Syverson Strege & Co BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Syverson Strege & Co  ·  22 quarters on record

AI Ownership Summary

Syverson Strege & Co reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q2. The latest visible filing shows BRK/B at 0.61% 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 Syverson Strege & Co'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 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q2

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 Syverson Strege & Co fund profile Syverson Strege & Co full holdings
How Syverson Strege & Co 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 — — — 5,295 -46 -0.9% 0.61% $2.5M 2026-05-04 $469.32
2025 Q4 REDUCED — — — 5,341 -257 -4.6% 0.64% $2.7M 2026-02-09 $498.08
2025 Q3 REDUCED — — — 5,598 -705 -11.2% 0.67% $2.8M 2025-12-01 $508.55
2025 Q2 ADDED — — — 6,303 +3,276 +108.2% 0.72% $3.1M 2025-08-04 $459.11
2025 Q1 ADDED — — — 3,027 +18 +0.6% 0.52% $1.6M 2025-05-13 $511.88
2024 Q4 ADDED — — — 3,009 +379 +14.4% 0.45% $1.4M 2025-02-11 $472.61
2024 Q3 REDUCED — — — 2,630 -288 -9.9% 0.41% $1.2M 2024-11-12 $466.29
2024 Q2 ADDED — — — 2,918 +33 +1.1% 0.40% $1.2M 2024-08-07 $427.02
2024 Q1 ADDED — — — 2,885 +192 +7.1% 0.44% $1.2M 2024-04-30 $396.73
2023 Q4 REDUCED — — — 2,693 -112 -4.0% 0.37% $960K 2024-02-14 $398.68
12 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 Syverson Strege & Co 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 Syverson Strege & Co reported owning BRK/B?

Syverson Strege & Co reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for BRK/B was 0.72% in 2025 Q2.

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

The most recent filing on this page is 2026 Q1, when Syverson Strege & Co reported 5,295 shares, equal to 0.61% of portfolio, with an estimated market value of $2.5M.

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

The chart compares Syverson Strege & Co'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 Syverson Strege & Co time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Syverson Strege & Co correctly timed 14 out of 18 reported position changes (78%). The annualised alpha on BRK/B relative to SPY over the holding period was +-0.0%.

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