Kesler, Norman & Wride, LLC BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in Kesler, Norman & Wride, LLC  ·  11 quarters on record

AI Ownership Summary

Kesler, Norman & Wride, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.81% in 2025 Q1. The latest visible filing shows BRK/B at 0.63% 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 Kesler, Norman & Wride, LLC's position in BERKSHIRE HATHAWAY INC DEL, 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 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% 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 Q1 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 Kesler, Norman & Wride, LLC 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 Q2 ADDED 7,955 +76 +1.0% 0.63% $4.0M 2026-07-23 $469.32
2026 Q1 REDUCED 7,879 -46 -0.6% 0.65% $3.8M 2026-05-06 $469.32
2025 Q4 ADDED 7,925 +1,409 +21.6% 0.68% $4.0M 2026-02-10 $500.30
2025 Q3 REDUCED 6,516 -1,541 -19.1% 0.58% $3.0M 2025-10-24 $492.10
2025 Q2 ADDED 8,057 +18 +0.2% 0.69% $3.9M 2025-08-05 $464.19
2025 Q1 ADDED 8,039 +1,523 +23.4% 0.81% $4.3M 2025-05-01 $530.23
2024 Q4 ADDED 6,516 +1,148 +21.4% 0.64% $3.0M 2025-02-12 $471.73
2024 Q3 REDUCED 5,368 -1,569 -22.6% 0.48% $2.5M 2024-10-08 $453.80
2024 Q2 ADDED 6,937 +1,487 +27.3% 0.60% $2.8M 2024-07-24 $432.80
2024 Q1 ADDED 5,450 +4,183 +330.1% 0.49% $2.3M 2024-04-19 $405.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kesler, Norman & Wride, LLC 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 Kesler, Norman & Wride, LLC reported owning BRK/B?

Kesler, Norman & Wride, LLC reported BRK/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/B position in Kesler, Norman & Wride, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.81% 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 Kesler, Norman & Wride, LLC reported 7,955 shares, equal to 0.63% of portfolio, with an estimated market value of $4.0M.

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

The chart compares Kesler, Norman & Wride, LLC'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 Kesler, Norman & Wride, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Kesler, Norman & Wride, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was -8.5%.

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