Berkshire Hathaway shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $47M | 177k | 267.02 |
| 2022-06-30 | $48M | 176k | 273.02 |
| 2022-03-31 | $63M | 177k | 352.91 |
| 2021-12-31 | $45M | 151k | 299.00 |
| 2021-09-30 | $42M | 154k | 272.94 |
| 2021-06-30 | $44M | 156k | 277.92 |
| 2021-03-31 | $32M | 125k | 255.47 |
| 2020-12-31 | $28M | 122k | 231.87 |
| 2020-09-30 | $26M | 123k | 212.94 |
| 2020-06-30 | $20M | 112k | 178.51 |
| 2020-03-31 | $23M | 128k | 182.83 |
| 2019-12-31 | $28M | 123k | 226.50 |
| 2019-09-30 | $25M | 119k | 208.02 |
| 2019-06-30 | $23M | 110k | 213.17 |
| 2019-03-31 | $30M | 148k | 200.89 |
| 2018-12-31 | $30M | 148k | 204.18 |
| 2018-09-30 | $30M | 142k | 214.11 |
| 2018-06-30 | $26M | 141k | 186.65 |
| 2018-03-31 | $31M | 156k | 199.48 |
| 2017-12-31 | $32M | 159k | 198.22 |
| 2017-09-30 | $29M | 160k | 183.32 |
| 2017-06-30 | $28M | 166k | 169.37 |
| 2017-03-31 | $29M | 173k | 166.68 |
| 2016-12-31 | $34M | 211k | 162.98 |
| 2016-09-30 | $35M | 240k | 144.47 |
| 2016-06-30 | $36M | 250k | 144.79 |
| 2016-03-31 | $32M | 228k | 141.88 |
| 2015-12-31 | $19M | 143k | 132.04 |
| 2015-09-30 | $18M | 134k | 130.40 |
| 2015-06-30 | $15M | 113k | 136.11 |
| 2015-03-31 | $15M | 105k | 144.32 |
| 2014-12-31 | $15M | 100k | 150.15 |
| 2014-09-30 | $13M | 91k | 138.13 |
| 2014-06-30 | $9.5M | 75k | 126.56 |
| 2014-03-31 | $8.5M | 68k | 124.97 |
| 2013-12-31 | $7.3M | 7.3k | 1000.00 |
| 2013-09-30 | $6.6M | 59k | 113.49 |
| 2013-06-30 | $6.0M | 54k | 111.92 |
| 2012-12-31 | $551k | 6.1k | 89.64 |
| 2012-09-30 | $542k | 6.1k | 88.17 |
| 2012-03-31 | $474k | 5.8k | 81.19 |
| 2011-12-31 | $953k | 13k | 76.33 |
| 2011-09-30 | $452k | 6.4k | 71.04 |
| 2011-06-30 | $470k | 6.1k | 77.43 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group