Borer Denton & Associates, Inc. BRK/B BERKSHIRE HATHAWAY INC

Ownership history in Borer Denton & Associates, Inc.  ·  11 quarters on record

AI Ownership Summary

Borer Denton & Associates, Inc. reported BERKSHIRE HATHAWAY INC (BRK/B) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.75% in 2025 Q1. The latest visible filing shows BRK/B at 7.86% 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 Borer Denton & Associates, Inc.'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 7.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.75% 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 Borer Denton & Associates, Inc. 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 45,975 -311 -0.7% 7.86% $22.0M 2026-05-12 $469.32
2025 Q4 REDUCED 46,286 -411 -0.9% 7.84% $23.3M 2026-02-13 $497.55
2025 Q3 ADDED 46,697 +350 +0.8% 7.75% $23.5M 2025-10-16 $488.81
2025 Q2 REDUCED 46,347 -126 -0.3% 7.81% $22.5M 2025-08-14 $479.22
2025 Q1 REDUCED 46,473 -1,515 -3.2% 8.75% $24.8M 2025-05-15 $507.33
2024 Q4 ADDED 47,988 +780 +1.7% 7.57% $21.8M 2025-02-12 $471.73
2024 Q3 REDUCED 47,208 -60 -0.1% 7.41% $21.7M 2024-11-12 $466.29
2024 Q2 ADDED 47,268 +15 +0.0% 6.98% $19.2M 2024-08-13 $432.41
2024 Q1 ADDED 47,253 +411 +0.9% 7.03% $19.9M 2024-04-25 $404.91
2023 Q4 ADDED 46,842 +1,722 +3.8% 6.40% $16.7M 2024-02-14 $398.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Borer Denton & Associates, Inc. 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 Borer Denton & Associates, Inc. reported owning BRK/B?

Borer Denton & Associates, Inc. reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Borer Denton & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 8.75% 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 Borer Denton & Associates, Inc. reported 45,975 shares, equal to 7.86% of portfolio, with an estimated market value of $22.0M.

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

The chart compares Borer Denton & Associates, Inc.'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 Borer Denton & Associates, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Borer Denton & Associates, Inc. correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on BRK/B relative to SPY over the holding period was +112.0%.

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