Berkshire Hathaway shares owned by Plan Group Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.9M | 7.8k | 502.65 |
| 2025-09-30 | $4.1M | 8.2k | 502.74 |
| 2025-06-30 | $1.8M | 3.6k | 485.77 |
| 2025-03-31 | $1.8M | 3.3k | 532.63 |
| 2024-12-31 | $344k | 758 | 453.46 |
| 2024-09-30 | $349k | 758 | 460.44 |
| 2024-06-30 | $600k | 1.5k | 406.88 |
| 2024-03-31 | $622k | 1.5k | 420.60 |
| 2023-12-31 | $520k | 1.5k | 356.66 |
| 2023-09-30 | $514k | 1.5k | 350.37 |