Indiana Trust & Investment Management Co BRK/B — Berkshire Hathaway Inc Cl B Equity

Ownership history in Indiana Trust & Investment Management Co  ·  73 quarters on record

AI Ownership Summary

Indiana Trust & Investment Management Co reported Berkshire Hathaway Inc Cl B Equity (BRK/B) in 73 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q1. The latest visible filing shows BRK/B at 0.42% 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 Indiana Trust & Investment Management Co's position in Berkshire Hathaway Inc Cl B Equity, 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 Q2

BRK/B was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% 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
2024 Q2 to 2026 Q2

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 Indiana Trust & Investment Management 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 Q2 REDUCED — — — 3,087 -27 -0.9% 0.42% $1.5M 2026-07-22 $469.32
2026 Q1 REDUCED — — — 3,114 -30 -1.0% 0.46% $1.5M 2026-04-28 $469.32
2025 Q4 REDUCED — — — 3,144 -66 -2.1% 0.47% $1.6M 2026-01-21 $483.83
2025 Q3 ADDED — — — 3,210 +20 +0.6% 0.49% $1.6M 2025-10-17 $492.42
2025 Q2 ADDED — — — 3,190 +25 +0.8% 0.51% $1.5M 2025-07-23 $482.63
2025 Q1 ADDED — — — 3,165 +12 +0.4% 0.61% $1.7M 2025-05-21 $507.03
2024 Q4 REDUCED — — — 3,153 -25 -0.8% 0.49% $1.4M 2025-01-29 $469.26
2024 Q3 UNCHANGED — — — 3,178 — 0% 0.50% $1.5M 2024-10-16 $465.69
2024 Q2 ADDED — — — 3,178 +207 +7.0% 0.47% $1.3M 2024-07-10 $413.79
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Indiana Trust & Investment Management 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 Indiana Trust & Investment Management Co reported owning BRK/B?

Indiana Trust & Investment Management Co reported BRK/B across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BRK/B position in Indiana Trust & Investment Management Co's portfolio?

The largest reported portfolio weight for BRK/B was 0.61% in 2025 Q1.

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

The most recent filing on this page is 2026 Q2, when Indiana Trust & Investment Management Co reported 3,087 shares, equal to 0.42% of portfolio, with an estimated market value of $1.5M.

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

The chart compares Indiana Trust & Investment Management 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 Indiana Trust & Investment Management Co time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Indiana Trust & Investment Management Co correctly timed 22 out of 59 reported position changes (37%). The annualised alpha on BRK/B relative to SPY over the holding period was +9.7%.

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