Berkshire Hathaway shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 754 | 502.74 |
| 2025-06-30 | $356k | 733 | 485.77 |
| 2025-03-31 | $382k | 717 | 532.58 |
| 2024-12-31 | $324k | 715 | 453.28 |
| 2024-09-30 | $313k | 680 | 460.26 |
| 2024-06-30 | $277k | 680 | 406.80 |
| 2024-03-31 | $291k | 693 | 420.52 |
More positions owned by Balanced Rock Investment Advisors
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