in BRK-B
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$726,065
+$41,289 QoQ
Shares Held
1,451
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,792
of 4,950 holders
Holding Since
Dec 2024
7 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, 2026Rialto Wealth Management, LLC holds $816,768 across 4 Insurance - Diversified names. BRK-B ranks #1 (88.9% of the industry book) .
All Filings in BRK-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,065 | 1,451 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $684,776 | 1,429 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $466,961 | 929 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $465,034 | 925 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $620,328 | 1,277 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $677,441 | 1,272 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $548,015 | 1,209 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||