Berkshire Hathaway shares owned by Avalon Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 73k | 502.74 |
| 2025-06-30 | $35M | 73k | 485.77 |
| 2025-03-31 | $51M | 95k | 532.58 |
| 2024-12-31 | $45M | 99k | 453.28 |
| 2024-09-30 | $45M | 98k | 460.26 |
| 2024-06-30 | $40M | 99k | 406.80 |
| 2024-03-31 | $42M | 99k | 420.52 |
| 2023-12-31 | $34M | 96k | 356.66 |
| 2023-09-30 | $34M | 96k | 350.30 |
| 2023-06-30 | $39M | 113k | 341.00 |
| 2023-03-31 | $35M | 114k | 308.77 |