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BRK/B
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of BRK/B: VANGUARD GROUP INC

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