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

Ownership history in Klingman & Associates, LLC  ·  42 quarters on record

AI Ownership Summary

Klingman & Associates, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q3. The latest visible filing shows BRK/B at 0.32% 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 Klingman & 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 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q3

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 Klingman & Associates, LLC fund profile Klingman & Associates, LLC full holdings
How Klingman & 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 — — — 13,891 -10 -0.1% 0.32% $6.7M 2026-05-14 $469.32
2025 Q4 ADDED — — — 13,901 +305 +2.2% 0.34% $7.0M 2026-01-29 $476.79
2025 Q3 ADDED — — — 13,596 +2,844 +26.5% 0.34% $6.8M 2025-10-27 $488.07
2025 Q2 ADDED — — — 10,752 +787 +7.9% 0.29% $5.2M 2025-07-30 $476.00
2025 Q1 ADDED — — — 9,965 +590 +6.3% 0.32% $5.3M 2025-05-13 $511.88
2024 Q4 ADDED — — — 9,375 +25 +0.3% 0.26% $4.2M 2025-01-31 $468.67
2024 Q3 ADDED — — — 9,350 +1,316 +16.4% 0.27% $4.3M 2024-11-01 $452.14
2024 Q2 REDUCED — — — 8,034 -769 -8.7% 0.22% $3.3M 2024-07-30 $441.26
2024 Q1 ADDED — — — 8,803 +125 +1.4% 0.26% $3.7M 2024-05-01 $398.58
2023 Q4 REDUCED — — — 8,678 -341 -3.8% 0.23% $3.1M 2024-01-29 $383.18
32 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 Klingman & 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 Klingman & Associates, LLC reported owning BRK/B?

Klingman & 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 Klingman & Associates, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.34% in 2025 Q3.

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

The most recent filing on this page is 2026 Q1, when Klingman & Associates, LLC reported 13,891 shares, equal to 0.32% of portfolio, with an estimated market value of $6.7M.

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

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

Based on 13F filing dates vs. subsequent BRK/B price moves, Klingman & Associates, LLC correctly timed 22 out of 39 reported position changes (56%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.5%.

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