Berkshire Hathaway shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Berkshire Hathaway
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Download as csvQuarterly reported holdings in Berkshire Hathaway by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 35k | 502.75 |
| 2025-06-30 | $17M | 36k | 485.76 |
| 2025-03-31 | $25M | 47k | 532.59 |
| 2024-12-31 | $22M | 48k | 453.29 |
| 2024-09-30 | $21M | 46k | 460.26 |
| 2024-06-30 | $18M | 45k | 406.81 |
| 2024-03-31 | $18M | 42k | 420.53 |
| 2023-12-31 | $8.4M | 24k | 356.67 |
| 2023-09-30 | $7.6M | 22k | 350.29 |
| 2023-06-30 | $7.4M | 22k | 341.00 |
| 2023-03-31 | $6.1M | 20k | 308.76 |
| 2022-12-31 | $9.8M | 32k | 308.89 |
| 2022-09-30 | $9.0M | 34k | 267.01 |
| 2022-06-30 | $8.7M | 32k | 273.00 |
| 2022-03-31 | $8.0M | 23k | 349.02 |
| 2021-12-31 | $5.6M | 19k | 297.86 |
| 2021-09-30 | $6.1M | 22k | 272.95 |
| 2021-06-30 | $5.3M | 19k | 276.87 |
| 2021-03-31 | $2.7M | 11k | 255.54 |
| 2020-12-31 | $2.4M | 10k | 231.91 |
| 2020-09-30 | $2.5M | 12k | 212.98 |
| 2020-06-30 | $1.5M | 8.5k | 178.58 |
| 2020-03-31 | $2.0M | 11k | 182.85 |
| 2019-12-31 | $2.9M | 13k | 226.53 |
| 2019-09-30 | $3.3M | 16k | 207.96 |
| 2019-06-30 | $3.5M | 16k | 213.21 |
| 2019-03-31 | $3.4M | 17k | 200.90 |
| 2018-12-31 | $3.5M | 17k | 204.20 |
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