Spectrum Asset Management, Inc. (NB/CA) BRK/A BERKSHIRE HATHAWAY INC DEL

Ownership history in Spectrum Asset Management, Inc. (NB/CA)  ·  5 quarters on record

AI Ownership Summary

Spectrum Asset Management, Inc. (NB/CA) reported BERKSHIRE HATHAWAY INC DEL (BRK/A) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.06% in 2025 Q1. The latest visible filing shows BRK/A at 0.68% 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.

What this BRK/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Asset Management, Inc. (NB/CA)'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/A was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% 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
2025 Q1 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 Spectrum Asset Management, Inc. (NB/CA) held BRK/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3 0% 0.68% $2.2M 2026-04-22 $702980.00
2025 Q4 UNCHANGED 3 0% 0.76% $2.3M 2026-01-26 $726420.00
2025 Q3 UNCHANGED 3 0% 0.80% $2.3M 2025-10-23 $735600.00
2025 Q2 UNCHANGED 3 0% 0.95% $2.2M 2025-07-23 $723120.00
2025 Q1 INITIATED 3 1.06% $2.4M 2025-04-16 $774261.00

FAQ About Spectrum Asset Management, Inc. (NB/CA) and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spectrum Asset Management, Inc. (NB/CA) reported owning BRK/A?

Spectrum Asset Management, Inc. (NB/CA) reported BRK/A across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BRK/A position in Spectrum Asset Management, Inc. (NB/CA)'s portfolio?

The largest reported portfolio weight for BRK/A was 1.06% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when Spectrum Asset Management, Inc. (NB/CA) reported 3 shares, equal to 0.68% of portfolio, with an estimated market value of $2.2M.

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

The chart compares Spectrum Asset Management, Inc. (NB/CA)'s quarterly BRK/A 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.

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