Berkshire Hathaway shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 27k | 502.75 |
| 2025-06-30 | $13M | 27k | 485.70 |
| 2025-03-31 | $14M | 26k | 532.60 |
| 2024-12-31 | $12M | 26k | 453.29 |
| 2024-09-30 | $12M | 26k | 460.27 |
| 2024-06-30 | $11M | 26k | 406.80 |
| 2024-03-31 | $10M | 24k | 420.52 |
| 2023-09-30 | $8.2M | 23k | 350.30 |
| 2023-06-30 | $7.9M | 23k | 341.00 |
| 2023-03-31 | $7.1M | 23k | 308.77 |
| 2022-12-31 | $5.1M | 17k | 308.91 |
More positions owned by Beacon Investment Advisors
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