Moors & Cabot, Inc. BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in Moors & Cabot, Inc.  ·  48 quarters on record

AI Ownership Summary

Moors & Cabot, Inc. reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows BRK/B at 0.71% 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 Moors & Cabot, 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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% 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 Moors & Cabot, 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 34,395 +1,490 +4.5% 0.71% $16.5M 2026-05-08 $469.32
2025 Q4 REDUCED 32,905 -111 -0.3% 0.71% $16.5M 2026-02-10 $500.30
2025 Q3 REDUCED 33,016 -1,067 -3.1% 0.72% $16.6M 2025-11-14 $508.94
2025 Q2 ADDED 34,083 +1,088 +3.3% 0.77% $16.6M 2025-08-06 $468.91
2025 Q1 REDUCED 32,995 -81 -0.2% 0.89% $17.6M 2025-05-08 $513.25
2024 Q4 ADDED 33,076 +1,030 +3.2% 0.71% $15.0M 2025-02-07 $472.74
2024 Q3 ADDED 32,046 +1,262 +4.1% 0.73% $14.7M 2024-11-08 $463.41
2024 Q2 ADDED 30,784 +2,210 +7.7% 0.67% $12.5M 2024-08-09 $431.67
2024 Q1 REDUCED 28,574 -857 -2.9% 0.65% $12.0M 2024-05-08 $406.37
2023 Q4 REDUCED 29,431 -78 -0.3% 0.65% $10.5M 2024-02-14 $398.68
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moors & Cabot, 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 Moors & Cabot, Inc. reported owning BRK/B?

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

What was the largest reported BRK/B position in Moors & Cabot, Inc.'s portfolio?

The largest reported portfolio weight for BRK/B was 0.89% 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 Moors & Cabot, Inc. reported 34,395 shares, equal to 0.71% of portfolio, with an estimated market value of $16.5M.

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

The chart compares Moors & Cabot, 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 Moors & Cabot, Inc. time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Moors & Cabot, Inc. correctly timed 28 out of 47 reported position changes (60%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.2%.

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