버크셔 해서웨이 Inc.
DE ˙ DB ˙ US0846701086
€616,500.00 ↑15,000.00 (2.49%)
2026-06-05
주가
SecurityDE:BRH / Berkshire Hathaway Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership6 shares
Latest Disclosed Value $ 2,872,560
Heritage Trust Co ownership in BRH / Berkshire Hathaway Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 6 shares of Berkshire Hathaway Inc. (DE:BRH) valued at $3,666,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $3,699,000 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,873 -4.87 0.1657
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 3,019 0.10 0.3073
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 3,017 3.46 0.3197
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,915 -8.71 0.3366
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 3,194 17.26 0.3872
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,724 11.23 0.3207
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,449 -3.51 0.3230
2024-05-10 2024-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,538 16.91 0.3398
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,171 2.12 0.3055
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,126 2.61 0.3318
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,071 11.22 0.3031
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,862 -0.64 0.2929
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,875 15.25 0.3054
2022-11-10 2022-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,626 -0.61 0.2843
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,636 -22.68 0.2679
2022-05-11 2022-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 2,116 17.36 0.2991
2022-02-09 2021-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,803 9.54 0.2312
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,646 -1.67 0.2316
2021-08-09 2021-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,674 8.49 0.2393
2021-05-12 2021-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,543 10.93 0.2353
2021-02-11 2020-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,391 8.67 0.2254
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 0 0.00 1,280 19.74 0.2385
2020-08-04 2020-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 6 2 50.00 1,069 -1.75 0.2094
2020-05-11 2020-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 4 0 0.00 1,088 -19.88 0.2715
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 4 0 0.00 1,358 8.90 0.2714
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 4 0 0.00 1,247 -2.04 0.2695
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 4 0 0.00 1,273 5.64 0.2830
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670108 4 0 0.00 1,205 -1.55 0.2782
2019-01-18 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 4 2 100.00 1,224 91.25 0.5050
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 2 0 0.00 640 13.48 0.2296
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 2 0 0.00 564 -5.69 0.2120
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 2 -1 -33.33 598 -33.03 0.2235
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 3 0 0.00 893 8.37 0.3208
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 3 0 0.00 824 7.85 0.3030
2017-08-09 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 3 0 0.00 764 1.87 0.2945
2017-05-08 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A COMMON STOCK 084670108 3 3 750 0.2858
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.