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Berkshire Hathaway shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.7M 19k 453.29
2024-09-30 $8.3M 18k 460.27
2024-06-30 $6.9M 17k 406.80
2024-03-31 $7.0M 17k 420.53
2023-12-31 $5.4M 15k 356.66
2023-09-30 $4.3M 12k 350.30
2023-06-30 $3.7M 11k 341.00
2023-03-31 $2.4M 7.9k 308.77
2022-12-31 $1.9M 6.1k 308.90
2022-09-30 $1.5M 5.5k 266.96
2022-06-30 $1.3M 4.8k 273.03
2022-03-31 $1.7M 4.8k 352.82
2021-12-31 $1.6M 5.5k 298.93
2021-09-30 $2.1M 7.8k 273.00
2021-06-30 $2.0M 7.3k 277.96
2021-03-31 $1.6M 6.4k 255.48
2020-12-31 $1.5M 6.5k 231.84
2020-09-30 $477k 2.2k 213.14
2020-06-30 $371k 2.1k 178.45
2020-03-31 $358k 2.0k 182.75
2019-12-31 $275k 1.2k 226.71
2019-09-30 $283k 1.4k 207.78
2019-06-30 $271k 1.3k 214.57
2019-03-31 $134k 668 200.60
2018-12-31 $62k 306 202.61
2018-09-30 $70k 327 214.07
2018-06-30 $47k 250 188.00
2018-03-31 $68k 350 194.29
2017-12-31 $70k 350 200.00
2017-09-30 $38k 200 190.00
2017-06-30 $34k 200 170.00
2017-03-31 $33k 200 165.00
2016-12-31 $32k 200 160.00

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
T. Rowe Price Associates
Susquehanna International
Royal Bank of Canada
FMR
Bank of America Corporation

View all funds holding Berkshire Hathaway