Tandem Investment Advisors, Inc. BRK.B — BERKSHIRE HATHAWAY B

Ownership history in Tandem Investment Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Tandem Investment Advisors, Inc. reported BERKSHIRE HATHAWAY B (BRK.B) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows BRK.B at 0.01% 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 Tandem Investment Advisors, Inc.'s position in BERKSHIRE HATHAWAY B, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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 Tandem Investment Advisors, Inc. held BRK.B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 623 +122 +24.4% 0.01% $299K 2026-05-07 $475.08
2025 Q4 REDUCED — — — 501 -2 -0.4% 0.01% $252K 2026-02-09 $498.08
2025 Q3 ADDED — — — 503 +63 +14.3% 0.01% $253K 2025-11-03 $475.68
2025 Q2 REDUCED — — — 440 -165 -27.3% 0.01% $214K 2025-07-31 $471.88
2025 Q1 REDUCED — — — 605 -513 -45.9% 0.01% $322K 2025-04-28 $530.94
2024 Q4 REDUCED — — — 1,118 -90 -7.5% 0.02% $507K 2025-02-03 $464.61
2024 Q3 ADDED — — — 1,208 +521 +75.8% 0.02% $556K 2024-10-31 $450.92
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tandem Investment Advisors, 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 Tandem Investment Advisors, Inc. reported owning BRK.B?

Tandem Investment Advisors, Inc. reported BRK.B across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BRK.B position in Tandem Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for BRK.B was 0.02% in 2024 Q3.

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

The most recent filing on this page is 2026 Q1, when Tandem Investment Advisors, Inc. reported 623 shares, equal to 0.01% of portfolio, with an estimated market value of $299K.

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

The chart compares Tandem Investment Advisors, 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 Tandem Investment Advisors, Inc. time their BRK.B position?

Based on 13F filing dates vs. subsequent BRK.B price moves, Tandem Investment Advisors, Inc. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BRK.B relative to SPY over the holding period was -13.2%.

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