Nicholas Hoffman & Company, LLC. BRK/B — BERKSHIRE HATHAWAY

Ownership history in Nicholas Hoffman & Company, LLC.  ·  42 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported BERKSHIRE HATHAWAY (BRK/B) in 42 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 9.56% in 2025 Q3. The latest visible filing shows BRK/B at 8.33% 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 Nicholas Hoffman & Company, LLC.'s position in BERKSHIRE HATHAWAY, 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 Q3

BRK/B was reported at 8.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.56% 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 Q2 to 2026 Q3

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 Nicholas Hoffman & Company, LLC. fund profile Nicholas Hoffman & Company, LLC. full holdings
How Nicholas Hoffman & Company, 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 Q3 ADDED — — — 800,569 +2,559 +0.3% 8.33% $398.6M 2026-10-30 $469.32
2026 Q2 ADDED — — — 798,010 +2,392 +0.3% 8.43% $399.3M 2026-08-04 $469.32
2026 Q1 ADDED — — — 795,618 +4,960 +0.6% 8.80% $381.3M 2026-04-29 $469.32
2025 Q4 ADDED — — — 790,658 +5,489 +0.7% 9.22% $397.4M 2026-02-02 $487.29
2025 Q3 ADDED — — — 785,169 +415,140 +112.2% 9.56% $394.7M 2025-11-12 $502.40
2025 Q2 ADDED — — — 370,029 +64,226 +21.0% 4.64% $179.7M 2025-08-06 $468.91
2025 Q1 ADDED — — — 305,803 +18,511 +6.4% 6.19% $162.9M 2025-05-09 $513.74
2024 Q4 ADDED — — — 287,292 +27,074 +10.4% 5.21% $130.2M 2025-01-31 $468.67
2024 Q3 ADDED — — — 260,218 +9,595 +3.8% 5.05% $119.8M 2024-10-25 $454.01
2024 Q2 ADDED — — — 250,623 +701 +0.3% 4.78% $102.0M 2024-08-02 $428.36
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q3 — sorted by position size

TETRAD CORP 92.27% Ardent Capital Management, Inc. 3Y 32.66% Asset Management Advisors, LLC 3Y 7Y 31.94% Intelligent Financial Strategies 3Y 28.32% Philip James Wealth Mangement, LLC 23.84% Citadel Investment Advisory, Inc. 3Y 23.81% SHAYNE & JACOBS, LLC 3Y 7Y 23.71% Ervin Investment Management, LLC 3Y 21.0% Solitude Financial Services 3Y 18.29% RMR Capital Management, LLC 17.45%

FAQ About Nicholas Hoffman & Company, 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 Nicholas Hoffman & Company, LLC. reported owning BRK/B?

Nicholas Hoffman & Company, LLC. reported BRK/B across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRK/B position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for BRK/B was 9.56% in 2025 Q3.

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

The most recent filing on this page is 2026 Q3, when Nicholas Hoffman & Company, LLC. reported 800,569 shares, equal to 8.33% of portfolio, with an estimated market value of $398.6M.

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

The chart compares Nicholas Hoffman & Company, 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 Nicholas Hoffman & Company, LLC. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Nicholas Hoffman & Company, LLC. correctly timed 28 out of 41 reported position changes (68%). The annualised alpha on BRK/B relative to SPY over the holding period was +25.9%.

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