HM PAYSON & CO BRK/B — BERKSHIRE HATHAWAY INC Com

Ownership history in HM PAYSON & CO  ·  100 quarters on record

AI Ownership Summary

HM PAYSON & CO reported BERKSHIRE HATHAWAY INC Com (BRK/B) in 100 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.84% in 2023 Q4. The latest visible filing shows BRK/B at 1.47% 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 HM PAYSON & CO's position in BERKSHIRE HATHAWAY INC 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/B was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% in 2023 Q4

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 HM PAYSON & CO fund profile HM PAYSON & CO full holdings
How HM PAYSON & CO held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 213,217 -3,676 -1.7% 1.47% $102.2M 2026-04-13 $480.19
2025 Q4 REDUCED — — — 216,893 -2,608 -1.2% 1.54% $109.0M 2026-02-12 $500.01
2025 Q3 REDUCED — — — 219,501 -20,928 -8.7% 1.59% $110.4M 2025-10-17 $492.42
2025 Q1 REDUCED — — — 240,429 -1,292 -0.5% 2.25% $128.0M 2025-04-29 $534.57
2024 Q4 REDUCED — — — 241,721 -2,369 -1.0% 1.86% $109.6M 2025-02-07 $472.74
2024 Q3 REDUCED — — — 244,090 -28,728 -10.5% 1.93% $112.3M 2024-10-28 $458.49
2024 Q2 REDUCED — — — 272,818 -81,588 -23.0% 2.02% $111.0M 2024-08-13 $432.41
2024 Q1 REDUCED — — — 354,406 -30,143 -7.8% 2.77% $149.0M 2024-06-20 $409.15
2023 Q4 REDUCED — — — 384,549 -6,735 -1.7% 2.84% $137.2M 2024-02-13 $394.80
91 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 HM PAYSON & CO 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 HM PAYSON & CO reported owning BRK/B?

HM PAYSON & CO reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for BRK/B was 2.84% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 213,217 shares, equal to 1.47% of portfolio, with an estimated market value of $102.2M.

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

The chart compares HM PAYSON & CO'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 HM PAYSON & CO time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, HM PAYSON & CO correctly timed 45 out of 94 reported position changes (48%). The annualised alpha on BRK/B relative to SPY over the holding period was +1.5%.

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