AGF Investments LLC BRK/B β€” Berkshire Hathaway Inc.

Ownership history in AGF Investments LLC  Β·  15 quarters on record

AI Ownership Summary

AGF Investments LLC reported Berkshire Hathaway Inc. (BRK/B) in 15 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGF Investments LLC's position in Berkshire Hathaway Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
15 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AGF Investments LLC held BRK/B β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About AGF Investments LLC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGF Investments LLC reported owning BRK/B?

AGF Investments LLC reported BRK/B across 0 quarterly 13F filings.

What was the largest reported BRK/B position in AGF Investments LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BRK/B in AGF Investments LLC.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2022 Q2, when AGF Investments LLC reported 3,724 shares, equal to 0.10% of portfolio, with an estimated market value of $1.0M.

What does the chart on this BRK/B ownership page compare?

The chart compares AGF Investments LLC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AGF Investments LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, AGF Investments LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.1%.

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