E&G Advisors, LP BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in E&G Advisors, LP  ·  50 quarters on record

AI Ownership Summary

E&G Advisors, LP reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.24% in 2025 Q1. The latest visible filing shows BRK/B at 0.88% 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 E&G Advisors, LP'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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 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.

How E&G Advisors, LP 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 REDUCED 8,214 -77 -0.9% 0.88% $3.9M 2026-04-21 $468.50
2025 Q4 REDUCED 8,291 -50 -0.6% 0.93% $4.2M 2026-01-23 $478.97
2025 Q3 ADDED 8,341 +128 +1.6% 0.98% $4.2M 2025-10-21 $491.29
2025 Q2 REDUCED 8,213 -45 -0.5% 1.03% $4.0M 2025-07-14 $476.31
2025 Q1 ADDED 8,258 +45 +0.5% 1.24% $4.4M 2025-04-23 $526.81
2024 Q4 ADDED 8,213 +97 +1.2% 1.01% $3.7M 2025-01-24 $463.19
2024 Q3 ADDED 8,116 +210 +2.7% 1.03% $3.7M 2024-10-18 $464.80
2024 Q2 ADDED 7,906 +203 +2.6% 0.95% $3.2M 2024-07-18 $441.82
2024 Q1 ADDED 7,703 +12 +0.2% 1.02% $3.2M 2024-04-19 $405.08
2023 Q4 REDUCED 7,691 -78 -1.0% 0.97% $2.7M 2024-01-25 $380.85
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E&G Advisors, LP 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 E&G Advisors, LP reported owning BRK/B?

E&G Advisors, LP reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for BRK/B was 1.24% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 8,214 shares, equal to 0.88% of portfolio, with an estimated market value of $3.9M.

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

The chart compares E&G Advisors, LP'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 E&G Advisors, LP time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, E&G Advisors, LP correctly timed 19 out of 33 reported position changes (58%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.1%.

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