O'ROURKE & COMPANY, Inc BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in O'ROURKE & COMPANY, Inc  ·  18 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.46% in 2024 Q1. The latest visible filing shows BRK/B at 0.94% 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 O'ROURKE & COMPANY, 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 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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.

BRK/B stock page O'ROURKE & COMPANY, Inc fund profile O'ROURKE & COMPANY, Inc full holdings
How O'ROURKE & COMPANY, 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 — — — 4,982 +393 +8.6% 0.94% $2.4M 2026-05-14 $469.32
2025 Q4 REDUCED — — — 4,589 -197 -4.1% 0.90% $2.3M 2026-01-28 $473.49
2025 Q3 REDUCED — — — 4,786 -210 -4.2% 1.01% $2.4M 2025-10-22 $491.81
2025 Q2 ADDED — — — 4,996 +25 +0.5% 1.13% $2.4M 2025-07-18 $473.80
2025 Q1 UNCHANGED — — — 4,971 — 0% 1.31% $2.6M 2025-05-08 $513.25
2024 Q4 REDUCED — — — 4,971 -605 -10.9% 1.10% $2.3M 2025-02-13 $480.49
2024 Q3 REDUCED — — — 5,576 -20 -0.4% 1.28% $2.6M 2024-10-28 $458.49
2024 Q2 REDUCED — — — 5,596 -393 -6.6% 1.28% $2.3M 2024-07-18 $441.82
2024 Q1 ADDED — — — 5,989 +905 +17.8% 1.46% $2.5M 2024-04-18 $399.89
2023 Q4 ADDED — — — 5,084 +95 +1.9% 1.17% $1.8M 2024-01-24 $376.59
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About O'ROURKE & COMPANY, 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 O'ROURKE & COMPANY, Inc reported owning BRK/B?

O'ROURKE & COMPANY, Inc reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for BRK/B was 1.46% 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 O'ROURKE & COMPANY, Inc reported 4,982 shares, equal to 0.94% of portfolio, with an estimated market value of $2.4M.

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

The chart compares O'ROURKE & COMPANY, 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 O'ROURKE & COMPANY, Inc time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, O'ROURKE & COMPANY, Inc correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on BRK/B relative to SPY over the holding period was -4.1%.

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