Question 1

Does Moneta Group Investment Advisors own BRK/B stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Moneta Group Investment Advisors holds 166,284 shares of BRK/B (Berkshire Hathaway), worth $83.2M.

Question 2

How many shares of BRK/B does Moneta Group Investment Advisors own?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors holds 166,284 shares of BRK/B (Berkshire Hathaway).

Question 3

What is Moneta Group Investment Advisors' BRK/B position worth?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors' BRK/B position is worth $83.2M.

Question 4

Is Moneta Group Investment Advisors buying or selling BRK/B?

Accepted Answer

In Q2 2026, Moneta Group Investment Advisors increased its BRK/B position by 7,257 shares (+4.6%).

Question 5

When did Moneta Group Investment Advisors first buy BRK/B?

Accepted Answer

Moneta Group Investment Advisors already held BRK/B in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	166,284	+4.6%	$83.2M	0.6%	$500.39	44
2026-Q1	Increased	159,027	+4.8%	$76.2M	0.6%	$479.20	44
2025-Q4	Decreased	151,710	-0.3%	$76.3M	0.6%	$502.65	0
2025-Q3	Increased	152,118	+1.4%	$76.5M	0.6%	$502.74	42
2025-Q2	Decreased	150,080	-0.1%	$72.9M	0.9%	$485.77	0
2025-Q1	Increased	150,229	+1.6%	$80M	1.1%	$532.58	48
2024-Q4	Increased	147,805	+1.9%	$67M	0.9%	$453.28	42
2024-Q3	Increased	145,069	+5.4%	$66.8M	1.0%	$460.26	44
2024-Q2	Decreased	137,658	-0.0%	$56M	0.9%	$406.80	0
2024-Q1	Increased	137,716	+5.1%	$57.9M	0.9%	$420.52	44
2023-Q4	Increased	130,988	+1.6%	$46.7M	0.9%	$356.66	42
2023-Q3	Decreased	128,937	-1.2%	$45.2M	1.0%	$350.30	0
2023-Q2	Increased	130,554	+2.6%	$44.5M	1.0%	$341.00	42
2023-Q1	Increased	127,211	+47.8%	$39.3M	0.9%	$308.77	56
2022-Q4	Increased	86,101	+5.5%	$26.6M	0.7%	$308.90	43
2022-Q3	Decreased	81,646	-2.8%	$21.8M	0.8%	$267.02	0
2022-Q2	Increased	84,016	+2387.2%	$22.9M	0.8%	$273.02	65
2022-Q1	Decreased	3,378	-94.8%	$23.8M	0.9%	$352.91	0
2021-Q4	Increased	65,425	+5.5%	$19.6M	0.8%	$299.00	42
2021-Q3	Increased	62,017	+11.4%	$16.9M	0.8%	$272.94	44
2021-Q2	Increased	55,660	+19.3%	$15.5M	0.7%	$277.92	47
2021-Q1	Increased	46,667	+37.9%	$11.9M	0.6%	$255.47	52
2020-Q4	Decreased	33,838	-54.2%	$7.8M	0.6%	$231.87	0
2020-Q3	Decreased	73,828	-2.6%	$15.7M	1.4%	$212.94	0
2020-Q2	Increased	75,833	+10.2%	$13.5M	1.3%	$178.51	49
2020-Q1	Decreased	68,840	-1.6%	$12.6M	1.3%	$182.83	0
2019-Q4	Increased	69,987	+1.0%	$15.9M	1.3%	$226.50	45
2019-Q3	Decreased	69,311	-0.2%	$14.4M	1.3%	$208.02	0
2019-Q2	Increased	69,456	+0.1%	$14.8M	1.5%	$213.17	44
2019-Q1	First report	69,356	-	$13.9M	1.5%	$200.89	0

BRK/B30 quarters

BRK/B
30 quarters