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Berkshire Hathaway shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $65k 160 406.80
2024-03-31 $67k 160 420.52
2023-12-31 $57k 160 356.66

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway