Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCWS Financial Advisors, LLC
Latest Disclosed Ownership1,982 shares
Latest Disclosed Value $ 949,774
CWS Financial Advisors, LLC ownership in BRKB / Berkshire Hathaway Inc.

On April 27, 2026 - CWS Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 1,982 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $949,774 USD as of March 31, 2026.

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)
2026-04-27 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,982 0 0.00 950 -4.72 0.2434
2026-02-06 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,982 -21 -1.05 996 -0.99 0.2705
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,003 21 1.06 1,007 4.57 0.2795
2025-08-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,982 -68 -3.32 963 -11.82 0.2801
2025-05-14 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,050 119 6.16 1,092 24.69 0.3448
2025-02-04 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,931 112 6.16 875 4.54 0.2834
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,819 -19 -1.03 837 12.05 0.2966
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,838 173 10.39 748 6.71 0.2941
2024-05-01 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,665 -846 -33.69 700 -21.79 0.2868
2024-02-08 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,511 -200 -7.38 896 -5.69 0.3361
2023-11-14 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,711 0 0.00 950 2.71 0.3807
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,711 -86 -3.07 924 7.07 0.3506
2023-05-09 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,797 5 0.18 864 21.04 0.3436
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,792 -44 -1.55 713 -5.81 0.3074
2022-11-09 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,836 0 0.00 757 -2.20 0.3623
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,836 0 0.00 774 -22.68 0.3539
2022-05-03 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,836 -50 -1.73 1,001 15.99 0.3781
2022-02-15 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,886 94 3.37 863 11.21 0.3042
2021-08-06 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,792 0 0.00 776 8.84 0.3094
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,792 750 36.73 713 50.74 0.3074
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,042 0 0.00 473 8.74 0.2750
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,042 0 0.00 435 19.18 0.2894
2020-08-11 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,042 826 67.93 365 32.73 0.2632
2020-04-02 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,216 0 0.00 275 0.00 0.2036
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,216 1,216 275 0.2006
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.