M.E. ALLISON & CO., INC. BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in M.E. ALLISON & CO., INC.  ·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q3. The latest visible filing shows BRK/B at 0.61% 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/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'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 Q1

BRK/B was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q3

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.

How M.E. ALLISON & CO., INC. held BRK/B — 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 ADDED 1,907 +24 +1.3% 0.61% $914K 2026-04-08 $479.75
2025 Q4 UNCHANGED 1,883 0% 0.64% $946K 2026-01-12 $498.67
2025 Q3 ADDED 1,883 +1,005 +114.5% 0.66% $947K 2025-10-08 $499.84
2025 Q2 UNCHANGED 878 0% 0.34% $427K 2025-07-25 $484.07
2025 Q1 ADDED 878 +10 +1.2% 0.46% $468K 2025-04-17 $518.21
2024 Q4 INITIATED 868 0.43% $393K 2025-01-16 $462.81

FAQ About M.E. ALLISON & CO., 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 M.E. ALLISON & CO., INC. reported owning BRK/B?

M.E. ALLISON & CO., INC. reported BRK/B across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BRK/B position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.66% in 2025 Q3.

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

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 1,907 shares, equal to 0.61% of portfolio, with an estimated market value of $914K.

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

The chart compares M.E. ALLISON & CO., 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 M.E. ALLISON & CO., INC. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, M.E. ALLISON & CO., INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BRK/B relative to SPY over the holding period was -8.7%.

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