ROBERTS GLORE & CO INC /IL/ BRK/B Berkshire Hathaway cs

Ownership history in ROBERTS GLORE & CO INC /IL/  ·  107 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported Berkshire Hathaway cs (BRK/B) in 107 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.84% in 2025 Q1. The latest visible filing shows BRK/B at 6.72% 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 ROBERTS GLORE & CO INC /IL/'s position in Berkshire Hathaway cs, 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 6.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.84% 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
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 ROBERTS GLORE & CO INC /IL/ 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 REDUCED 51,074 -452 -0.9% 6.72% $24.5M 2026-05-04 $469.32
2025 Q4 REDUCED 51,526 -902 -1.7% 6.90% $25.9M 2026-02-05 $503.89
2025 Q3 REDUCED 52,428 -174 -0.3% 7.21% $26.4M 2025-11-12 $502.40
2025 Q2 REDUCED 52,602 -1,811 -3.3% 7.46% $25.6M 2025-08-07 $461.47
2025 Q1 REDUCED 54,413 -3,209 -5.6% 8.84% $29.0M 2025-05-09 $513.74
2024 Q4 REDUCED 57,622 -442 -0.8% 7.75% $26.1M 2025-02-07 $472.74
2024 Q3 REDUCED 58,064 -915 -1.6% 7.73% $26.7M 2024-11-14 $467.70
2024 Q2 REDUCED 58,979 -422 -0.7% 7.24% $24.0M 2024-08-14 $438.47
2024 Q1 REDUCED 59,401 -2,372 -3.8% 7.48% $25.0M 2024-05-09 $408.82
2023 Q4 REDUCED 61,773 -106 -0.2% 6.86% $22.0M 2024-02-12 $397.71
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROBERTS GLORE & CO INC /IL/ 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 ROBERTS GLORE & CO INC /IL/ reported owning BRK/B?

ROBERTS GLORE & CO INC /IL/ reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for BRK/B was 8.84% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when ROBERTS GLORE & CO INC /IL/ reported 51,074 shares, equal to 6.72% of portfolio, with an estimated market value of $24.5M.

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

The chart compares ROBERTS GLORE & CO INC /IL/'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 ROBERTS GLORE & CO INC /IL/ time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, ROBERTS GLORE & CO INC /IL/ correctly timed 43 out of 106 reported position changes (41%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.4%.

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