Berkshire Hathaway shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 49k | 502.73 |
| 2025-06-30 | $23M | 48k | 485.76 |
| 2025-03-31 | $27M | 50k | 532.56 |
| 2024-12-31 | $21M | 47k | 453.28 |
| 2024-09-30 | $17M | 37k | 460.26 |
| 2024-06-30 | $4.8M | 12k | 406.80 |
| 2024-03-31 | $4.2M | 8.9k | 477.51 |
| 2023-12-31 | $3.2M | 8.9k | 356.66 |
| 2023-09-30 | $902k | 2.6k | 350.30 |
| 2023-06-30 | $882k | 2.6k | 341.00 |
| 2023-03-31 | $816k | 2.6k | 308.77 |
| 2022-12-31 | $1.0M | 3.3k | 308.90 |
| 2022-09-30 | $941k | 3.5k | 267.10 |
| 2022-06-30 | $1.1M | 3.7k | 294.95 |
| 2022-03-31 | $1.4M | 3.9k | 352.93 |
| 2021-12-31 | $1.2M | 3.7k | 319.92 |
| 2021-09-30 | $894k | 3.3k | 272.98 |
| 2021-06-30 | $1.3M | 4.6k | 277.88 |
| 2021-03-31 | $1.4M | 4.7k | 286.83 |
| 2020-12-31 | $1.2M | 4.8k | 242.46 |
| 2020-09-30 | $1.3M | 5.9k | 213.01 |
| 2020-06-30 | $1.3M | 5.9k | 213.21 |
| 2020-03-31 | $786k | 4.3k | 182.79 |
| 2019-12-31 | $800k | 3.5k | 226.37 |
| 2019-09-30 | $727k | 3.5k | 208.07 |
| 2019-06-30 | $699k | 3.5k | 202.61 |
| 2019-03-31 | $612k | 3.0k | 200.92 |
More positions owned by Pensionmark Financial Group
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