Berkshire Hathaway shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $90M | 186k | 485.77 |
| 2025-03-31 | $69M | 129k | 531.02 |
| 2024-12-31 | $29M | 64k | 453.29 |
| 2024-09-30 | $39M | 86k | 460.27 |
| 2024-03-31 | $6.0M | 14k | 420.54 |
| 2023-12-31 | $6.3M | 18k | 356.69 |
| 2023-09-30 | $4.9M | 14k | 350.32 |
| 2023-06-30 | $4.2M | 12k | 341.04 |
| 2023-03-31 | $3.7M | 12k | 308.79 |
| 2022-12-31 | $4.1M | 13k | 308.92 |
| 2022-09-30 | $3.5M | 13k | 266.98 |
| 2022-06-30 | $3.5M | 13k | 273.02 |
| 2022-03-31 | $4.9M | 14k | 352.95 |
| 2021-12-31 | $4.3M | 14k | 298.98 |
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