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Berkshire Hathaway shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 29k 356.66
2023-09-30 $11M 30k 350.30
2023-06-30 $10M 30k 341.00
2023-03-31 $7.5M 24k 308.77
2022-12-31 $6.3M 20k 308.90
2022-09-30 $5.6M 21k 267.03
2022-06-30 $5.3M 20k 273.04
2022-03-31 $4.3M 12k 352.89
2021-12-31 $3.1M 10k 298.99
2021-09-30 $3.1M 12k 272.95
2021-06-30 $3.0M 11k 277.87
2020-12-31 $2.5M 11k 231.89
2020-09-30 $2.9M 13k 224.74
2020-06-30 $1.9M 11k 178.51
2019-12-31 $2.9M 13k 226.49
2019-09-30 $1.9M 9.0k 208.03
2019-06-30 $1.3M 5.9k 213.21
2019-03-31 $1.2M 6.1k 200.82
2018-12-31 $5.2M 25k 204.18
2018-09-30 $14M 64k 214.10
2018-03-31 $5.7M 5.7M 1.00
2017-12-31 $6.5M 30k 212.47