DAVIS R M INC BRK/B — BERKSHIRE HATHAWAY INC CL B COM

Ownership history in DAVIS R M INC  ·  96 quarters on record

AI Ownership Summary

DAVIS R M INC reported BERKSHIRE HATHAWAY INC CL B COM (BRK/B) in 96 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.7% in 2025 Q1. The latest visible filing shows BRK/B at 2.19% 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 DAVIS R M INC's position in BERKSHIRE HATHAWAY INC CL 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 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% 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.

BRK/B stock page DAVIS R M INC fund profile DAVIS R M INC full holdings
How DAVIS R M 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 — — — 257,674 -53 -0.0% 2.19% $123.5M 2026-05-13 $469.32
2025 Q4 REDUCED — — — 257,727 -1,596 -0.6% 2.23% $129.5M 2026-02-12 $500.01
2025 Q3 ADDED — — — 259,323 +3,022 +1.2% 2.28% $130.4M 2025-11-12 $502.40
2025 Q2 ADDED — — — 256,301 +2,765 +1.1% 2.31% $124.5M 2025-08-07 $461.47
2025 Q1 REDUCED — — — 253,536 -572 -0.2% 2.70% $135.0M 2025-05-08 $513.25
2024 Q4 REDUCED — — — 254,108 -1,069 -0.4% 2.25% $115.2M 2025-02-07 $472.74
2024 Q3 REDUCED — — — 255,177 -502 -0.2% 2.27% $117.4M 2024-11-13 $468.10
2024 Q2 REDUCED — — — 255,679 -650 -0.3% 2.11% $104.0M 2024-08-09 $431.67
2024 Q1 REDUCED — — — 256,329 -568 -0.2% 2.26% $107.8M 2024-05-10 $412.05
2023 Q4 REDUCED — — — 256,897 -7,808 -2.9% 2.11% $91.6M 2024-02-09 $398.36
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About DAVIS R M 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 DAVIS R M INC reported owning BRK/B?

DAVIS R M INC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in DAVIS R M INC's portfolio?

The largest reported portfolio weight for BRK/B was 2.70% 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 DAVIS R M INC reported 257,674 shares, equal to 2.19% of portfolio, with an estimated market value of $123.5M.

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

The chart compares DAVIS R M 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 DAVIS R M INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, DAVIS R M INC correctly timed 37 out of 86 reported position changes (43%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.9%.

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