NEVILLE RODIE & SHAW INC BRK/B — BERKSHIRE HATHAWAY INC CLASS B COM

Ownership history in NEVILLE RODIE & SHAW INC  ·  110 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported BERKSHIRE HATHAWAY INC CLASS B COM (BRK/B) in 110 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.96% in 2025 Q1. The latest visible filing shows BRK/B at 1.23% 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 NEVILLE RODIE & SHAW INC's position in BERKSHIRE HATHAWAY INC CLASS B COM, 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 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% 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.

BRK/B stock page NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW INC 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 REDUCED — — — 38,129 -6,099 -13.8% 1.23% $19K 2026-07-06 $469.32
2026 Q1 REDUCED — — — 44,228 -1,989 -4.3% 1.54% $21K 2026-04-01 $478.50
2025 Q4 REDUCED — — — 46,217 -690 -1.5% 1.64% $23.2M 2026-01-06 $499.05
2025 Q3 REDUCED — — — 46,907 -809 -1.7% 1.70% $23.6M 2025-10-01 $498.20
2025 Q2 ADDED — — — 47,716 +685 +1.5% 1.72% $23.2M 2025-07-02 $480.48
2025 Q1 REDUCED — — — 47,031 -441 -0.9% 1.96% $25.0M 2025-04-01 $532.99
2024 Q4 ADDED — — — 47,472 +34 +0.1% 1.57% $21.5M 2025-01-06 $451.41
2024 Q3 ADDED — — — 47,438 +2,327 +5.2% 1.61% $21.8M 2024-10-01 $457.41
2024 Q2 REDUCED — — — 45,111 -8,913 -16.5% 1.39% $18.4M 2024-07-01 $405.19
2024 Q1 ADDED — — — 54,024 +462 +0.9% 1.73% $22.7M 2024-04-09 $414.69
100 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q2 — sorted by position size

TETRAD CORP 92.03% Pangea Capital Gestao de Recursos Ltda. 81.45% Aquamarine Zurich AG 3Y 33.89% Asset Management Advisors, LLC 3Y 7Y 31.06% SHAYNE & JACOBS, LLC 3Y 7Y 23.76% Ervin Investment Management, LLC 3Y 21.43% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 18.18% Defender Capital, LLC. 3Y 7Y 16.46% Manitou Investment Management Ltd. 3Y 7Y 15.74% Cutter & CO Brokerage, Inc. 3Y 7Y 15.37%

FAQ About NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC reported owning BRK/B?

NEVILLE RODIE & SHAW INC reported BRK/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/B position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for BRK/B was 1.96% 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 NEVILLE RODIE & SHAW INC reported 38,129 shares, equal to 1.23% of portfolio, with an estimated market value of $19K.

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

The chart compares NEVILLE RODIE & SHAW 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 NEVILLE RODIE & SHAW INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, NEVILLE RODIE & SHAW INC correctly timed 39 out of 102 reported position changes (38%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.2%.

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