BURKE & HERBERT BANK & TRUST CO BRK/B BERKSHIRE HATHAWAY INC DE CL B NEW

Ownership history in BURKE & HERBERT BANK & TRUST CO  ·  57 quarters on record

AI Ownership Summary

BURKE & HERBERT BANK & TRUST CO reported BERKSHIRE HATHAWAY INC DE CL B NEW (BRK/B) in 57 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.9% in 2024 Q1. The latest visible filing shows BRK/B at 0.64% 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 BURKE & HERBERT BANK & TRUST CO's position in BERKSHIRE HATHAWAY INC DE CL B NEW, 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 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 BURKE & HERBERT BANK & TRUST CO held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,869 -8 -0.2% 0.64% $2.3M 2026-05-08 $469.32
2025 Q4 REDUCED 4,877 -922 -15.9% 0.68% $2.5M 2026-02-12 $500.01
2025 Q3 UNCHANGED 5,799 0% 0.63% $2.9M 2025-11-07 $499.06
2025 Q2 REDUCED 5,799 -30 -0.5% 0.63% $2.8M 2025-07-31 $471.88
2025 Q1 REDUCED 5,829 -50 -0.9% 0.74% $3.1M 2025-04-29 $534.57
2024 Q4 REDUCED 5,879 -12 -0.2% 0.63% $2.7M 2025-01-31 $468.67
2024 Q3 UNCHANGED 5,891 0% 0.63% $2.7M 2024-10-23 $460.61
2024 Q2 ADDED 5,891 +3,038 +106.5% 0.58% $2.4M 2024-07-16 $438.90
2024 Q1 REDUCED 2,853 -138 -4.6% 0.90% $1.2M 2024-04-15 $400.26
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURKE & HERBERT BANK & TRUST CO 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 BURKE & HERBERT BANK & TRUST CO reported owning BRK/B?

BURKE & HERBERT BANK & TRUST CO reported BRK/B across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BRK/B position in BURKE & HERBERT BANK & TRUST CO's portfolio?

The largest reported portfolio weight for BRK/B was 0.90% in 2024 Q1.

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

The most recent filing on this page is 2026 Q1, when BURKE & HERBERT BANK & TRUST CO reported 4,869 shares, equal to 0.64% of portfolio, with an estimated market value of $2.3M.

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

The chart compares BURKE & HERBERT BANK & TRUST CO'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 BURKE & HERBERT BANK & TRUST CO time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BURKE & HERBERT BANK & TRUST CO correctly timed 17 out of 38 reported position changes (45%). The annualised alpha on BRK/B relative to SPY over the holding period was +35.9%.

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