BLB&B Advisors, LLC BRK/B BERKSHIRE HATHAWAY INC COM

Ownership history in BLB&B Advisors, LLC  ·  62 quarters on record

AI Ownership Summary

BLB&B Advisors, LLC reported BERKSHIRE HATHAWAY INC COM (BRK/B) in 62 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.49% in 2025 Q1. The latest visible filing shows BRK/B at 1.12% of the fund.

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 BLB&B Advisors, LLC's position in BERKSHIRE HATHAWAY INC COM, 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
2026 Q1

BRK/B was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 BLB&B Advisors, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 56,798 -2,582 -4.3% 1.12% $27.2M 2026-04-28 $469.32
2025 Q4 REDUCED 59,380 -924 -1.5% 1.25% $29.8M 2026-01-26 $483.47
2025 Q3 ADDED 60,304 +4,365 +7.8% 1.31% $30.3M 2025-10-31 $477.54
2025 Q2 ADDED 55,939 +1,069 +1.9% 1.27% $27.2M 2025-08-04 $459.11
2025 Q1 ADDED 54,870 +3,841 +7.5% 1.49% $29.2M 2025-04-28 $530.94
2024 Q4 ADDED 51,029 +3,467 +7.3% 1.18% $23.1M 2025-01-28 $469.97
2024 Q3 ADDED 47,562 +6,194 +15.0% 1.12% $21.9M 2024-10-22 $461.45
2024 Q2 ADDED 41,368 +22,340 +117.4% 0.92% $16.8M 2024-07-26 $437.66
2024 Q1 ADDED 19,028 +857 +4.7% 0.45% $8.0M 2024-04-26 $402.10
2023 Q4 REDUCED 18,171 -159 -0.9% 0.41% $6.5M 2024-01-19 $366.99
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BLB&B Advisors, 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 BLB&B Advisors, LLC reported owning BRK/B?

BLB&B Advisors, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BLB&B Advisors, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.49% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when BLB&B Advisors, LLC reported 56,798 shares, equal to 1.12% of portfolio, with an estimated market value of $27.2M.

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

The chart compares BLB&B Advisors, 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 BLB&B Advisors, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BLB&B Advisors, LLC correctly timed 29 out of 52 reported position changes (56%). The annualised alpha on BRK/B relative to SPY over the holding period was +2.3%.

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