Johnson Bixby & Associates, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in Johnson Bixby & Associates, LLC  ·  22 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2025 Q1. The latest visible filing shows BRK/B at 0.60% 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 Johnson Bixby & Associates, 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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% 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.

BRK/B stock page Johnson Bixby & Associates, LLC fund profile Johnson Bixby & Associates, LLC full holdings
How Johnson Bixby & Associates, 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 REDUCED — — — 10,103 -190 -1.8% 0.60% $4.8M 2026-04-16 $475.12
2025 Q4 REDUCED — — — 10,293 -6 -0.1% 0.64% $5.2M 2026-01-14 $493.15
2025 Q3 REDUCED — — — 10,299 -113 -1.1% 0.66% $5.2M 2025-10-16 $488.81
2025 Q2 ADDED — — — 10,412 +9 +0.1% 0.69% $5.1M 2025-07-17 $473.40
2025 Q1 ADDED — — — 10,403 +162 +1.6% 0.83% $5.5M 2025-04-23 $526.81
2024 Q4 ADDED — — — 10,241 +350 +3.5% 0.71% $4.6M 2025-01-21 $468.57
2024 Q3 REDUCED — — — 9,891 -647 -6.1% 0.69% $4.6M 2024-10-10 $454.93
2024 Q2 ADDED — — — 10,538 +163 +1.6% 0.72% $4.3M 2024-07-19 $434.47
2024 Q1 ADDED — — — 10,375 +382 +3.8% 0.76% $4.4M 2024-04-22 $408.78
2023 Q4 ADDED — — — 9,993 +994 +11.0% 0.67% $3.6M 2024-01-18 $362.38
12 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 Johnson Bixby & Associates, 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 Johnson Bixby & Associates, LLC reported owning BRK/B?

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

What was the largest reported BRK/B position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.83% 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 Johnson Bixby & Associates, LLC reported 10,103 shares, equal to 0.60% of portfolio, with an estimated market value of $4.8M.

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

The chart compares Johnson Bixby & Associates, 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 Johnson Bixby & Associates, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Johnson Bixby & Associates, LLC correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.5%.

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