D.B. Root & Company, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in D.B. Root & Company, LLC  ·  34 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2024 Q1. The latest visible filing shows BRK/B at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in BERKSHIRE HATHAWAY INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRK/B stock page D.B. Root & Company, LLC fund profile D.B. Root & Company, LLC full holdings
How D.B. Root & Company, LLC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,830 +51 +1.3% 0.44% $1.8M 2026-05-13 $469.32
2025 Q4 ADDED — — — 3,779 +92 +2.5% 0.46% $1.9M 2026-02-03 $493.74
2025 Q3 REDUCED — — — 3,687 -69 -1.8% 0.47% $1.9M 2025-11-06 $493.15
2025 Q2 REDUCED — — — 3,756 -41 -1.1% 0.54% $1.8M 2025-07-22 $478.13
2025 Q1 ADDED — — — 3,797 +121 +3.3% 0.65% $2.0M 2025-05-14 $503.40
2024 Q4 REDUCED — — — 3,676 -52 -1.4% 0.53% $1.7M 2025-01-17 $467.95
2024 Q3 REDUCED — — — 3,728 -308 -7.6% 0.57% $1.7M 2024-10-31 $450.92
2024 Q2 REDUCED — — — 4,036 -1,161 -22.3% 0.56% $1.6M 2024-07-15 $434.42
2024 Q1 REDUCED — — — 5,197 -8 -0.2% 0.74% $2.2M 2024-04-17 $397.74
2023 Q4 REDUCED — — — 5,205 -24 -0.5% 0.67% $1.9M 2024-01-16 $361.10
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About D.B. Root & Company, LLC and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning BRK/B?

D.B. Root & Company, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.74% in 2024 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when D.B. Root & Company, LLC reported 3,830 shares, equal to 0.44% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BRK/B ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did D.B. Root & Company, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, D.B. Root & Company, LLC correctly timed 6 out of 31 reported position changes (19%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.4%.

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