Daniel Investment Group »

Berkshire Hathaway shares owned by Daniel Investment Group

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

Historical chart of Daniel Investment Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Daniel Investment Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $95M 191k 500.39

More positions owned by Daniel Investment Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Brookfield Corp Cl A Ltd Vt Sh (BN)
JPMorgan Chase & Co. (JPM)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Markel Corporation (MKL)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)

View all positions for Daniel Investment Group

Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Vanguard Fiduciary Trust
Royal Bank of Canada
T. Rowe Price Associates

View all funds holding Berkshire Hathaway