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BRK/BBRK/B
30 quarters

Position history for WAWaverly Advisors, LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

Waverly Advisors, LLC holds 219,872 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B), worth $110M as of 2026-Q2. The position was decreased (-2.8% shares). BRK/B represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$110M

Current Shares

219,872

Total Value Change

+$109.4M

Total Shares Change

+216,668

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
219,872
-2.8%
$110M0.6%$500.39
0
2026-Q1
Increased
226,293
+12.3%
$108.4M0.8%$481.36
47
2025-Q4
Increased
201,436
+9.0%
$101.3M0.8%$503.71
46
2025-Q3
Decreased
184,843
-2.2%
$92.9M0.9%$499.25
0
2025-Q2
Decreased
189,087
-0.2%
$91.9M1.0%$485.68
0
2025-Q1
Increased
189,493
+14.0%
$100.9M1.2%$526.31
54
2024-Q4
Increased
166,199
+3.5%
$75.3M1.2%$452.16
48
2024-Q3
Decreased
160,580
-1.7%
$73.9M1.4%$457.47
0
2024-Q2
Increased
163,308
+16.3%
$66.4M1.3%$406.80
54
2024-Q1
Increased
140,469
+5.3%
$59.1M1.4%$420.52
49
2023-Q4
Increased
133,445
+555.4%
$47.6M1.8%$356.66
74
2023-Q3
Increased
20,362
+0.3%
$7.1M0.3%$350.30
33
2023-Q2
Increased
20,296
+37.1%
$6.9M0.3%$336.91
43
2023-Q1
Increased
14,802
+1.5%
$4.6M0.2%$305.08
33
2022-Q4
Increased
14,588
+0.3%
$4.5M0.3%$308.90
32
2022-Q3
Increased
14,549
+7.2%
$3.9M0.3%$269.58
34
2022-Q2
Increased
13,575
+90.0%
$3.7M0.3%$273.49
50
2022-Q1
Increased
7,145
+0.0%
$2.5M0.2%$357.61
31
2021-Q4
Increased
7,143
+4.4%
$2.3M0.2%$299.98
33
2021-Q3
Increased
6,840
+7.3%
$1.9M0.2%$277.29
33
2021-Q2
Decreased
6,372
-1.1%
$1.8M0.2%$276.21
0
2021-Q1
Increased
6,445
+1.0%
$1.8M0.2%$258.19
31
2020-Q4
Increased
6,384
+4.8%
$1.5M0.2%$229.65
32
2020-Q3
Increased
6,094
+27.1%
$1.2M0.2%$210.44
38
2020-Q2
Increased
4,796
+25.9%
$1M0.1%$177.19
37
2020-Q1
Increased
3,810
+7.3%
$697,0000.1%$183.18
32
2019-Q4
Decreased
3,549
-1.2%
$815,0000.1%$225.76
0
2019-Q3
Increased
3,592
+8.7%
$747,0000.1%$207.45
32
2019-Q2
Increased
3,304
+3.1%
$704,0000.1%$213.17
30
2019-Q1
New
3,204
-
$644,0000.1%$200.89
34

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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