SHUFRO ROSE & CO LLC BRK/B — BERKSHIRE HATHAWAY B SHARCOM

Ownership history in SHUFRO ROSE & CO LLC  ·  106 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported BERKSHIRE HATHAWAY B SHARCOM (BRK/B) in 106 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.56% in 2025 Q1. The latest visible filing shows BRK/B at 2.26% 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 SHUFRO ROSE & CO LLC's position in BERKSHIRE HATHAWAY B SHARCOM, 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 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% 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.

BRK/B stock page SHUFRO ROSE & CO LLC fund profile SHUFRO ROSE & CO LLC full holdings
How SHUFRO ROSE & CO 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 Q1 REDUCED — — — 69,414 -81 -0.1% 2.26% $33.3M 2026-05-15 $469.32
2025 Q4 ADDED — — — 69,495 +16,434 +31.0% 2.36% $34.9M 2026-02-09 $498.08
2025 Q3 REDUCED — — — 53,061 -4,378 -7.6% 2.38% $29.2M 2025-11-12 $502.40
2025 Q2 REDUCED — — — 57,439 -3,493 -5.7% 2.46% $30.6M 2025-08-11 $464.73
2025 Q1 REDUCED — — — 60,932 -1,706 -2.7% 2.56% $32.5M 2025-05-08 $513.25
2024 Q4 REDUCED — — — 62,638 -1,097 -1.7% 2.19% $28.4M 2025-02-25 $499.82
2024 Q3 UNCHANGED — — — 63,735 — 0% 2.10% $25.9M 2024-11-12 $466.29
2024 Q2 REDUCED — — — 63,735 -652 -1.0% 2.10% $25.9M 2024-08-13 $432.41
2024 Q1 ADDED — — — 64,387 +622 +1.0% 2.24% $27.1M 2024-05-08 $406.37
2023 Q4 REDUCED — — — 63,765 -428 -0.7% 2.12% $22.3M 2024-02-05 $390.76
96 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 SHUFRO ROSE & CO 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 SHUFRO ROSE & CO LLC reported owning BRK/B?

SHUFRO ROSE & CO LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for BRK/B was 2.56% 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 SHUFRO ROSE & CO LLC reported 69,414 shares, equal to 2.26% of portfolio, with an estimated market value of $33.3M.

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

The chart compares SHUFRO ROSE & CO 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 SHUFRO ROSE & CO LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, SHUFRO ROSE & CO LLC correctly timed 43 out of 99 reported position changes (43%). The annualised alpha on BRK/B relative to SPY over the holding period was +1.5%.

← Back to SHUFRO ROSE & CO LLC Holdings