Berkshire Hathaway shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 1.5k | 502.74 |
| 2025-06-30 | $661k | 1.4k | 485.77 |
| 2025-03-31 | $6.0M | 11k | 532.58 |
| 2024-12-31 | $724k | 1.6k | 453.28 |
| 2024-09-30 | $658k | 1.4k | 460.26 |
| 2024-06-30 | $584k | 1.4k | 406.80 |
| 2024-03-31 | $232k | 551 | 420.52 |
| 2023-12-31 | $393k | 1.1k | 356.66 |
| 2023-09-30 | $193k | 551 | 350.30 |
| 2020-09-30 | $585k | 2.8k | 212.34 |