Nicholas Hoffman & Company, LLC. BRK/A BERKSHIRE HATHAWAY INC DEL

Ownership history in Nicholas Hoffman & Company, LLC.  ·  37 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported BERKSHIRE HATHAWAY INC DEL (BRK/A) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q1. The latest visible filing shows BRK/A at 0.12% 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/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Hoffman & Company, 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/A was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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 Nicholas Hoffman & Company, LLC. held BRK/A — 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 UNCHANGED 7 0% 0.12% $5.0M 2026-04-29 $704760.00
2025 Q4 UNCHANGED 7 0% 0.12% $5.3M 2026-02-02 $729425.00
2025 Q3 UNCHANGED 7 0% 0.13% $5.3M 2025-11-12 $756363.00
2025 Q2 UNCHANGED 7 0% 0.13% $5.1M 2025-08-06 $703115.00
2025 Q1 UNCHANGED 7 0% 0.21% $5.6M 2025-05-09 $770999.00
2024 Q4 UNCHANGED 7 0% 0.19% $4.8M 2025-01-31 $702614.00
2024 Q3 REDUCED 7 -1 -12.5% 0.20% $4.8M 2024-10-25 $681999.00
2024 Q2 UNCHANGED 8 0% 0.23% $4.9M 2024-08-02 $641435.00
2024 Q1 UNCHANGED 8 0% 0.26% $5.1M 2024-04-22 $617284.00
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/A

As of 2026 Q2 — sorted by position size

EASTERN BANK 3Y 7Y 0.93% First Nebraska Trust Co 0.89% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.06%

FAQ About Nicholas Hoffman & Company, LLC. and BRK/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholas Hoffman & Company, LLC. reported owning BRK/A?

Nicholas Hoffman & Company, LLC. reported BRK/A across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BRK/A position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for BRK/A was 0.26% in 2024 Q1.

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

The most recent filing on this page is 2026 Q1, when Nicholas Hoffman & Company, LLC. reported 7 shares, equal to 0.12% of portfolio, with an estimated market value of $5.0M.

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

The chart compares Nicholas Hoffman & Company, LLC.'s quarterly BRK/A 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 Nicholas Hoffman & Company, LLC. time their BRK/A position?

Based on 13F filing dates vs. subsequent BRK/A price moves, Nicholas Hoffman & Company, LLC. correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on BRK/A relative to SPY over the holding period was -2.0%.

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