Berkshire Hathaway shares owned by Root Financial Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 14k | 502.74 |
| 2025-06-30 | $6.2M | 13k | 485.77 |
| 2025-03-31 | $6.6M | 12k | 532.58 |
| 2024-09-30 | $5.5M | 12k | 460.26 |
| 2024-03-31 | $3.7M | 8.7k | 420.52 |
| 2023-12-31 | $2.9M | 8.1k | 356.66 |
| 2023-09-30 | $2.4M | 6.8k | 350.32 |
| 2023-06-30 | $2.4M | 7.1k | 340.98 |
| 2023-03-31 | $2.2M | 7.2k | 308.75 |