Berkshire Hathaway shares owned by Merit Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60M | 120k | 502.74 |
| 2025-06-30 | $54M | 112k | 485.77 |
| 2025-03-31 | $48M | 91k | 532.58 |
| 2024-12-31 | $37M | 83k | 453.28 |
| 2024-09-30 | $35M | 77k | 460.26 |
| 2024-03-31 | $30M | 74k | 400.87 |
| 2023-12-31 | $21M | 59k | 356.66 |
| 2023-09-30 | $23M | 66k | 350.30 |
| 2023-06-30 | $23M | 67k | 341.00 |
| 2023-03-31 | $21M | 67k | 308.77 |
| 2022-12-31 | $20M | 64k | 308.90 |
| 2022-09-30 | $7.6M | 28k | 267.02 |
| 2022-06-30 | $6.9M | 25k | 273.01 |
| 2022-03-31 | $5.1M | 15k | 352.90 |
| 2021-12-31 | $2.8M | 9.5k | 298.97 |
| 2021-09-30 | $2.5M | 9.2k | 272.92 |
| 2021-06-30 | $2.6M | 9.5k | 277.97 |
| 2021-03-31 | $2.5M | 9.7k | 255.44 |
| 2020-12-31 | $2.2M | 9.6k | 231.87 |
| 2020-09-30 | $2.0M | 9.2k | 212.89 |
| 2020-06-30 | $1.6M | 9.2k | 178.53 |
| 2020-03-31 | $1.6M | 8.7k | 182.79 |
| 2019-12-31 | $1.9M | 8.5k | 226.45 |
| 2019-09-30 | $319k | 1.5k | 207.95 |
| 2019-06-30 | $256k | 1.2k | 212.62 |
| 2019-03-31 | $235k | 1.2k | 200.34 |
| 2018-12-31 | $261k | 1.3k | 203.59 |
| 2018-09-30 | $300k | 1.4k | 213.98 |
| 2018-06-30 | $229k | 1.2k | 185.88 |
| 2018-03-31 | $245k | 1.2k | 198.86 |
| 2017-12-31 | $253k | 1.3k | 197.81 |