Position in BRK-B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,936,288
+$19,878 QoQ
Shares Held
5,868
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,352
of 4,965 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TRB Wealth Management, LLC holds $3,144,578 across 2 Insurance - Diversified names. BRK-B ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
5,868 | $2,936,288 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,146 | $208,290 |
All Filings in BRK-B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,288 | 5,868 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,916,410 | 6,086 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||