James Hambro & Partners LLP BRK/B — Berkshire Hathaway Inc US$0.0033

Ownership history in James Hambro & Partners LLP  ·  32 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported Berkshire Hathaway Inc US$0.0033 (BRK/B) in 32 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows BRK/B at 0.05% 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 James Hambro & Partners LLP's position in Berkshire Hathaway Inc US$0.0033, 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 Q3

BRK/B was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

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 Q3

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 James Hambro & Partners LLP fund profile James Hambro & Partners LLP full holdings
How James Hambro & Partners LLP 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 Q3 REDUCED — — — 2,944 -60 -2.0% 0.05% $1.5M 2026-10-19 $469.32
2026 Q2 ADDED — — — 3,004 +1,155 +62.5% 0.05% $1.5M 2026-07-23 $469.32
2026 Q1 ADDED — — — 1,849 +454 +32.5% 0.03% $886K 2026-04-22 $465.40
2025 Q4 REDUCED — — — 1,395 -164 -10.5% 0.03% $701K 2026-01-15 $492.62
2025 Q3 UNCHANGED — — — 1,559 — 0% 0.03% $784K 2025-10-15 $496.39
2025 Q2 REDUCED — — — 1,559 -80 -4.9% 0.03% $756K 2025-07-17 $473.40
2025 Q1 REDUCED — — — 1,639 -5,179 -76.0% 0.04% $874K 2025-04-17 $518.21
2024 Q4 ADDED — — — 6,818 +334 +5.2% 0.12% $3.1M 2025-01-22 $460.51
2024 Q3 REDUCED — — — 6,484 -598 -8.4% 0.12% $3.0M 2024-10-21 $464.16
2024 Q2 ADDED — — — 7,082 +71 +1.0% 0.13% $2.9M 2024-07-16 $438.90
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q3 — sorted by position size

TETRAD CORP 92.27% Ardent Capital Management, Inc. 3Y 32.66% Intelligent Financial Strategies 3Y 28.32% Citadel Investment Advisory, Inc. 3Y 23.81% SHAYNE & JACOBS, LLC 3Y 7Y 23.71% Ervin Investment Management, LLC 3Y 21.0% RMR Capital Management, LLC 17.45% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 16.59% Defender Capital, LLC. 3Y 7Y 15.65% Hingham Institution for Savings 15.4%

FAQ About James Hambro & Partners LLP 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 James Hambro & Partners LLP reported owning BRK/B?

James Hambro & Partners LLP reported BRK/B across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRK/B position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for BRK/B was 0.13% in 2024 Q2.

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

The most recent filing on this page is 2026 Q3, when James Hambro & Partners LLP reported 2,944 shares, equal to 0.05% of portfolio, with an estimated market value of $1.5M.

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

The chart compares James Hambro & Partners LLP'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 James Hambro & Partners LLP time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, James Hambro & Partners LLP correctly timed 15 out of 29 reported position changes (52%). The annualised alpha on BRK/B relative to SPY over the holding period was +23.5%.

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