Berkshire Hathaway shares owned by ValMark Advisers
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 45k | 356.66 |
| 2023-09-30 | $16M | 46k | 350.30 |
| 2023-06-30 | $15M | 44k | 341.00 |
| 2023-03-31 | $13M | 43k | 308.77 |
| 2022-12-31 | $12M | 39k | 308.90 |
| 2022-09-30 | $8.0M | 30k | 267.03 |
| 2022-06-30 | $7.6M | 28k | 273.02 |
| 2022-03-31 | $6.7M | 19k | 352.91 |
| 2021-12-31 | $3.0M | 10k | 299.00 |
| 2021-09-30 | $2.9M | 11k | 272.95 |
| 2021-06-30 | $2.9M | 11k | 277.89 |
| 2021-03-31 | $2.5M | 9.8k | 255.46 |
| 2020-12-31 | $1.8M | 7.9k | 231.83 |
| 2020-09-30 | $1.6M | 7.5k | 212.94 |
| 2020-06-30 | $1.2M | 6.8k | 178.52 |
| 2020-03-31 | $1.2M | 6.7k | 182.90 |
| 2019-12-31 | $1.5M | 6.7k | 226.54 |
| 2019-09-30 | $1.4M | 6.6k | 208.04 |
| 2019-06-30 | $1.2M | 5.7k | 213.20 |
| 2019-03-31 | $1.2M | 5.8k | 200.86 |
| 2018-12-31 | $1.2M | 5.8k | 204.14 |
| 2018-09-30 | $811k | 3.8k | 214.10 |
| 2018-06-30 | $670k | 3.6k | 186.79 |
| 2018-03-31 | $669k | 3.4k | 199.46 |
| 2017-12-31 | $756k | 3.8k | 198.11 |
| 2017-09-30 | $551k | 3.0k | 183.36 |
| 2017-06-30 | $509k | 3.0k | 169.38 |
| 2017-03-31 | $405k | 2.4k | 166.74 |
| 2016-12-31 | $394k | 2.4k | 163.15 |
| 2016-09-30 | $380k | 2.6k | 144.65 |
| 2016-06-30 | $389k | 2.7k | 144.93 |
| 2016-03-31 | $394k | 2.8k | 142.03 |
| 2015-12-31 | $341k | 2.6k | 131.91 |
| 2015-09-30 | $349k | 2.7k | 130.42 |