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Berkshire Hathaway shares owned by Phoenix Holdings

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Phoenix Holdings from 13F filings

Historical chart of Phoenix Holdings investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 30k 460.26
2024-06-30 $10M 25k 407.00
2024-03-31 $6.2M 15k 420.20
2023-12-31 $4.9M 14k 356.73
2023-09-30 $4.8M 14k 353.08
2023-03-31 $3.8M 13k 306.86
2022-12-31 $3.2M 10k 308.89
2022-09-30 $2.8M 10k 276.60
2022-06-30 $320k 1.2k 276.60
2022-03-31 $448k 1.2k 361.70
2021-12-31 $2.0M 6.7k 299.00
2021-09-30 $1.9M 7.0k 272.95
2021-03-31 $10M 40k 255.47
2020-06-30 $2.2M 13k 167.85
2020-03-31 $1.8M 10k 177.25