Berkshire Hathaway shares owned by Legacy Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 4.8k | 502.74 |
| 2025-06-30 | $1.9M | 3.9k | 485.77 |
| 2025-03-31 | $2.1M | 4.0k | 532.58 |
| 2024-12-31 | $1.8M | 3.9k | 453.28 |
| 2024-09-30 | $1.9M | 4.2k | 460.26 |
| 2024-06-30 | $1.6M | 4.0k | 406.80 |
| 2024-03-31 | $1.7M | 4.0k | 420.52 |
| 2023-12-31 | $1.6M | 4.5k | 356.66 |
| 2023-09-30 | $1.6M | 4.5k | 350.30 |
| 2023-06-30 | $1.5M | 4.5k | 341.00 |
| 2023-03-31 | $1.4M | 4.5k | 308.77 |
| 2022-12-31 | $1.4M | 4.5k | 308.90 |