Townsend & Associates, Inc BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in Townsend & Associates, Inc  ·  30 quarters on record

AI Ownership Summary

Townsend & Associates, Inc reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.82% in 2025 Q3. The latest visible filing shows BRK/B at 1.33% 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 Townsend & Associates, 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 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% 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.

How Townsend & Associates, 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 REDUCED 33,174 -28,316 -46.0% 1.33% $15.4M 2026-04-29 $469.32
2025 Q4 ADDED 61,490 +1,197 +2.0% 2.70% $30.3M 2026-01-26 $483.47
2025 Q3 ADDED 60,293 +2,416 +4.2% 2.82% $29.7M 2025-10-21 $491.29
2025 Q2 ADDED 57,877 +20,033 +52.9% 2.78% $28.0M 2025-07-30 $476.00
2025 Q1 REDUCED 37,844 -4,603 -10.8% 2.00% $19.2M 2025-04-25 $530.96
2024 Q4 ADDED 42,447 +519 +1.2% 2.04% $19.9M 2025-02-04 $467.49
2024 Q3 ADDED 41,928 +737 +1.8% 1.98% $19.3M 2024-11-01 $452.14
2024 Q2 ADDED 41,191 +799 +2.0% 2.00% $18.0M 2024-08-05 $413.72
2024 Q1 ADDED 40,392 +412 +1.0% 1.93% $16.5M 2024-04-24 $405.95
2023 Q4 ADDED 39,980 +15,590 +63.9% 1.88% $15.1M 2024-02-07 $397.66
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Townsend & Associates, 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 Townsend & Associates, Inc reported owning BRK/B?

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

What was the largest reported BRK/B position in Townsend & Associates, Inc's portfolio?

The largest reported portfolio weight for BRK/B was 2.82% 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 Townsend & Associates, Inc reported 33,174 shares, equal to 1.33% of portfolio, with an estimated market value of $15.4M.

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

The chart compares Townsend & Associates, 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 Townsend & Associates, Inc time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Townsend & Associates, Inc correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.5%.

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