Berkshire Hathaway shares owned by MBL Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 13k | 502.74 |
| 2025-06-30 | $5.2M | 11k | 485.77 |
| 2025-03-31 | $5.9M | 11k | 532.58 |
| 2024-12-31 | $5.1M | 11k | 453.28 |
| 2024-09-30 | $4.8M | 10k | 460.26 |
| 2024-06-30 | $4.3M | 11k | 406.80 |
| 2024-03-31 | $4.4M | 11k | 420.52 |
| 2023-12-31 | $3.7M | 10k | 356.66 |
| 2023-09-30 | $3.7M | 11k | 350.30 |
| 2023-06-30 | $3.5M | 10k | 341.00 |
| 2023-03-31 | $3.2M | 10k | 308.77 |
| 2022-12-31 | $3.2M | 10k | 308.93 |
| 2022-09-30 | $2.7M | 10k | 267.01 |
| 2022-06-30 | $2.8M | 10k | 273.07 |
| 2022-03-31 | $3.6M | 10k | 352.88 |
| 2021-09-30 | $2.7M | 9.9k | 272.89 |
| 2021-03-31 | $2.3M | 9.1k | 255.44 |
| 2020-12-31 | $2.1M | 8.9k | 231.87 |