EVERETT HARRIS & CO /CA/ BRK/A Berkshire Hathaway Class A COM

Ownership history in EVERETT HARRIS & CO /CA/  ·  109 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Berkshire Hathaway Class A COM (BRK/A) in 109 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.41% in 2025 Q1. The latest visible filing shows BRK/A at 13.08% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Berkshire Hathaway Class A COM, 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/A was reported at 13.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.41% 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 EVERETT HARRIS & CO /CA/ held BRK/A — 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 1,415 -1 -0.1% 13.08% $1.02B 2026-05-11 $704760.00
2025 Q4 UNCHANGED 1,416 0% 12.93% $1.07B 2026-02-11 $748456.00
2025 Q3 REDUCED 1,416 -1 -0.1% 13.17% $1.07B 2025-11-03 $712170.00
2025 Q2 ADDED 1,417 +12 +0.9% 13.25% $1.03B 2025-08-08 $698040.00
2025 Q1 REDUCED 1,405 -1 -0.1% 14.41% $1.12B 2025-05-12 $772100.00
2024 Q4 REDUCED 1,406 -2 -0.1% 12.09% $957.4M 2025-01-24 $694602.00
2024 Q3 REDUCED 1,408 -7 -0.5% 12.07% $973.2M 2024-10-18 $698500.00
2024 Q2 REDUCED 1,415 -2 -0.1% 11.08% $866.3M 2024-08-02 $641435.00
2024 Q1 REDUCED 1,417 -3 -0.2% 11.91% $899.0M 2024-04-19 $611244.00
2023 Q4 REDUCED 1,420 -1 -0.1% 11.02% $770.5M 2024-01-18 $549477.00
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and BRK/A

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

How long has EVERETT HARRIS & CO /CA/ reported owning BRK/A?

EVERETT HARRIS & CO /CA/ reported BRK/A across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/A position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for BRK/A was 14.41% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when EVERETT HARRIS & CO /CA/ reported 1,415 shares, equal to 13.08% of portfolio, with an estimated market value of $1.02B.

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

The chart compares EVERETT HARRIS & CO /CA/'s quarterly BRK/A 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 EVERETT HARRIS & CO /CA/ time their BRK/A position?

Based on 13F filing dates vs. subsequent BRK/A price moves, EVERETT HARRIS & CO /CA/ correctly timed 40 out of 96 reported position changes (42%). The annualised alpha on BRK/A relative to SPY over the holding period was +0.1%.

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