Boit C F David BRK/B BERKSHIRE HATHAWAY INC)

Ownership history in Boit C F David  ·  19 quarters on record

AI Ownership Summary

Boit C F David reported BERKSHIRE HATHAWAY INC) (BRK/B) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.45% in 2025 Q1. The latest visible filing shows BRK/B at 6.73% 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 Boit C F David'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
2026 Q1

BRK/B was reported at 6.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.45% 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 Boit C F David 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 UNCHANGED 31,628 0% 6.73% $15.2M 2026-04-09 $485.20
2025 Q4 UNCHANGED 31,628 0% 6.82% $15.8M 2026-01-15 $492.62
2025 Q3 UNCHANGED 31,628 0% 7.19% $15.9M 2025-10-28 $481.44
2025 Q2 UNCHANGED 31,628 0% 7.39% $15.4M 2025-07-30 $476.00
2025 Q1 UNCHANGED 31,628 0% 8.45% $16.8M 2025-04-08 $492.64
2024 Q4 REDUCED 31,628 -100 -0.3% 5.83% $14.3M 2025-01-24 $463.19
2024 Q3 REDUCED 31,728 -1,000 -3.1% 7.18% $14.5M 2024-10-07 $453.50
2024 Q2 UNCHANGED 32,728 0% 6.72% $12.9M 2024-07-10 $413.79
2024 Q1 REDUCED 32,728 -500 -1.5% 7.13% $13.0M 2024-05-02 $400.60
2023 Q4 ADDED 33,228 +1,700 +5.4% 6.88% $12.2M 2024-01-24 $376.59
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David 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 Boit C F David reported owning BRK/B?

Boit C F David reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Boit C F David's portfolio?

The largest reported portfolio weight for BRK/B was 8.45% 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 Boit C F David reported 31,628 shares, equal to 6.73% of portfolio, with an estimated market value of $15.2M.

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

The chart compares Boit C F David'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 Boit C F David time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Boit C F David correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.8%.

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