BURNS J W & CO INC/NY BRK/B BERKSHIRE HATHAWAY CLASS B COM

Ownership history in BURNS J W & CO INC/NY  ·  92 quarters on record

AI Ownership Summary

BURNS J W & CO INC/NY reported BERKSHIRE HATHAWAY CLASS B COM (BRK/B) in 92 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.91% in 2025 Q1. The latest visible filing shows BRK/B at 2.29% 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 BURNS J W & CO INC/NY's position in BERKSHIRE HATHAWAY CLASS B 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 2.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% 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 BURNS J W & CO INC/NY 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 41,715 -262 -0.6% 2.29% $20.0M 2026-04-17 $474.58
2025 Q4 ADDED 41,977 +31 +0.1% 2.34% $21.1M 2026-01-12 $498.67
2025 Q3 REDUCED 41,946 -18 -0.0% 2.39% $21.1M 2025-10-20 $494.08
2025 Q2 REDUCED 41,964 -152 -0.4% 2.47% $20.4M 2025-07-10 $478.27
2025 Q1 REDUCED 42,116 -67 -0.2% 2.91% $22.4M 2025-04-08 $492.64
2024 Q4 REDUCED 42,183 -206 -0.5% 2.44% $19.1M 2025-01-13 $443.91
2024 Q3 REDUCED 42,389 -476 -1.1% 2.54% $19.5M 2024-10-04 $461.97
2024 Q2 ADDED 42,865 +230 +0.5% 2.35% $17.4M 2024-07-23 $434.01
2024 Q1 REDUCED 42,635 -824 -1.9% 2.50% $17.9M 2024-04-17 $397.74
2023 Q4 REDUCED 43,459 -107 -0.2% 2.29% $15.5M 2024-01-18 $362.38
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURNS J W & CO INC/NY 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 BURNS J W & CO INC/NY reported owning BRK/B?

BURNS J W & CO INC/NY reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in BURNS J W & CO INC/NY's portfolio?

The largest reported portfolio weight for BRK/B was 2.91% 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 BURNS J W & CO INC/NY reported 41,715 shares, equal to 2.29% of portfolio, with an estimated market value of $20.0M.

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

The chart compares BURNS J W & CO INC/NY'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 BURNS J W & CO INC/NY time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, BURNS J W & CO INC/NY correctly timed 42 out of 91 reported position changes (46%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.4%.

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