Hofer & Associates. Inc BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Hofer & Associates. Inc  ·  15 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.3% in 2024 Q2. The latest visible filing shows BRK/B at 2.83% 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 Hofer & Associates. Inc'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 2.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.3% in 2024 Q2

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 Hofer & Associates. Inc fund profile Hofer & Associates. Inc full holdings
How Hofer & Associates. Inc 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 — — — 11,002 +395 +3.7% 2.83% $5.3M 2026-04-22 $465.40
2025 Q4 ADDED — — — 10,607 +454 +4.5% 2.82% $5.3M 2026-01-15 $492.62
2025 Q3 ADDED — — — 10,153 +343 +3.5% 2.92% $5.1M 2025-10-21 $491.29
2025 Q2 ADDED — — — 9,810 +3,989 +68.5% 2.97% $4.8M 2025-07-15 $470.13
2025 Q1 ADDED — — — 5,821 +68 +1.2% 2.10% $3.1M 2025-04-23 $526.81
2024 Q4 ADDED — — — 5,753 +2 +0.0% 1.75% $2.6M 2025-01-24 $463.19
2024 Q3 REDUCED — — — 5,751 -7,880 -57.8% 1.83% $2.6M 2024-10-21 $464.16
2024 Q2 ADDED — — — 13,631 +10,515 +337.5% 4.30% $5.5M 2024-07-18 $441.82
2024 Q1 ADDED — — — 3,116 +53 +1.7% 1.10% $1.3M 2024-04-22 $408.78
2023 Q4 ADDED — — — 3,063 +78 +2.6% 1.01% $1.1M 2024-01-22 $368.06
5 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 Hofer & Associates. Inc 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 Hofer & Associates. Inc reported owning BRK/B?

Hofer & Associates. Inc reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for BRK/B was 4.30% in 2024 Q2.

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

The most recent filing on this page is 2026 Q1, when Hofer & Associates. Inc reported 11,002 shares, equal to 2.83% of portfolio, with an estimated market value of $5.3M.

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

The chart compares Hofer & Associates. Inc'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 Hofer & Associates. Inc time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Hofer & Associates. Inc correctly timed 11 out of 13 reported position changes (85%). The annualised alpha on BRK/B relative to SPY over the holding period was -6.2%.

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