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Berkshire Hathaway shares owned by Conrad Siegel Investment Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Conrad Siegel Investment Advisors from 13F filings

Historical chart of Conrad Siegel Investment Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Conrad Siegel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Conrad Siegel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 511 460.26
2024-06-30 $208k 511 406.80

More positions owned by Conrad Siegel Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard World Extended Dur (EDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Conrad Siegel Investment Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway