McMill Wealth Management BRK/A — BERKSHIRE HATHAWAY INC-DEL CL A

Ownership history in McMill Wealth Management  ·  6 quarters on record

AI Ownership Summary

McMill Wealth Management reported BERKSHIRE HATHAWAY INC-DEL CL A (BRK/A) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows BRK/A at 0.57% 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.

What this BRK/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McMill Wealth Management's position in BERKSHIRE HATHAWAY INC-DEL CL A, 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/A was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% 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 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/A stock page McMill Wealth Management fund profile McMill Wealth Management full holdings
How McMill Wealth Management held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3 — 0% 0.57% $2.2M 2026-05-13 $704760.00
2025 Q4 UNCHANGED — — — 3 — 0% 0.64% $2.3M 2026-02-23 $740200.00
2025 Q3 UNCHANGED — — — 3 — 0% 0.64% $2.3M 2025-11-07 $748320.00
2025 Q2 UNCHANGED — — — 3 — 0% 0.72% $2.2M 2025-08-04 $692600.00
2025 Q1 UNCHANGED — — — 3 — 0% 0.86% $2.4M 2025-05-09 $770999.00
2024 Q4 INITIATED — — — 3 — — 0.83% $2.0M 2025-02-18 $725000.00

🏢 Other funds also holding BRK/A

As of 2026 Q1 — sorted by position size

NORTHWESTERN UNIVERSITY 3Y 7Y 92.11% Mirae Asset Global Investments Co., Ltd. 3Y 7Y 88.4% Graham Holdings Co Master Retirement Trust 3Y 84.28% University of Maryland Foundation, Inc. 3Y 56.32% Hikari Tsushin, Inc. 3Y 7Y 55.8% Rede Wealth, LLC 3Y 53.73% Hikari Power Ltd 3Y 7Y 47.49% Baldwin Investment Management, LLC 3Y 7Y 46.58% Canton Hathaway, LLC 3Y 7Y 42.02% Punch Card Management L.P. 3Y 7Y 38.47%

FAQ About McMill Wealth Management and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has McMill Wealth Management reported owning BRK/A?

McMill Wealth Management reported BRK/A across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BRK/A position in McMill Wealth Management's portfolio?

The largest reported portfolio weight for BRK/A was 0.86% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when McMill Wealth Management reported 3 shares, equal to 0.57% of portfolio, with an estimated market value of $2.2M.

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

The chart compares McMill Wealth Management's quarterly BRK/A 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.

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