Berkshire Hathaway shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 28k | 502.73 |
| 2025-06-30 | $14M | 29k | 485.77 |
| 2024-12-31 | $10M | 23k | 453.27 |
| 2024-09-30 | $11M | 23k | 460.25 |
| 2024-06-30 | $9.2M | 23k | 406.79 |
| 2024-03-31 | $9.5M | 23k | 420.51 |
| 2023-12-31 | $8.0M | 23k | 356.65 |
| 2023-09-30 | $7.7M | 22k | 350.29 |
| 2023-06-30 | $7.3M | 22k | 341.01 |
| 2023-03-31 | $6.7M | 22k | 308.76 |
| 2022-12-31 | $6.9M | 22k | 308.89 |
| 2022-09-30 | $5.9M | 22k | 266.99 |
| 2022-06-30 | $5.9M | 22k | 273.03 |
| 2022-03-31 | $7.6M | 22k | 352.90 |
| 2021-12-31 | $6.5M | 22k | 299.01 |
| 2021-09-30 | $6.1M | 22k | 272.93 |
| 2021-06-30 | $6.1M | 22k | 277.90 |
| 2021-03-31 | $5.5M | 22k | 255.47 |
| 2020-12-31 | $5.0M | 22k | 231.86 |
| 2020-09-30 | $2.9M | 14k | 212.92 |
| 2020-06-30 | $3.4M | 19k | 178.50 |
| 2020-03-31 | $3.6M | 20k | 182.82 |
| 2019-12-31 | $4.3M | 19k | 226.52 |
| 2019-09-30 | $4.0M | 19k | 208.04 |
| 2019-06-30 | $3.9M | 18k | 213.14 |
| 2019-03-31 | $3.4M | 17k | 200.89 |
| 2018-12-31 | $3.3M | 16k | 204.16 |