Berkshire Hathaway Inc.
BG ˙ BUL
SecurityBG:BRYN / Berkshire Hathaway Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership2,762 shares
Latest Disclosed Value $ 1,323,550
Keudell/Morrison Wealth Management reports 5.09% decrease in ownership of BRYN / Berkshire Hathaway Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 2,762 shares of Berkshire Hathaway Inc. (BG:BRYN) valued at $1,323,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,910 shares of Berkshire Hathaway Inc.. This represents a change in shares of -5.09% during the quarter.

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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,762 -148 -5.09 1,324 -9.51 0.2707
2026-02-06 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,910 -1,774 -37.87 1,463 -35.74 0.3073
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,684 -23 -0.49 2,275 -9.22 0.5049
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,707 -41 -0.86 2,507 16.45 0.5912
2025-01-23 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,748 3 0.06 2,152 -1.42 0.5610
2024-10-31 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,745 -34 -0.71 2,184 12.29 0.5928
2024-07-16 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,779 251 5.54 1,944 2.10 0.5688
2024-05-07 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,528 9 0.20 1,904 18.19 0.5763
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,519 -2 -0.04 1,612 1.77 0.5318
2023-10-18 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,521 -18 -0.40 1,584 2.33 0.4827
2023-07-20 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,539 -56 -1.22 1,548 9.10 0.4461
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,595 111 2.48 1,419 2.38 0.4179
2023-01-20 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,484 -49 -1.08 1,385 14.46 0.4445
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,533 10 0.22 1,210 -2.02 0.4527
2022-07-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,523 -4 -0.09 1,235 -22.72 0.4487
2022-04-18 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,527 -5 -0.11 1,598 17.93 0.6682
2022-02-08 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,532 5 0.11 1,355 9.63 0.5350
2021-12-08 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,527 10 0.22 1,236 -1.51 0.5299
2021-10-20 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,527 10 1,236 0.5310
2021-07-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,517 4 0.09 1,255 8.85 0.6871
2021-04-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,513 11 0.24 1,153 10.44 0.6690
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,502 145 3.33 1,044 12.50 0.6628
2020-10-20 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,357 0 0.00 928 19.28 0.5964
2020-07-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,357 0 0.00 778 -2.38 0.6435
2020-04-20 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,357 2,095 92.62 797 55.66 0.7796
2020-01-29 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,262 30 1.34 512 10.34 0.3541
2019-11-13 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,232 29 1.32 464 6.18 0.3829
2019-08-23 2019-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,203 0 0.00 437 -1.35 0.3827
2019-08-21 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,743 32,540 7,406
2019-08-21 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,203 2,203 443 0.3897
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.