SEGALL BRYANT & HAMILL, LLC BRK/B — Berkshire -Common Stk P0

Ownership history in SEGALL BRYANT & HAMILL, LLC  ·  108 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported Berkshire -Common Stk P0 (BRK/B) in 108 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.17% in 2026 Q1. The latest visible filing shows BRK/B at 1.17% 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 SEGALL BRYANT & HAMILL, LLC's position in Berkshire -Common Stk P0, 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 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 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 SEGALL BRYANT & HAMILL, LLC fund profile SEGALL BRYANT & HAMILL, LLC full holdings
How SEGALL BRYANT & HAMILL, 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 ADDED — — — 145,572 +76,909 +112.0% 1.17% $71.9M 2026-05-15 $469.32
2025 Q4 REDUCED — — — 68,663 -18,926 -21.6% 0.47% $34.5M 2026-02-13 $497.55
2025 Q3 REDUCED — — — 87,589 -5,726 -6.1% 0.59% $44.0M 2025-11-12 $502.40
2025 Q2 REDUCED — — — 93,315 -32,587 -25.9% 0.64% $45.3M 2025-08-12 $470.39
2025 Q1 REDUCED — — — 125,902 -12,608 -9.1% 1.03% $67.1M 2025-05-02 $539.80
2024 Q4 REDUCED — — — 138,510 -1,666 -1.2% 0.86% $62.8M 2025-02-11 $472.61
2024 Q3 ADDED — — — 140,176 +109,988 +364.3% 0.88% $64.5M 2024-11-08 $463.41
2024 Q2 REDUCED — — — 30,188 -2,016 -6.3% 0.22% $12.3M 2024-08-14 $438.47
2024 Q1 REDUCED — — — 32,204 -6,036 -15.8% 0.25% $13.5M 2024-05-15 $412.76
2023 Q4 REDUCED — — — 38,240 -191,834 -83.4% 0.26% $13.6M 2024-02-14 $398.68
98 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 SEGALL BRYANT & HAMILL, 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 SEGALL BRYANT & HAMILL, LLC reported owning BRK/B?

SEGALL BRYANT & HAMILL, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 1.17% in 2026 Q1.

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

The most recent filing on this page is 2026 Q1, when SEGALL BRYANT & HAMILL, LLC reported 145,572 shares, equal to 1.17% of portfolio, with an estimated market value of $71.9M.

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

The chart compares SEGALL BRYANT & HAMILL, 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 SEGALL BRYANT & HAMILL, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, SEGALL BRYANT & HAMILL, LLC correctly timed 50 out of 107 reported position changes (47%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.3%.

← Back to SEGALL BRYANT & HAMILL, LLC Holdings