Position history for Waverly Advisors, LLC's holdings in BERKSHIRE HATHAWAY INC DEL
Waverly Advisors, LLC holds 226,293 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $108.4M as of 2026-Q1. The position was increased (+12.3% shares). BRK/B represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$108.4M
Current Shares
226,293
Total Value Change
+$42M
Total Shares Change
+62,985
Other major holders of BRK/B: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 226,293 |
+12.3% |
| $108.4M |
| 0.8% |
| $481.36 |
47 |
| 2025-Q4 | Increased | 201,436 | +9.0% | $101.3M | 0.8% | $503.71 | 46 |
| 2025-Q3 | Decreased | 184,843 | -2.2% | $92.9M | 0.9% | $499.25 | 0 |
| 2025-Q2 | Decreased | 189,087 | -0.2% | $91.9M | 1.0% | $485.68 | 0 |
| 2025-Q1 | Increased | 189,493 | +14.0% | $100.9M | 1.2% | $526.31 | 54 |
| 2024-Q4 | Increased | 166,199 | +3.5% | $75.3M | 1.2% | $452.16 | 48 |
| 2024-Q3 | Decreased | 160,580 | -1.7% | $73.9M | 1.4% | $457.47 | 0 |
| 2024-Q2 | Increased | 163,308 | +16.3% | $66.4M | 1.3% | $406.80 | 54 |