Newman Dignan & Sheerar, Inc. BRK/B BERKSHIRE HATHAWAY CL B COMMON

Ownership history in Newman Dignan & Sheerar, Inc.  ·  54 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported BERKSHIRE HATHAWAY CL B COMMON (BRK/B) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2024 Q1. The latest visible filing shows BRK/B at 0.70% 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 Newman Dignan & Sheerar, Inc.'s position in BERKSHIRE HATHAWAY CL B COMMON, 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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 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 Newman Dignan & Sheerar, 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 Q1 ADDED 6,918 +87 +1.3% 0.70% $3.3M 2026-04-13 $480.19
2025 Q4 ADDED 6,831 +315 +4.8% 0.72% $3.4M 2026-01-22 $484.49
2025 Q3 ADDED 6,516 +54 +0.8% 0.71% $3.3M 2025-10-09 $496.74
2025 Q2 ADDED 6,462 +70 +1.1% 0.72% $3.1M 2025-07-18 $473.80
2025 Q1 UNCHANGED 6,392 0% 0.74% $2.9M 2025-05-02 $539.80
2024 Q4 REDUCED 6,392 -98 -1.5% 0.74% $2.9M 2025-01-30 $472.35
2024 Q3 REDUCED 6,490 -60 -0.9% 0.71% $3.0M 2024-11-12 $466.29
2024 Q2 REDUCED 6,550 -55 -0.8% 0.69% $2.7M 2024-07-15 $434.42
2024 Q1 ADDED 6,605 +249 +3.9% 0.74% $2.8M 2024-04-29 $400.96
2023 Q4 ADDED 6,356 +40 +0.6% 0.68% $2.3M 2024-02-09 $398.36
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Newman Dignan & Sheerar, 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 Newman Dignan & Sheerar, Inc. reported owning BRK/B?

Newman Dignan & Sheerar, Inc. reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.74% in 2024 Q1.

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

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 6,918 shares, equal to 0.70% of portfolio, with an estimated market value of $3.3M.

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

The chart compares Newman Dignan & Sheerar, 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 Newman Dignan & Sheerar, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Newman Dignan & Sheerar, Inc. correctly timed 18 out of 50 reported position changes (36%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.2%.

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