W.G. Shaheen & Associates DBA Whitney & Co BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in W.G. Shaheen & Associates DBA Whitney & Co  ·  26 quarters on record

AI Ownership Summary

W.G. Shaheen & Associates DBA Whitney & Co reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.58% in 2025 Q1. The latest visible filing shows BRK/B at 2.14% 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 W.G. Shaheen & Associates DBA Whitney & 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 Q2

BRK/B was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% 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
2024 Q1 to 2026 Q2

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 W.G. Shaheen & Associates DBA Whitney & Co fund profile W.G. Shaheen & Associates DBA Whitney & Co full holdings
How W.G. Shaheen & Associates DBA Whitney & 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 Q2 ADDED — — — 58,614 +1,044 +1.8% 2.14% $29.3M 2026-07-28 $469.32
2026 Q1 ADDED — — — 57,570 +3,077 +5.6% 2.30% $27.6M 2026-05-05 $469.32
2025 Q4 ADDED — — — 54,493 +8,822 +19.3% 2.18% $27.4M 2026-01-30 $480.53
2025 Q3 REDUCED — — — 45,671 -30 -0.1% 2.08% $23.0M 2025-11-07 $499.06
2025 Q2 ADDED — — — 45,701 +62 +0.1% 2.19% $22.2M 2025-08-05 $464.19
2025 Q1 ADDED — — — 45,639 +728 +1.6% 2.58% $24.3M 2025-05-06 $512.33
2024 Q4 REDUCED — — — 44,911 -98 -0.2% 2.14% $20.4M 2025-02-04 $467.49
2024 Q3 ADDED — — — 45,009 +538 +1.2% 2.22% $20.7M 2024-11-07 $460.13
2024 Q2 ADDED — — — 44,471 +68 +0.2% 2.08% $18.1M 2024-07-30 $441.26
2024 Q1 ADDED — — — 44,403 +663 +1.5% 2.23% $18.7M 2024-05-08 $406.37
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q2 — sorted by position size

TETRAD CORP 92.03% Pangea Capital Gestao de Recursos Ltda. 81.45% Daniel Investment Group, Inc. 56.49% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 55.27% Aquamarine Zurich AG 3Y 33.89% Ardent Capital Management, Inc. 3Y 32.92% Asset Management Advisors, LLC 3Y 7Y 31.06% Intelligent Financial Strategies 3Y 28.99% Philip James Wealth Mangement, LLC 24.5% Citadel Investment Advisory, Inc. 3Y 23.81%

FAQ About W.G. Shaheen & Associates DBA Whitney & 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 W.G. Shaheen & Associates DBA Whitney & Co reported owning BRK/B?

W.G. Shaheen & Associates DBA Whitney & Co reported BRK/B across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BRK/B position in W.G. Shaheen & Associates DBA Whitney & Co's portfolio?

The largest reported portfolio weight for BRK/B was 2.58% in 2025 Q1.

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

The most recent filing on this page is 2026 Q2, when W.G. Shaheen & Associates DBA Whitney & Co reported 58,614 shares, equal to 2.14% of portfolio, with an estimated market value of $29.3M.

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

The chart compares W.G. Shaheen & Associates DBA Whitney & 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 W.G. Shaheen & Associates DBA Whitney & Co time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, W.G. Shaheen & Associates DBA Whitney & Co correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.9%.

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